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For Companies At a Glance
- Tasks: Provide personal tax advisory services to high net worth clients and build strong relationships.
- Company: Join a growing Top 20 firm with a focus on exceptional client service.
- Benefits: Attractive salary, comprehensive benefits, and opportunities for professional growth.
- Why this job: Make a real impact by advising business owners and trustees on important financial decisions.
- Qualifications: Strong advisory skills and experience in personal tax management.
- Other info: Collaborative team environment with international connections and career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Key role in a growing Top 20 team. Our client is looking for a private client manager with sound advisory skills. In this role you will provide personal tax advisory services as part of a specialist team to a range of clients that has a strong focus on business owners, trustees and high net worth individuals. Given the nature of these clients, the role will centre around building strong relationships with both clients and other team members in the broader firm (both in the UK and abroad) as well as providing pragmatic, holistic advice. You will work closely with the tax, private client and privately owned business teams and with clients and be committed to providing exceptional service.
Great salary and benefits too.
Responsibilities
- Review of tax reports prepared by junior members of the team.
- Ensure WIP analysis and billing are kept up to date.
- Ensure are of an appropriate standard for QCR purposes.
- Liaising with HMRC regarding various issues.
- Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc
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Personal Tax Advisory Manager - Leeds employer: Georgiana Head Recruitment Limited
Contact Detail:
Georgiana Head Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Advisory Manager - Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! When you meet potential employers or clients, share your insights on personal tax advisory. Discuss recent trends or challenges in the field. This not only demonstrates your knowledge but also positions you as a go-to person in the industry.
✨Tip Number 3
Follow up after meetings or networking events. A simple thank-you email can go a long way. Mention something specific from your conversation to jog their memory. It shows you’re genuinely interested and keeps you on their radar.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic roles waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate and keeps everything in one place.
We think you need these skills to ace Personal Tax Advisory Manager - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Personal Tax Advisory Manager role. Highlight your advisory skills and any experience with high net worth individuals or business owners, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific examples of how you've built strong client relationships and provided holistic advice in previous roles.
Showcase Your Team Spirit: Since collaboration is crucial in this role, make sure to mention any experiences where you’ve worked closely with others. We love seeing how you can contribute to our broader firm and support your colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Georgiana Head Recruitment Limited
✨Know Your Tax Stuff
Make sure you brush up on personal tax advisory topics, especially those relevant to business owners and high net worth individuals. Be prepared to discuss specific scenarios or case studies that showcase your advisory skills and how you've helped clients in the past.
✨Build Rapport
Since this role is all about building strong relationships, practice your interpersonal skills. Think of ways to connect with the interviewers, perhaps by sharing a relevant personal experience or showing genuine interest in their work and the firm’s culture.
✨Showcase Teamwork
Highlight your experience working in teams, especially in cross-functional settings. Discuss how you’ve collaborated with tax, private client, and business teams to deliver exceptional service, as this will resonate well with the firm's focus on teamwork.
✨Prepare Questions
Have a list of insightful questions ready to ask at the end of the interview. This could include inquiries about the firm’s approach to client relationships or how they support professional development within the team. It shows you're genuinely interested and engaged.
