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- Tasks: Provide personal tax advisory services to high net worth clients and build strong relationships.
- Company: Join a growing Top 20 firm with a supportive and collaborative culture.
- Benefits: Enjoy flexible hybrid working, competitive salary, and excellent benefits.
- Other info: Opportunities for career progression from Assistant Manager to Manager.
- 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.
The predicted salary is between 50000 - 65000 £ per year.
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.
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.
This firm can offer flexible and hybrid working. Would consider anything from an Assistant Manager looking for a step up to manager to an experienced manager looking for promotion prospects. Great salary and benefits too.
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 professionals in the tax advisory field. Attend industry events, join relevant online forums, 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 get the chance to chat with potential employers or during interviews, make sure to highlight your advisory skills and experience with high net worth clients. Share specific examples of how you've provided holistic advice in the past.
✨Tip Number 3
Prepare for those tricky questions! Research common interview questions for personal tax advisory roles and practice your responses. Think about scenarios where you’ve had to liaise with HMRC or tackle complex tax issues, and be ready to discuss them confidently.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in and let’s land that job together!
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 working 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 passionate about personal tax advisory and how you can contribute to our growing team. Don’t forget to mention your commitment to exceptional service!
Showcase Your Relationship-Building Skills: Since this role involves building strong relationships with clients and team members, make sure to include examples of how you've successfully managed client relationships in the past. We love seeing how you connect with others!
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 regarding your application status!
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 ready to discuss specific scenarios or case studies that showcase your advisory skills.
✨Build Rapport
Since this role is all about relationships, practice how you can connect with the interviewers. Think of ways to demonstrate your interpersonal skills and how you’ve successfully built relationships in previous roles.
✨Showcase Teamwork
Highlight your experience working in teams, especially in a cross-functional environment. Be prepared to share examples of how you collaborated with tax, private client, and business teams to deliver exceptional service.
✨Prepare Questions
Have insightful questions ready for your interviewers. Ask about their approach to client relationships or how they handle complex advisory issues. This shows your genuine interest in the role and the firm.