At a Glance
- Tasks: Provide personal tax advisory services and build strong client relationships.
- Company: Leading professional services firm in Leeds with a focus on inclusion and collaboration.
- Benefits: Competitive salary, performance bonuses, hybrid working, and comprehensive wellbeing support.
- Other info: Clear career progression and a culture that embraces individuality.
- Why this job: Shape your career and make a real impact from day one.
- Qualifications: Professional qualification in tax and extensive experience in personal tax services.
The predicted salary is between 50000 - 65000 £ per year.
Your new company
Our client is a leading professional services firm in Leeds with a strong reputation for delivering quality across audit, tax, advisory, and consulting, with a culture rooted in inclusion, collaboration, and responsibility. Here, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.
Your new role
As a Private Client Tax Advisory Manager, you'll join a specialist team providing personal tax advisory services to a diverse client base, including business owners, trustees, and high-net-worth individuals. This role focuses on building strong relationships and delivering pragmatic, holistic advice.
- Reviewing tax reports prepared by junior team members
- Managing WIP analysis and billing processes
- Ensuring files meet quality standards for QCR purposes
- Liaising with HMRC on client matters
- Supporting partners with advisory projects such as shareholder profit extraction, succession planning, and relocation strategies
- Identifying opportunities for business development across tax and other service lines
What you'll need to succeed
- A relevant professional qualification (CTA or equivalent experience)
- Extensive experience in personal tax services
- Strong project management skills with the ability to meet deadlines
- Creative thinking and the ability to develop innovative solutions
- Experience identifying business development opportunities
- Familiarity with CCH Central for personal tax (advantageous)
What you'll get in return
We offer a competitive salary based on experience, annual performance-based bonus, and regular salary reviews. You'll enjoy:
- Hybrid working options for a healthy work-life balance
- Clear career progression opportunities
- A comprehensive benefits package, including wellbeing support
- A collaborative, inclusive culture where individuality is embraced
We are welcoming applications from Assistant Managers looking to step up to Manager, and Managers looking to move up to Senior Manager.
What you need to do now
If you're interested in this Private Client Tax Advisory Manager role in Leeds, click 'apply now' to forward an up-to-date copy of your CV.
Private Client Tax Advisory Manager employer: Hays Accountancy and Finance
Our client is an exceptional employer, offering a dynamic work environment in Leeds that champions inclusion and collaboration. With a strong focus on employee growth, you will have access to clear career progression opportunities, hybrid working options for a balanced lifestyle, and a comprehensive benefits package that prioritises wellbeing. Join a team where your ideas are valued, and you can make a meaningful impact from day one.
Contact Details:
Hays Accountancy and Finance Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and think about how your experience aligns with their needs. This will help you stand out and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the Private Client Tax Advisory Manager role. Highlight your project management skills and any creative solutions you've implemented in past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in the process.
We think you need these skills to ace Private Client Tax Advisory Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Advisory Manager role. Highlight your relevant experience in personal tax services and any qualifications like CTA. We want to see how your skills align with what we're looking for!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples that demonstrate your project management skills and creative thinking. This helps us see the impact you've made in previous roles.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. We love seeing genuine enthusiasm and a clear understanding of our culture.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Hays Accountancy and Finance
✨Know Your Stuff
Make sure you brush up on personal tax services and the specific challenges faced by high-net-worth individuals. Familiarise yourself with common tax strategies and recent changes in legislation that could impact your clients. This will show your potential employer that you're not just qualified, but genuinely interested in the field.
✨Showcase Your Project Management Skills
Be ready to discuss your experience managing projects and meeting deadlines. Prepare examples of how you've successfully led teams or projects in the past, especially those that required creative problem-solving. This will demonstrate your ability to handle the responsibilities of a Private Client Tax Advisory Manager.
✨Build Rapport
Since this role focuses on building strong relationships, practice your interpersonal skills. Think about how you can connect with the interviewers and convey your collaborative spirit. Share stories that highlight your ability to work well with clients and colleagues alike.
✨Prepare for Business Development Questions
Expect questions about identifying business development opportunities. Come prepared with ideas on how you could contribute to the firm's growth, whether through innovative tax solutions or expanding service lines. This shows that you're proactive and ready to make a difference from day one.