Private Client Tax Advisory Manager in Leeds
Private Client Tax Advisory Manager

Private Client Tax Advisory Manager in Leeds

Leeds Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide personal tax advisory services and build strong client relationships.
  • Company: Leading professional services firm with a culture of inclusion and collaboration.
  • Benefits: Competitive salary, performance bonuses, hybrid working, and comprehensive benefits.
  • 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.
  • Other info: Clear career progression and a supportive, inclusive work environment.

The predicted salary is between 36000 - 60000 £ per year.

Our client is a leading professional services firm 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.

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, and 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.

Private Client Tax Advisory Manager in Leeds employer: hays-gcj-v4-pd-online

Our client is an exceptional employer, offering a dynamic work environment where inclusion and collaboration are at the forefront. As a Private Client Tax Advisory Manager, you will benefit from hybrid working options, a comprehensive benefits package, and clear pathways for career progression, all while contributing to meaningful projects that make a real difference for clients. Join a firm that values your individuality and empowers you to shape your career from day one.
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Contact Detail:

hays-gcj-v4-pd-online Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Advisory Manager in Leeds

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values around inclusion and collaboration, and think about how you can contribute to that environment from day one.

✨Tip Number 3

Showcase your project management skills during interviews. Be ready to discuss specific examples where you've met deadlines and delivered innovative solutions, especially in personal tax services.

✨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 about their job search.

We think you need these skills to ace Private Client Tax Advisory Manager in Leeds

Personal Tax Advisory
Relationship Building
Quality Control Review (QCR)
Work in Progress (WIP) Analysis
Billing Processes Management
Liaising with HMRC
Project Management
Creative Thinking
Business Development
CCH Central Familiarity
Succession Planning
Shareholder Profit Extraction
Relocation Strategies

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Advisory Manager role. Highlight your relevant qualifications, like your CTA, and showcase your project management skills to grab our attention!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax services and how your creative thinking can contribute to our team. Don’t forget to mention any business development successes you've had!

Showcase Your Soft Skills: We love candidates who can build strong relationships and work collaboratively. In your application, give examples of how you've successfully liaised with clients or worked in teams to deliver holistic advice. It’s all about those interpersonal skills!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows you’re keen on joining our inclusive culture!

How to prepare for a job interview at hays-gcj-v4-pd-online

✨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 recent changes in tax legislation and be ready to discuss how these could impact clients.

✨Showcase Your Project Management Skills

Prepare examples that highlight your project management experience, especially in meeting deadlines and managing multiple tasks. Think of specific situations where you successfully delivered results under pressure.

✨Demonstrate Creative Thinking

Be ready to share instances where you've developed innovative solutions for clients. This could involve unique approaches to tax planning or business development opportunities you've identified in previous roles.

✨Build Rapport

Since this role focuses on building strong relationships, practice your interpersonal skills. Be personable and engaging during the interview, showing that you can connect with clients and colleagues alike.

Private Client Tax Advisory Manager in Leeds
hays-gcj-v4-pd-online
Location: Leeds
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