At a Glance
- Tasks: Advise high-net-worth clients on complex tax matters and long-term planning.
- Company: A growing specialist tax advisory firm with a collaborative culture.
- Benefits: Competitive salary, hybrid work, and strong progression opportunities.
- Other info: Join a supportive team and develop your expertise in advisory work.
- Why this job: Become a trusted advisor and influence a growing office.
- Qualifications: CTA qualified or studying, with private client tax experience.
The predicted salary is between 45000 - 70000 £ per year.
Are you a Private Client Tax professional looking to spend more time advising clients and less time processing compliance work? We're partnering with a growing specialist tax advisory firm that is expanding its Leeds team and looking to appoint a Private Client Tax Assistant Manager or Manager.
Working with high-net-worth individuals, business owners, entrepreneurs, and wealthy families, you'll be involved in a broad range of advisory projects while developing your expertise alongside some of the most technically capable tax professionals in the market.
The Role
You'll work on a varied portfolio of advisory assignments, supporting clients with complex tax matters and long-term planning. Typical work includes:
- Succession and estate planning
- Capital gains tax planning
- Wealth structuring
- Shareholder planning
- Transactions and liquidity events
- Family wealth and inheritance planning
This is a highly client-facing role where you'll have the opportunity to build trusted adviser relationships from an early stage.
What We're Looking For
- CTA qualified or studying towards CTA
- Private client tax experience gained within practice
- Strong technical aptitude
- Genuine interest in advisory work
- Strong communication and relationship-building skills
- Desire to continue developing as a tax specialist
Assistant Manager level candidates do not need extensive advisory experience, but should demonstrate a clear desire to move into advisory work. Manager-level candidates should be comfortable leading projects and managing client relationships.
Why Join?
- Predominantly advisory work
- Exposure to high-net-worth individuals and business owners
- Collaborative and supportive culture
- Strong progression opportunities
- Opportunity to influence a growing office
Location: Leeds
Salary: £45,000 - £70,000+
Hybrid: 3 days office / 2 days home
Start: ASAP
If you're looking to become a trusted advisor to high-net-worth clients rather than focusing primarily on compliance, hit apply.
Private Client Tax Assistant Manager / Manager- Advisory Focus in Leeds employer: Headstar
Join a dynamic and expanding specialist tax advisory firm in Leeds, where you'll have the opportunity to focus on meaningful advisory work with high-net-worth clients. Our collaborative culture fosters professional growth, allowing you to develop your expertise alongside some of the most skilled tax professionals in the industry. With strong progression opportunities and a supportive environment, this is an excellent place for those looking to make a significant impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager- Advisory Focus in Leeds
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or local meetups. Building relationships can lead to job opportunities that aren't even advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your advisory experience and technical skills. Share specific examples of how you've helped clients with complex tax matters to really stand out.
✨Tailor Your Approach
Every firm is different, so do your homework! Understand the specific needs of the firm you're applying to and tailor your conversations to show how you can help them achieve their goals, especially in advisory work.
✨Apply Through Us!
Don't forget to apply through our website! We’re here to help you land that dream role in private client tax advisory. Plus, we know the ins and outs of the firms we partner with, so we can give you the inside scoop!
We think you need these skills to ace Private Client Tax Assistant Manager / Manager- Advisory Focus in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience in private client tax and advisory work. Highlight any relevant projects or roles that showcase your skills in building client relationships and handling complex tax matters.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about advisory work. Share specific examples of how you've helped clients in the past and express your desire to grow as a tax specialist within our team.
Showcase Your Communication Skills:Since this role is highly client-facing, it's crucial to demonstrate your strong communication abilities. Use clear and concise language in your application, and consider including examples of how you've successfully built relationships with clients.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Headstar
✨Know Your Tax Stuff
Brush up on your technical knowledge related to private client tax. Be ready to discuss specific areas like succession planning and capital gains tax. This shows you’re not just a compliance whiz but genuinely interested in advisory work.
✨Showcase Your Client Skills
Since this role is highly client-facing, prepare examples of how you've built relationships with clients in the past. Highlight your communication skills and any experiences where you’ve successfully advised clients on complex matters.
✨Demonstrate Your Advisory Passion
Make it clear that you want to transition into advisory work. Share your motivations for wanting to advise high-net-worth individuals and how you plan to develop your expertise in this area.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to advisory work and their client base. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.
