At a Glance
- Tasks: Advise high-net-worth clients on complex tax matters and long-term planning.
- Company: Growing specialist tax advisory firm with a collaborative culture.
- Benefits: Competitive salary, hybrid working, and strong progression opportunities.
- Other info: Excellent work-life balance and significant client contact.
- Why this job: Become a trusted advisor and work on impactful advisory projects.
- Qualifications: CTA qualified or studying, with private client tax experience.
The predicted salary is between 54000 - 66000 £ 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
- Tax-efficient extraction strategies
- 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
- Significant client contact
- Collaborative and supportive culture
- Strong progression opportunities
- Opportunity to influence a growing office
- Hybrid working
- Excellent work-life balance
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 employer: Headstar
Headstar is an excellent employer that values accuracy and flexibility, making it an ideal workplace for those seeking a part-time role in finance. With generous annual leave and the opportunity to work flexible hours, employees can achieve a healthy work-life balance while contributing to a stable organization. The supportive work culture fosters professional growth, ensuring that your skills are recognised and developed in a meaningful way.
