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- Tasks: Manage personal tax compliance and provide tailored tax advice for private clients.
- Company: Established accounting firm in Leeds with a supportive team culture.
- Benefits: Flexible working, professional development, and clear career progression.
- Why this job: Join a respected firm and make a real impact on clients' financial well-being.
- Qualifications: ACA, CTA, ATT or equivalent qualification with private client tax experience.
- Other info: Collaborative environment with opportunities to mentor junior team members.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a proactive and knowledgeable Private Client Tax Assistant Manager to join an established accounting firm based in Leeds. In this role, you will manage a portfolio of private clients, ensuring high-quality personal tax compliance and advisory services. You will support senior managers and partners in delivering tailored tax planning advice for a diverse client base.
Key Responsibilities
- Manage and review personal tax compliance for a portfolio of private clients, including preparation and review of Self‑Assessment tax returns and trust accounts.
- Provide ad hoc tax advice relating to income tax, capital gains tax (CGT), inheritance tax (IHT), and other personal tax matters.
- Assist with more complex tax planning projects and client queries.
- Liaise directly with clients and HMRC on personal tax matters as required.
- Supervise and mentor junior team members, promoting their technical development.
- Stay updated with changes in personal tax legislation and market trends affecting the Leeds client portfolio.
Required Experience
- ACA, CTA, ATT, or equivalent qualification.
- Experience working within private client tax in a practice environment.
- Strong technical understanding of UK personal tax compliance and advisory work.
- Excellent client management and communication skills.
Desired Experience
- Experience working with high-net-worth individuals and complex personal tax structures.
- Familiarity with probate, trust administration, and estate planning.
- Prior experience using cloud-based tax software and systems.
What We Offer
- Flexible and hybrid working arrangements to support your work‑life balance.
- Opportunities for professional development and clear career progression pathways.
- A supportive, collaborative team environment based in central Leeds.
If you are an ambitious Private Client Tax Assistant Manager looking to build your career with a respected Leeds firm, we would love to hear from you.
Private Client Tax Assistant Manager employer: Insite US
Contact Detail:
Insite US Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups in Leeds. Connecting with professionals in the field can open doors and give you insider info on job opportunities.
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your experience in personal tax compliance and advisory work. This will help you stand out when chatting with potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around complex tax planning projects. The more comfortable you are, the better you'll perform.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals like you. Keep an eye on our listings and don’t hesitate to reach out if you have questions about the roles.
We think you need these skills to ace Private Client Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications like ACA, CTA, or ATT, and any relevant experience in private client tax. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax compliance and advisory services. Share specific examples of your experience managing portfolios and providing tailored advice to clients.
Showcase Your Communication Skills: Since you'll be liaising with clients and HMRC, it's crucial to demonstrate your excellent communication skills. In your application, mention instances where you've effectively communicated complex tax matters to clients or mentored junior team members.
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 get back to you quicker. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Insite US
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax compliance and advisory services. Be ready to discuss specific tax matters like income tax, CGT, and IHT, as well as any recent changes in legislation that could impact clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you’ve provided tailored advice to meet individual client needs.
✨Demonstrate Leadership Potential
Since this role involves supervising junior team members, think of instances where you've mentored or supported others. Share how you can contribute to their development while also managing your own portfolio.
✨Familiarise Yourself with the Firm
Research the accounting firm’s values, culture, and recent projects. Being able to discuss how your experience aligns with their goals will show that you're genuinely interested in the position and the company.