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 influence a growing office.
- Qualifications: CTA qualified or studying, with private client tax experience.
The predicted salary is between 54000 - 66000 £ per year.
Private Client Tax Assistant Manager / Manager | £45,000 - £70,000+ | Leeds | Advisory-Focused
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 in Leeds employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager- Advisory Focus in Leeds
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Jobiqo, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant Manager / Manager- Advisory Focus in Leeds
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Jobiqo's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Jobiqo. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Jobiqo!
How to prepare for a job interview at Jobiqo
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Jobiqo.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Jobiqo. It helps to show our commitment!
