At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide tailored tax advice.
- Company: Ambitious Leeds practice focused on client relationships and advisory work.
- Benefits: Competitive salary, mentoring opportunities, and career progression.
- Other info: Join a growing team with visibility and influence in the tax advisory space.
- Why this job: Make a real impact by advising entrepreneurs and families on complex financial matters.
- Qualifications: Strong private client experience and relevant qualifications like ACA or CTA.
The predicted salary is between 51750 - 63250 £ per year.
- Private Client Tax Manager - Leeds
- £55,000 - £70,000 + benefits
Location: Leeds
Role: Private Client Tax Manager
What if your next role was about the client - not just the tax return?
We're looking for a Private Client Tax Manager to join an ambitious Leeds practice where relationships, advisory work and commercial thinking sit at the heart of the role.
You'll work with entrepreneurs, business owners, HNW individuals and families, helping them navigate everything from day-to-day tax matters through to major life and business decisions.
This is a role for someone who enjoys getting to know their clients and becoming a trusted adviser.
What will you be working on?
- Expect a varied mix of compliance and genuinely interesting advisory work, including:
- Managing a portfolio of HNW private clients.
- Advising entrepreneurs and business owners.
- Income Tax, CGT and IHT planning.
- Trust and estate matters.
- Succession and family wealth planning.
- Tax considerations around business sales and disposals.
- Shareholder and remuneration planning.
- Advising on changes to ownership and wealth structures.
- Identifying tax planning opportunities.
- Working alongside corporate tax and wider advisory teams.
- Building and developing long-term client relationships.
- Mentoring and developing junior team members.
- Supporting business development and networking.
- The people you'll work with
This isn't a role where you'll simply inherit a list of tax returns.
You'll work with successful people with complex financial affairs, often alongside their wider professional advisers.
You'll get involved in understanding their businesses, families, wealth and future plans - and help shape the tax strategy around them.
Could this be you?
We're open to conversations with:
Private Client Tax Managers | Assistant Managers | Ambitious Seniors
You'll ideally bring:
- Strong private client experience within UK practice.
- ACA, CTA or equivalent qualification.
- Strong technical knowledge across Income Tax, CGT and IHT.
- Experience with HNW clients and business owners.
- Exposure to trusts, estates or succession planning.
- Strong communication and relationship-building skills.
- Confidence dealing with senior clients.
- A desire to develop commercially and build your network.
Why Leeds?
This is a chance to join a growing team where you can have visibility, influence and ownership.
You'll be able to:
- Build your own client relationships.
- Develop your advisory profile.
- Work with entrepreneurs and HNW individuals.
- Increase your exposure to complex private client work.
- Develop your network.
- Mentor future tax talent.
- Progress towards senior leadership opportunities.
Package
£55,000 - £70,000 + benefits, depending on experience.
If you're ready for a private client role where you can build relationships, develop advisory expertise and actually make your mark, let's have a confidential conversation.
Private Client Tax Manager 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 Manager 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 Manager 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!
