At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and oversee tax compliance.
- Company: Dynamic firm offering a supportive and inclusive work environment.
- Benefits: Competitive salary, bonus scheme, private medical insurance, and generous holiday allowance.
- Other info: Flexible working model with fully funded training opportunities.
- Why this job: Make a real impact in tax planning while mentoring junior colleagues.
- Qualifications: CTA, ACA, ACCA, ATT or equivalent qualification preferred.
The predicted salary is between 45000 - 50000 £ per year.
Benefits
- Competitive salary up to £50,000
- Bonus scheme
- Private medical insurance & life assurance
- Hybrid & flexible working model
- Generous holiday allowance + option to purchase additional days
- Fully funded training towards CTA and other qualifications
- Cycle-to-work scheme, season ticket loan & more
Your new role
As a Private Client Tax Assistant Manager, you'll support the delivery of both compliance and advisory work, managing a varied portfolio of HNW and UHNW individuals. You'll be working closely with senior managers and partners on bespoke tax planning projects – including residence and domicile, succession planning, and trusts – while providing mentorship to junior colleagues.
Key responsibilities
- Managing a diverse portfolio of private clients and overseeing annual tax compliance
- Reviewing returns, reports, and correspondence to HMRC
- Supporting delivery of advisory projects including residence & domicile, CGT, IHT, and estate planning
- Building strong client relationships and acting as a key point of contact
- Coaching and reviewing work of junior team members
- Collaborating with partners and directors to deliver high-quality client outcomes
Qualifications
- CTA, ACA, ACCA, ATT or equivalent qualification (or near completion)
- Experience within Private Client or Personal Tax, ideally in practice
- Excellent communication and relationship management skills
- Strong technical knowledge across UK personal tax matters
- Ability to manage deadlines and mentor junior staff
Contact
Contact sam.priday@pro-tax.co.uk or call 07846 741892 to find out more about this opportunity.
EEO Statement
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Assistant Manager in Leeds employer: PRO-TAX RECRUITMENT LIMITED
As a leading firm in private client tax services, we offer an exceptional work environment that prioritises employee well-being and professional growth. With a competitive salary, generous benefits including private medical insurance and a hybrid working model, our culture fosters collaboration and mentorship, allowing you to thrive while managing a diverse portfolio of high-net-worth clients. Join us to advance your career with fully funded training towards CTA and other qualifications in a supportive and inclusive atmosphere.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Assistant 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 PRO-TAX RECRUITMENT LIMITED, 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 Assistant 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 PRO-TAX RECRUITMENT LIMITED'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 PRO-TAX RECRUITMENT LIMITED. 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 PRO-TAX RECRUITMENT LIMITED!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨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 PRO-TAX RECRUITMENT LIMITED.
✨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 PRO-TAX RECRUITMENT LIMITED. It helps to show our commitment!
