At a Glance
- Tasks: Manage client relationships and provide tailored tax advice on complex matters.
- Company: Leading tax consultancy in Leeds with a focus on diversity and inclusion.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to mentor junior team members and grow your career.
- Why this job: Make a real impact by advising high-net-worth individuals and business owners.
- Qualifications: ACA, ATT, CTA or ACCA qualified with UK private client tax experience.
The predicted salary is between 45000 - 70000 £ per year.
Location: Leeds City Centre
Salary: £45,000 - £70,000 (Depending on level - Either AM or Manager)
I'm currently working with a leading tax consultancy based in Leeds who are looking to bring in an experienced Private Client Tax Manager or Assistant Manager.
Responsibilities
- Manage relationships with private clients, providing tailored and commercially focused tax advice
- Deliver proactive planning across income tax, capital gains tax, and inheritance tax
- Advise on complex matters including residency, domicile, trusts, and offshore considerations
- Support clients on transactions such as property, investments, and business disposals from a tax perspective
- Oversee personal tax compliance, reviewing returns to ensure accuracy and timely submission
- Handle complex queries arising from compliance work and provide practical solutions
- Act as the main point of contact for HMRC enquiries, investigations, and disclosures
- Identify tax risks and ensure clients remain compliant with current legislation
- Build strong relationships with intermediaries such as financial advisers and legal professionals
- Spot opportunities to provide additional advisory services and support business development activity
- Mentor and review the work of junior team members, supporting their development
- Manage a portfolio of clients, ensuring work is delivered efficiently and to a high standard
Qualifications
- ACA, ATT, CTA or ACCA qualified
- UK private client tax experience
- Experience working with business owners and HNWIs
- Personal tax advisory & compliance experience
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 Tax Manager / Assistant Manager - Leeds employer: PRO-TAX RECRUITMENT LIMITED
Join a leading tax consultancy in the heart of Leeds, where we prioritise employee growth and development within a supportive and inclusive work culture. With competitive salaries and a commitment to diversity, we offer our Private Client Tax Managers and Assistant Managers the opportunity to build strong client relationships while mentoring junior team members, ensuring a rewarding and meaningful career path.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager / Assistant Manager - Leeds
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge in private client tax. Share specific examples of how you've tackled complex tax issues or improved client relationships. This will show them you’re the real deal!
✨Prepare for Interviews
Do your homework before any interview. Understand the company’s values, recent news, and their approach to tax consultancy. Prepare questions that show you’re genuinely interested in their work and how you can contribute to their success.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and ready to take the next step in your career.
We think you need these skills to ace Private Client Tax Manager / Assistant Manager - Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager or Assistant Manager role. Highlight your UK private client tax experience and any relevant qualifications like ACA, ATT, CTA, or ACCA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific experiences where you've provided tailored tax advice or managed client relationships effectively.
Showcase Your Problem-Solving Skills:In your application, don’t forget to mention how you've handled complex queries or compliance issues in the past. We love seeing candidates who can provide practical solutions and think on their feet!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of income tax, capital gains tax, and inheritance tax. Be ready to discuss complex matters like residency and domicile, as well as how you’ve handled these in past roles.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained relationships with private clients. Highlight any experiences where you provided tailored tax advice or managed client portfolios effectively.
✨Be Ready for Compliance Questions
Expect questions about personal tax compliance and how you ensure accuracy in returns. Think of specific instances where you’ve dealt with HMRC enquiries or resolved complex compliance issues.
✨Demonstrate Your Mentoring Experience
If you’ve mentored junior team members, be prepared to share your approach. Discuss how you’ve supported their development and the impact it had on the team’s performance.
