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- Tasks: Manage a personal tax portfolio and provide compliance and planning services.
- Company: Join a well-known national accountancy firm focused on private wealth in the UK.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and enhanced pension.
- Why this job: Gain exposure to diverse tax projects while supporting high-net-worth clients.
- Qualifications: Must have a strong personal tax background and relevant qualifications (ATT/CTA/ACA/ACCA).
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
The predicted salary is between 28000 - 36000 £ per year.
Leeds City Centre £35,000 - £45,000 + Hybrid working
Are you passionate about personal tax and want to progress your career? Do you enjoy a mix of tax compliance and planning work? Want to join a well-known firm in private wealth in the UK?
A well-known and established national accountancy firm are looking to expand their personal tax team in Leeds, bringing in a Personal Tax Assistant Manager.
Your new role as Personal Tax Assistant Manager:
- Joining a well-established personal tax team that provides services to a range of HNWIs/UHNWIs and directors, you will manage your own portfolio of clients across the UK.
- Run & manage your own personal tax compliance portfolio dealing directly with clients and other key internal and external stakeholders.
- You will support your client base with tax planning services including capital gains, inheritance tax planning and wider succession planning.
- Review and manage personal tax work of more junior members of staff within the personal tax team.
Why would you consider this firm?
- An exciting time for this firm as they expand in Yorkshire; you will be at the heart of an ambitious and motivated tax practice.
- You will get the opportunity to work with and support HNWIs with a variety of tax planning projects, meaning you will get much more tax exposure than a typical personal tax role.
- Flexible & hybrid working policy with most staff doing 3 days per week in the office.
- Competitive salary, with a solid benefits package including a bonus and enhanced pension.
What will you need to be successful?
- To be successful in the role, you need to come from a strong personal tax background, having previous experience managing a personal tax portfolio in the UK.
- You will need to be ATT / CTA / ACA / ACCA qualified.
- Tax compliance experience is important for the role, with any tax planning experience or dealing with trusts/inheritance tax a bonus.
What do you need to do if you are interested? Give me a call! The best contact number is or email me on ________.
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.
Personal Tax Assistant Manager employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager
✨Tip Number 1
Network with professionals in the personal tax field. Attend industry events or webinars where you can meet people who work at the firm or similar companies. Building these connections can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest tax regulations and trends, especially those affecting high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 3
Prepare to discuss specific examples of your experience managing personal tax portfolios. Think about challenges you've faced and how you've successfully navigated them, as this will showcase your problem-solving skills and expertise during any discussions.
✨Tip Number 4
Familiarise yourself with the firm's values and recent projects. Being able to articulate how your skills align with their goals and how you can contribute to their expansion plans will make you a more attractive candidate.
We think you need these skills to ace Personal Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your personal tax experience, especially any roles where you managed a personal tax portfolio. Include relevant qualifications like ATT, CTA, ACA, or ACCA to demonstrate your expertise.
Craft a Compelling Cover Letter: In your cover letter, express your passion for personal tax and your desire to progress in your career. Mention specific experiences that align with the job description, such as managing client portfolios or tax planning projects.
Showcase Relevant Skills: Emphasise your skills in tax compliance and planning, particularly in areas like capital gains and inheritance tax. If you have experience dealing with HNWIs/UHNWIs, make sure to highlight this as it aligns with the firm's focus.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or typos. A polished application reflects your attention to detail, which is crucial in the field of personal tax.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Tax Knowledge
Make sure to brush up on your personal tax knowledge, especially around compliance and planning. Be prepared to discuss specific cases or scenarios where you've successfully managed a tax portfolio, as this will demonstrate your expertise.
✨Highlight Your Client Management Skills
Since the role involves managing a portfolio of clients, be ready to share examples of how you've built and maintained client relationships in the past. Discuss any challenges you faced and how you overcame them to ensure client satisfaction.
✨Prepare for Technical Questions
Expect technical questions related to capital gains, inheritance tax, and succession planning. Review relevant legislation and be prepared to explain how you would approach various tax planning scenarios.
✨Demonstrate Leadership Potential
As you'll be reviewing the work of junior staff, it's important to convey your leadership skills. Share experiences where you've mentored others or led a project, highlighting your ability to guide and support team members.
