Private Client Tax Manager / Assistant Manager - Leeds
Private Client Tax Manager / Assistant Manager - Leeds

Private Client Tax Manager / Assistant Manager - Leeds

Leeds Full-Time 45000 - 70000 £ / year (est.) No home office possible
Pro-Tax

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 client success.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Other info: Inclusive workplace that values diversity and encourages applicants from all backgrounds.
  • 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.

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.

Your new role:

  • 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.

What you’ll need to be successful:

  • ACA, ATT, CTA or ACCA qualified.
  • UK private client tax experience.
  • Experience working with business owners and HNWIs.
  • Personal tax advisory & compliance experience.

Equal Opportunity Employer: 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

Join a leading tax consultancy in the heart of Leeds, where you will thrive in a dynamic work culture that values diversity and inclusion. With competitive salaries and opportunities for professional growth, you will manage a diverse portfolio of private clients while mentoring junior team members, ensuring both personal and professional development. Enjoy the unique advantage of working in a vibrant city centre location, surrounded by a supportive team dedicated to delivering exceptional tax advice and compliance services.
Pro-Tax

Contact Detail:

Pro-Tax Recruiting 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 experience with private clients and complex tax matters. Share specific examples of how you've helped clients navigate tricky tax situations – it’ll show you know your stuff!

✨Be Proactive

Don’t wait for job openings to pop up! Reach out to companies you admire and express your interest in working with them. Sometimes, they might create a position just for the right candidate – and that could be you!

✨Apply Through Our Website

We’ve got a fantastic platform for job applications, so make sure to apply through our website. It’s a great way to ensure your application gets seen by the right people and shows you’re serious about joining our team!

We think you need these skills to ace Private Client Tax Manager / Assistant Manager - Leeds

Tax Advisory
Personal Tax Compliance
Income Tax Planning
Capital Gains Tax
Inheritance Tax
Residency and Domicile Advice
Trusts and Offshore Considerations
Client Relationship Management
HMRC Enquiries Handling
Tax Risk Identification
Business Development
Mentoring and Team Development
ACA, ATT, CTA or ACCA Qualification
Experience with High Net Worth Individuals (HNWIs)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your qualifications like ACA, ATT, CTA, or ACCA, and any relevant tax advisory experience you've got.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with HNWIs and how you can manage client relationships effectively.

Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex tax issues in the past. This will show us that you can handle the kind of queries and compliance work we deal with at StudySmarter.

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 don’t miss out on any important updates during the process!

How to prepare for a job interview at Pro-Tax

✨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 similar situations in the past.

✨Showcase Your Client Management Skills

Prepare examples of how you've built and maintained relationships with private clients. Highlight your experience in providing tailored tax advice and how you’ve supported clients through transactions or compliance issues.

✨Demonstrate Your Problem-Solving Abilities

Think of specific instances where you’ve tackled complex queries or identified tax risks. Be ready to explain your thought process and the practical solutions you provided, as this will show your analytical skills.

✨Mentorship Matters

If you have experience mentoring junior team members, be sure to mention it! Discuss how you’ve supported their development and how you can bring that same approach to the new role, as it shows leadership potential.

Private Client Tax Manager / Assistant Manager - Leeds
Pro-Tax
Location: Leeds

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>