Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of clients and provide ongoing advisory services.
- Company: Join a top 10 accountancy firm with beautiful offices in Manchester and Leeds.
- Benefits: Enjoy flexible working, enhanced pension, and a competitive salary plus bonuses.
- Why this job: Be part of a growing team that values diversity and offers clear career progression.
- Qualifications: Must be CTA, ATT, ACA or ACCA qualified with strong personal tax experience.
- Other info: Work from home 2-3 days a week and enjoy a supportive company culture.
The predicted salary is between 40000 - 60000 £ per year.
Private Client Assistant Manager/Manager
Manchester or Leeds (with WFH 2 days per week)
£40,000 – £60,000 DOE + Benefits + Bonus
Your new firm:
- Top 10 Accountancy firm in the UK
- Beautiful City Centre Leeds & Manchester offices
- Private client advisory & compliance team
- Well established private client team across both Locations
- Looking either an experienced Private Client Assistant Manager or Manager.
Your new role:
You\’ll form part of a rapidly growing private client team across the North that manages a portfolio of funds, business owners, wealthy families, trusts, entrepreneurs, partnerships and HWNIs.
- Manage your own portfolio of clients managing the day to day relationships.
- Support your clients in their full compliance Lifecyle throughout the year.
- Provide continuous and ongoing private client advisory advisory services.
- Help manage & run the private client tax team alongside experience Senior Managers, Directors & Partners.
What you\’ll need to be successful:
- Either CTA, ATT, ACA or ACCA qualified
- Strong UK Personal tax experience working in a professional services firm
- Experience managing your own portfolio of clients handling the full compliance life cycle.
- Experience or exposure to tax advisory projects and reporting writing.
What is on offer for you?
- Competitive salary between £40,000 – £60,000 depending on grade
- Enhanced pension and firm wide benefits
- Flexible working and WFH 2-3 days per week
- Cash allowance for Managers and above
- Clear progression pathway to Manager & Senior Manager
Want to find our more about this opportunity? Give Sam Minor a call on 07764700259 or email at sam.minor@pro-tax.co.uk
________
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.
#J-18808-Ljbffr
Private Client Assistant Manager/Manager - Manchester/Leeds employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Assistant Manager/Manager - Manchester/Leeds
✨Tip Number 1
Network with professionals in the private client sector. Attend industry events or webinars where you can meet people from top accountancy firms. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Research the specific challenges and trends in the private client advisory space. Being knowledgeable about current issues will help you stand out during interviews, showing that you're proactive and well-informed.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any tips they might have for someone looking to join the private client team.
✨Tip Number 4
Prepare for potential case studies or scenario-based questions during the interview process. Practising how you would handle real-life client situations can demonstrate your expertise and problem-solving skills effectively.
We think you need these skills to ace Private Client Assistant Manager/Manager - Manchester/Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in private client advisory and compliance. Emphasise your qualifications such as CTA, ATT, ACA, or ACCA, and detail your experience managing a portfolio of clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to manage client relationships and handle the full compliance lifecycle.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as strong UK personal tax experience, tax advisory project exposure, and reporting writing capabilities. Use examples to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the accounting field.
How to prepare for a job interview at Pro-Tax
✨Know Your Numbers
Make sure you are well-versed in the financial metrics and tax regulations relevant to private clients. Brush up on your UK personal tax knowledge, as this will be crucial in demonstrating your expertise during the interview.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and handle compliance issues, as this role requires strong interpersonal skills.
✨Be Ready for Technical Questions
Expect questions that test your understanding of tax advisory projects and compliance processes. Review common scenarios you might encounter in the role and think through your responses ahead of time.
✨Demonstrate Team Leadership Potential
Since you'll be working alongside senior managers and partners, it's important to convey your leadership abilities. Share experiences where you've led a team or contributed to team success, showing that you're ready to take on more responsibility.
