At a Glance
- Tasks: Support tax advisory services and manage complex planning projects for diverse clients.
- Company: Leading professional services firm with a strong reputation and collaborative culture.
- Benefits: Competitive salary, hybrid working, private medical insurance, and generous leave options.
- Other info: Great opportunities for career development and mentoring junior team members.
- Why this job: Join a progressive team and make a real impact in private client tax advisory.
- Qualifications: Professional tax qualification and experience in private client tax advisory required.
The predicted salary is between 51750 - 63250 £ per year.
Your New Company
A leading professional services firm is seeking a Private Client Tax Assistant Manager to join its growing Leeds office.
The firm advises a diverse portfolio of private clients, entrepreneurs, business owners, landed estates, trusts and internationally mobile individuals, providing specialist tax advisory services across a broad range of technical areas.
With a collaborative culture, significant investment in employee development and a strong reputation in the mid-market, this is an excellent opportunity to join a highly regarded tax team.
Your New Role
As a Private Client Tax Assistant Manager, you will work closely with senior tax specialists to deliver high-quality advisory services to a varied client portfolio.
You will be involved in a broad range of tax planning projects while supporting business development initiatives and mentoring junior team members.
Key responsibilities will include
- Supporting the delivery of tax advisory services to a portfolio of private clients.
- Acting as a key point of contact for clients where appropriate.
- Assisting with complex tax planning projects, including inheritance tax planning, succession planning, capital gains tax planning, trust structuring, residence and international tax matters, Transaction-related tax advice
- Managing advisory assignments and monitoring work in progress.
- Assisting with proposals for new work and fee discussions.
- Participating in client meetings and helping present technical advice in a clear and commercial manner.
- Identifying opportunities to develop existing client relationships and win new business.
- Working collaboratively with colleagues across tax and wider service lines to deliver integrated client solutions.
- Supporting, coaching and developing junior members of the tax team.
- Attending networking and business development events to build professional relationships and raise the firm's profile.
- What You'll Need to Succeed
To be successful in this role, you will ideally have
- A professional tax qualification such as CTA, ATT, STEP, ACA/CA or equivalent experience.
- Previous experience within a private client tax advisory environment.
- Strong technical knowledge across private client tax planning matters.
- The ability to undertake independent technical research and interpret legislation.
- Excellent communication and relationship-building skills.
- Strong organisational and project management capabilities.
- Competent use of Microsoft Excel and Word.
- Experience using Tolley's tax research products would be advantageous.
- What You'll Get in Return
In return, you will join a progressive and people-focused organisation that offers genuine opportunities for career development within a supportive environment. Benefits include:
- Competitive salary and benefits package.
- Hybrid and flexible working arrangements.
- Private Medical Insurance.
- Enhanced family leave provisions.
- Competitive pension scheme.
- Life assurance and death-in-service benefits.
- Employee Assistance Programme.
- Generous annual leave entitlement with purchase and carry-over options.
- Paid volunteering day.
- Ongoing professional development and career progression opportunities.
- #J-18808-Ljbffr
Private Client Tax Assistant Manager in Leeds employer: Taxation
Taxation in Manchester is an exceptional employer, offering a dynamic work culture that prioritises employee development and collaboration. With a competitive salary and benefits package, including a clear progression path to Tax Manager, employees enjoy the flexibility of a hybrid working model while engaging with high-net-worth clients in a supportive environment that fosters professional growth.
