At a Glance
- Tasks: Manage private 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, mentoring opportunities, and a supportive work environment.
- Other info: Join a dynamic team with opportunities for professional growth and development.
- 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.
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
Want to find out more? 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.
Private Client Tax Manager | Lead High-Impact Tax Advisory in Leeds employer: Taxation
Join a leading tax consultancy in the heart of Leeds City Centre, 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 high-impact client relationships while mentoring junior team members, ensuring both personal and career development. Experience a supportive environment that encourages innovative thinking and offers unique advantages such as proximity to vibrant city life and a collaborative team atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager | Lead High-Impact Tax Advisory in 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 to opportunities that aren’t even advertised.
✨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 provided tailored advice or solved tricky problems. This will show them you’re the right fit for the role!
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their client base, and think about how your skills can help them. Prepare answers for common questions, but also be ready to discuss current tax legislation and trends that could impact their clients.
✨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 makes it easier for us to keep track of your application.
We think you need these skills to ace Private Client Tax Manager | Lead High-Impact Tax Advisory in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Private Client Tax Manager. Highlight your experience with private clients, tax compliance, and advisory services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your past work with HNWIs and how you've tackled complex tax issues.
Showcase Your Qualifications:Don’t forget to mention your ACA, ATT, CTA, or ACCA qualifications prominently. We value these credentials highly, so make sure they stand out in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Taxation
✨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 specific cases or scenarios where you've provided tailored advice, as this will show your expertise and ability to handle complex matters.
✨Build Rapport with Clients
Since managing relationships is key in this role, think about how you can demonstrate your interpersonal skills. Prepare examples of how you've successfully built relationships with clients or intermediaries, and be ready to share your approach to client management.
✨Showcase Your Problem-Solving Skills
Expect to face questions about handling complex queries and compliance issues. Prepare to discuss specific challenges you've encountered and the practical solutions you implemented. This will highlight your analytical thinking and ability to navigate tricky situations.
✨Mentorship Matters
As mentoring junior team members is part of the job, think about your experience in guiding others. Be prepared to share examples of how you've supported colleagues' development and how you would approach mentoring in this new role.
