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- Tasks: Manage high-net-worth client relationships and oversee compliance cycles.
- Company: A prestigious accountancy firm with a growing Private Client Tax team.
- Benefits: Flexible hybrid working, career progression opportunities, and a supportive team environment.
- Why this job: Join a dynamic team and make a real impact in personal tax advisory.
- Qualifications: CTA qualified with experience in advising HNWIs and excellent communication skills.
- Other info: Opportunity for career growth towards Director level in a high-end practice.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a high-profile accountancy firm that is continuing to grow across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation. The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Senior Manager or Associate Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team's Partners. The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.
Key elements of the role will include:
- Managing HNW client relationships as their primary point of contact.
- Overseeing their annual compliance cycle and a team of junior tax advisers.
- Handling high-end ad hoc income and capital taxes planning projects.
- Advising on CGT, IHT, domicile/residence issues and the use of trust structures.
- Working closely with leading Partners where required.
- Identifying potential planning opportunities and assisting with marketing and networking initiatives.
As very much a client-facing role, you will require excellent communication and relationship management skills. The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs. This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance.
Personal Tax Senior Manager / Associate Director - Leeds employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager / Associate Director - Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at firms you’re interested in. You never know who might help you land that dream role!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with HNW clients and your CTA qualification. Share specific examples of how you've managed client relationships and tackled complex tax issues.
✨Tip Number 3
Prepare for interviews by researching the firm and its culture. Understand their approach to private client tax and think about how you can contribute to their growth. Tailor your answers to reflect their values and show them why you’d be a great fit!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So go ahead, hit that apply button and let’s get the conversation started!
We think you need these skills to ace Personal Tax Senior Manager / Associate Director - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your CTA qualification and any relevant experience with HNW clients, as this will show us you're a great fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our Private Client Tax team and how your background aligns with the responsibilities outlined in the job description.
Showcase Your Communication Skills: Since this role is client-facing, we want to see your excellent communication skills in action. Whether it's in your CV or cover letter, make sure to demonstrate how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of personal taxation, especially around CGT, IHT, and domicile/residence issues. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Client Management Skills
Since this is a client-facing role, prepare examples of how you've successfully managed HNW client relationships in the past. Highlight your communication skills and any specific strategies you've used to build rapport with clients.
✨Demonstrate Your Team Leadership
Be ready to talk about your experience overseeing junior tax advisers. Share instances where you've guided a team through complex projects or compliance cycles, showcasing your leadership style and ability to mentor others.
✨Think Ahead
Prepare to discuss potential planning opportunities you've identified in previous roles. This shows your proactive approach and ability to contribute to marketing and networking initiatives, which are key for growth in this position.
