At a Glance
- Tasks: Manage private client relationships and provide tailored tax advice.
- Company: Leading tax consultancy in Leeds with a focus on client success.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Other info: Opportunity to mentor junior team members and grow your career.
- Why this job: Make a real impact by advising high-net-worth individuals on complex tax matters.
- 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
Private Client Tax Manager | Lead High-Impact Tax Advisory employer: Taxation
Join a leading tax consultancy in the heart of Leeds City Centre, where you will thrive in a dynamic work culture that prioritises employee growth and development. With competitive salaries and a focus on tailored client relationships, this role offers the opportunity to make a significant impact while enjoying a supportive environment that encourages professional advancement and collaboration with industry experts.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager | Lead High-Impact Tax Advisory
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax consultancy field. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with private clients and complex tax matters. Share specific examples of how you've provided tailored advice and solved tricky problems.
✨Tip Number 3
Prepare for those tricky questions! Brush up on common interview questions related to personal tax compliance and advisory services. Think about how you’d handle HMRC enquiries or mentor junior team members, as these are key aspects of the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Private Client Tax Manager | Lead High-Impact Tax Advisory
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Manager role. Highlight your UK private client tax experience and any relevant qualifications like ACA, ATT, CTA, or ACCA.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share examples of how you've managed client relationships and provided tailored tax advice, especially in complex situations.
Showcase Your Problem-Solving Skills:In your application, mention instances where you've tackled complex queries or compliance issues. We want to see how you approach challenges and provide practical solutions for clients.
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 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 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 like property or business disposals.
✨Demonstrate Your Problem-Solving Abilities
Think of specific instances where you’ve tackled complex queries or compliance issues. Be ready to explain your thought process and the practical solutions you provided, especially when dealing with HMRC enquiries.
✨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, ensuring high standards across the team.
