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- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- Company: Leading firm of Chartered Accountants in Leeds with a focus on growth.
- Benefits: Fantastic remuneration, hybrid work options, private healthcare, and flexible hours.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: CTA qualified or ATT/CTA PQ with experience in personal tax.
- Other info: Excellent career progression and supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Leeds who, due to continued growth, are seeking a Private Client Tax Manager to join their team. Perfect for a CTA qualified individual looking for the next step up in their career with an excellent work/life balance.
Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of advisory, compliance, tax planning and ad hoc project work. Fantastic remuneration & benefits package, manager & company bonus, private healthcare, personal progression plan, lots of flexibility, and the option of WFH 3 days a week.
The Role:
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Review of tax compliance
- Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
- Managing/ supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Leading client meetings
- Building and maintaining strong client relationships.
Benefits Include:
- Progression plan
- Company & Manager bonus
- Hybrid arrangement (option of WFH 3 days a week)
- 35 Hour Working week
- Flexible Working (core hours 10am 4pm)
- Private healthcare
- Generous Pension
- Cycle to work scheme
- Social events
- Part time considered
- Excellent transport links
You:
- CTA Qualified
- ATT/ CTA PQ also considered
- Ideally experience of working with HNWIs, Trusts and Estates
- Significant UK private client/ personal tax expertise
- Excellent communication skills
- UK Resident
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
Private Client Tax Manager in Humber employer: Taylor Rose Recruitment Ltd
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in Humber
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Manager role.
✨Tip Number 2
Prepare for interviews by researching the firm and its clients. Understand their values and what they’re looking for in a candidate. This will help you tailor your answers and show them you’re the perfect fit for their team.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might not be advertised elsewhere. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Private Client Tax Manager in Humber
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant experience with HNWIs, Trusts, and Estates. 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 this role. Mention specific experiences that relate to tax planning and compliance, and show us your passion for the field.
Showcase Your Communication Skills: As a Private Client Tax Manager, strong communication is key. In your application, give examples of how you've successfully built client relationships or mentored junior staff. We love seeing those interpersonal skills in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, we’re excited to see your application come through!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Capital Gains, Trusts & Estates, and Inheritance tax. Be ready to discuss specific cases or scenarios where you've successfully navigated these areas, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Management Skills
Since the role involves building and maintaining strong client relationships, prepare examples of how you've managed client portfolios in the past. Highlight any experiences where you've identified tax planning opportunities or led successful client meetings.
✨Demonstrate Leadership Qualities
As a Private Client Tax Manager, you'll be mentoring junior staff. Think of instances where you've taken the lead on projects or supported team members. This will show that you're not only capable of managing your own work but also nurturing talent within the team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and their client base. This demonstrates your genuine interest in the role and helps you assess if the company culture aligns with your values, especially regarding work-life balance and flexibility.
