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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 work/life balance.
- Benefits: Hybrid working, generous pension, private healthcare, and a progression plan.
- Why this job: Join a dynamic team and work with high-net-worth clients on impactful projects.
- Qualifications: CTA qualified or ATT/CTA PQ with experience in private client tax.
- Other info: Flexible hours, social events, and excellent transport links.
The predicted salary is between 48000 - 72000 £ 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.
Locations
Private Client Tax Manager in Leeds, Yorkshire 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 Leeds, Yorkshire
✨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
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with HNWIs, Trusts, and Estates. Share specific examples of how you've successfully managed tax portfolios or identified planning opportunities.
✨Tip Number 3
Prepare for those interviews! Research the firm and their client base, especially if they work with high-net-worth individuals. Be ready to discuss how you can contribute to their growth and what unique skills you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of fantastic roles waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to help you every step of the way!
We think you need these skills to ace Private Client Tax Manager in Leeds, Yorkshire
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 your experience in tax planning and compliance, and how you can contribute to our impressive client portfolio.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure to demonstrate your ability to build strong client relationships in your application. We love seeing examples of how you've successfully led client meetings or mentored junior staff.
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 successful outcomes from your advisory work, especially with HNWIs, to demonstrate your capability.
✨Be Ready for Team Dynamics
As a Private Client Tax Manager, you'll be mentoring junior staff. Think about your leadership style and prepare to discuss how you've supported team members in the past. This will show that you can lead effectively while fostering a collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and compliance. This not only shows your genuine interest in the role but also gives you a chance to assess if the company culture aligns with your values, especially regarding work-life balance and flexibility.
