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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: Flexible working, private healthcare, generous pension, and social events.
- Why this job: Join a dynamic team and work with high-net-worth clients while enjoying work-life balance.
- Qualifications: CTA qualified or ATT/CTA PQ with experience in private client tax.
- Other info: Opportunity for personal progression and mentoring junior staff.
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 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 Yorkshire
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews like a pro! Research the firm thoroughly, understand their client base, and be ready to discuss how your experience with HNWIs and trusts can add value. We want you to shine, so practice common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past work, especially any successful tax planning projects or compliance cases. We love seeing tangible results, so don’t hesitate to highlight your achievements during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always updating our listings, so keep an eye out for new opportunities that match your skills and aspirations. Let’s land that Private Client Tax Manager role together!
We think you need these skills to ace Private Client Tax Manager in 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 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 led client meetings or mentored junior staff. We love seeing candidates who can build strong relationships!
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, it’s super easy!
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. This will show that you're not just qualified, but also experienced and confident in your expertise.
✨Show Off Your Client Management Skills
Since the role involves building and maintaining strong client relationships, think of examples from your past where you've excelled in this area. Prepare to share how you've managed diverse client portfolios and any successful outcomes from your advisory work.
✨Be Ready for Team Dynamics
As a Private Client Tax Manager, you'll be mentoring junior staff and leading client meetings. Think about your leadership style and how you can support your team. Have examples ready that demonstrate your ability to guide others and foster a collaborative environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to tax planning and their client base. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values, especially regarding work-life balance and flexibility.
