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- Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
- Company: Leading firm of Chartered Accountants in Leeds with a focus on work/life balance.
- Benefits: Fantastic remuneration, hybrid working, private healthcare, and generous pension.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: CTA qualified with experience in tax compliance and advisory.
- Other info: Flexible working hours and excellent career progression opportunities.
The predicted salary is between 50000 - 65000 £ 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, lots of flexibility, option of WFH 3 days a week, and a personal progression plan.
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.
- 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
Private Client Tax Manager in Leeds employer: Taylor Rose Recruitment
Contact Detail:
Taylor Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in Leeds
✨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 & Estates, and tax planning. We want them to see you as the go-to person for all things tax-related.
✨Tip Number 3
Prepare for those interviews! Research the firm and their client portfolio. Be ready to discuss how you can manage a diverse private client tax portfolio and mentor junior staff. Confidence is key, so practice makes perfect!
✨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 are proactive about their job search. Let’s get you that fantastic remuneration and benefits package!
We think you need these skills to ace Private Client Tax Manager in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Private Client Tax Manager role. Highlight your CTA qualification and any specific experience with HNWIs, Trusts & Estates, and tax planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this position. Share your passion for tax advisory work and how you can contribute to our team while maintaining that all-important work/life balance.
Showcase Your Soft Skills: Don’t forget to mention your ability to build strong client relationships and mentor junior staff. These soft skills are just as important as your technical knowledge in this role.
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 updates regarding your application status.
How to prepare for a job interview at Taylor Rose Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of tax regulations, especially around Capital Gains, Trusts & Estates, and Inheritance tax. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight any experiences where you've identified tax planning opportunities or led client meetings, as this will demonstrate your ability to handle a diverse private client tax portfolio.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to tax compliance or advisory roles. Practise how you would approach these scenarios, focusing on your problem-solving skills and ability to deliver effective solutions.
✨Emphasise Your Team Spirit
Since mentoring junior staff is part of the role, be prepared to discuss your experience in leading teams or supporting colleagues. Share specific instances where you've helped others grow, as this will highlight your leadership qualities and fit within their collaborative culture.