We have been instructed on a Private Client Tax Assistant Manager or Manager opportunity on behalf of our client a highly reputable firm in Central Leeds.Working with an entrepeneurial client portfolio (including HNWIs, Business Owners, Trusts & Estates) involving a mixture of compliance, tax planning, advisory and ad hoc advisory work.Perfect for a CTA qualified individual ooking for career progression, flexibility and an excellent work life balance.Fantastic remuneration & benefits package, manager & company bonus, option of WFH 3 days a week, flexible hours and a personal progression plan. Part time considered, more information below:The Role:Managing a diverse private client tax portfolioIdentifying tax planning opportunitiesReview of tax complianceTax planningProvision of advice in areas such as Capital Gains, Trusts & Estates, & Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffClent meetingsBuilding strong client relationships.You:CTA Qualified CTA PQ/ ATT also consideredIdeally experience of working with HNWIs, Trusts and EstatesSignificant private client/ personal tax expertiseExcellent communication skillsUK ResidentBenefits:Company & Manager bonusHybrid arrangement (option of WFH 3 days a week)35 Hour Working weekFlexible Working (core hours 10am - 4pm)Option to Buy/ Sell HolidayPart time consideredGood transport links (close to station)Generous PensionCycle to work schemeSocial eventsIf 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 & Ireland.
Back to searchPersonal Tax Manager
Taylor Rose Recruitment Ltd
Posted 3 days ago, valid for a month
Leeds, West Yorkshire LS14 1DZ
Full Time
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Sonic Summary
- A Private Client Tax Assistant Manager or Manager position is available with a reputable firm in Central Leeds.
- The role involves managing a diverse portfolio of entrepreneurial clients, including HNWIs and Trusts, focusing on compliance, tax planning, and advisory work.
- Candidates should be CTA qualified with significant private client tax experience, and ideally have experience working with HNWIs and Trusts.
- The position offers a salary of £50,000 to £70,000, along with a fantastic benefits package including a manager bonus and flexible working options.
- The firm promotes a strong work-life balance, allowing for a hybrid work arrangement with the option to work from home three days a week.
