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Private Client Tax Assistant Manager

Marks Sattin
Posted 7 days ago, valid for 16 days
Location

Leeds, West Yorkshire LS14 1DZ

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

Health Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Private Client Tax Assistant Manager position is based in Leeds with a hybrid working model and offers a salary of £45,000 depending on experience.
  • This role requires candidates to have experience in private client tax and involves managing a portfolio of high-net-worth individuals with complex tax situations.
  • Key responsibilities include preparing and reviewing personal tax returns, delivering expert tax advice, and overseeing the tax assurance process.
  • The ideal candidate should be ACA/ACCA/CTA/ATT qualified or working towards these qualifications and have experience engaging with both internal and external stakeholders.
  • Benefits include 25 to 29 days of holiday, private health insurance, group income protection, travel insurance, and a bonus and profit share scheme.

Private Client Tax Assistant Manager /Leeds- Hybrid / £45,000 DOE with Benefits

An opportunity to be part of an agile and innovative team that encourages you to shape your role and contribute to its growth. We're looking for a Private Client Tax Assistant Manager to join a forward-thinking firm that continuously improves how it delivers client solutions.

The Role:

This is a client-facing role, where you will manage a portfolio of clients, including high-net-worth individuals with complex tax situations. The role involves delivering accurate tax returns and providing expert advice on personal tax matters, adapting to changes in legislation and market trends. You will build strong client relationships and work closely with senior team members to ensure the best outcomes.

  • Oversee a portfolio of clients through the tax assurance process.
  • Prepare and review personal tax returns.
  • Offer tailored tax advice to clients based on their unique needs.
  • Conduct research and provide technical analysis on income tax, capital gains tax, and inheritance tax matters.
  • Manage billing and work-in-progress.
  • Collaborate with the wider team to identify advisory opportunities.
  • Mentor junior team members and review their work to encourage professional growth

Skills:

  • Private Client Tax experience.
  • ACA/ACCA/CTA/ ATT qualified or working towards
  • Experience engaging with internal & External stakeholders

Benefits:

  • 25 to 29 Days Holiday depending on level with option to buy 10 days.
  • Private Health insurance
  • Group Income Protection
  • Travel Insurance
  • Bonus & profit share scheme

Apply by submitting a copy of your CV or by contacting Aleksandra Taranovskaja |

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.