Hybrid Personal Tax Assistant Manager - HNWIs & Planning

Taxation; Leeds; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Bonus

Enhanced pension

Hybrid working

Job summary

Taxation, a well-known national accountancy firm, is expanding its Personal Tax team in Leeds and recruiting a Personal Tax Assistant Manager to manage a UK portfolio of clients including HNWIs/UHNWIs and directors.

You will handle personal tax compliance while providing planning expertise, including capital gains and inheritance tax planning. The role includes mentoring junior staff and offers a hybrid working model with three days in the office.

Qualifications

• Strong personal tax background with UK portfolio management experience.
• Experience in capital gains and inheritance tax planning.
• ATT/CTA/ACA/ACCA qualification required or in progress.

Responsibilities

• Run and manage your own personal tax compliance portfolio, dealing directly with clients and key internal and external stakeholders.
• Support client base with tax planning services including capital gains, inheritance tax planning and wider succession planning; advisory work as appropriate.
• Review and manage personal tax work of junior staff within the personal tax team.

Skills

Personal tax

Portfolio management

Tax planning

Capital gains

Inheritance tax

Education

ATT / CTA / ACA / ACCA qualified

Job description

Taxation, a well-known national accountancy firm, is expanding its Personal Tax team in Leeds and recruiting a Personal Tax Assistant Manager to manage a UK portfolio of clients including HNWIs/UHNWIs and directors.

You will handle personal tax compliance while providing planning expertise, including capital gains and inheritance tax planning. The role includes mentoring junior staff and offers a hybrid working model with three days in the office.