Personal Tax Advisory Manager - Leeds

Georgiana Head Recruitment Limited; Leeds; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment firm is seeking a private client manager in Leeds. The candidate will provide personal tax advisory services, working closely within a specialist team focused on business owners and high net worth individuals. Responsibilities include reviewing tax reports and liaising with HMRC. The role offers a great salary and benefits.

Benefits

Great salary

Benefits package

Qualifications

• Experience in personal tax advisory services.
• Strong advisory skills to manage high net worth individuals.
• Ability to build strong relationships with clients and team members.

Responsibilities

• Review tax reports prepared by junior team members.
• Ensure WIP analysis and billing are kept up to date.
• Liaise with HMRC regarding various issues.
• Assist partner with identifying specific advisory issues.

Job description

Overview

Key role in a growing Top 20 team. Our client is looking for a private client manager with sound advisory skills. In this role you will provide personal tax advisory services as part of a specialist team to a range of clients that has a strong focus on business owners, trustees and high net worth individuals. Given the nature of these clients, the role will centre around building strong relationships with both clients and other team members in the broader firm (both in the UK and abroad) as well as providing pragmatic, holistic advice. You will work closely with the tax, private client and privately owned business teams and with clients and be committed to providing exceptional service.

Great salary and benefits too.

Responsibilities

• Review of tax reports prepared by junior members of the team.
• Ensure WIP analysis and billing are kept up to date.
• Ensure are of an appropriate standard for QCR purposes.
• Liaising with HMRC regarding various issues.
• Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc