Personal Tax Advisory Manager - Leeds

Taxation; Leeds; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible working

Hybrid working

Job summary

Taxation in Leeds is seeking a private client manager with strong advisory skills to join a specialist team focusing on business owners, trustees and high net worth individuals. You will build relationships with clients and the wider team across the UK and abroad, delivering pragmatic, holistic tax advice.

You will review reports, manage WIP and billing, maintain QCR quality, and liaise with HMRC while supporting partners on advisory issues such as shareholder profit extraction and succession

Qualifications

• Sound advisory skills for private clients across a range of individuals including business owners, trustees and high net worth individuals.
• Ability to review tax reports and ensure WIP analysis and billing are up to date.
• Experience liaising with HMRC on various issues.

Responsibilities

• Review tax reports prepared by junior members of the team.
• Ensure WIP analysis and billing are kept up to date.
• Ensure areas are of an appropriate standard for QCR purposes.
• Liaise with HMRC regarding various issues.
• Assist partners with identifying advisory issues such as shareholder profit extraction, exit planning, succession planning, or relocation.

Skills

Private client advisory

Relationship management

Tax advisory

Liaison with HMRC

Tools

Billing software

Job description

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.

This will include:

• 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

This firm can offer, flexible and hybrid working. Would consider anything from an Assistant Manager looking for a step up to manager to an experienced manager looking for promotion prospects. Great salary and benefits too.