Personal Tax Advisory Manager

Georgiana Head Recruitment Limited; Leeds; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment firm is seeking a Private Client Manager in Leeds. The successful candidate will provide personal tax advisory services to high net worth individuals and businesses. Key responsibilities include reviewing tax reports, liaising with HMRC, and assisting in advisory issues. Strong relationship-building skills and the ability to work within a collaborative team environment are crucial. This role offers a great salary, benefits, and flexible hybrid working options.

Benefits

Flexible working

Hybrid work model

Competitive salary and benefits

Qualifications

• Experience in providing personal tax advisory services.
• Proven track record in building relationships with clients.
• Ability to work collaboratively within a team.

Responsibilities

• Review tax reports prepared by junior team members.
• Maintain up-to-date WIP analysis and billing.
• Liaise with HMRC on various issues.
• Assist the partner with identifying advisory issues.

Skills

Personal tax advisory

Relationship building

Analytical skills

Advisory skills

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:

• KGJ 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 consideronneur 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 aauro step up to manager to an experienced manager looking for promotion prospects. Great salary and benefits too.