Personal Tax Assistant Manager or Manager

Longman Tax Recruitment Ltd.; York and North Yorkshire; On-site; GBP 50,000 - 80,000; Full time

Job summary

Longman Tax Recruitment Ltd. is seeking an Assistant Manager or Manager for its Private Client team in Leeds.

The role offers a varied mix of client interaction, compliance oversight and advisory work for a portfolio including entrepreneurs, owners, high-net-worth individuals, families and trusts. The successful candidate will oversee personal tax compliance and participate in wider planning across Capital Gains Tax, Inheritance Tax and succession planning, with progression opportunities within

Qualifications

• Experience in Private Client or Personal Tax within a professional practice.
• Experience managing client portfolios and delivering high service levels.
• CTA, ATT, ACA or equivalent qualifications advantageous.
• Experience with Capital Gains Tax, Inheritance Tax and succession planning is desirable.
• Ability to work with entrepreneurs, owner-managed businesses and high-net-worth individuals.

Responsibilities

• Oversee personal tax compliance matters for a broad client portfolio.
• Provide advisory support on planning and optimization of tax affairs.
• Build and maintain long-term client relationships with reliability.
• Collaborate with senior colleagues across the wider business.

Skills

Private Client Tax

Portfolio management

Client relationships

Tax advisory

Attention to detail

Education

CTA/ATT/ACA advantageous

Job description

An established and growing professional services firm is looking to appoint an Assistant Manager or Manager to join its Private Client team in Leeds. This is an excellent opportunity for an experienced personal tax professional seeking a varied role with a strong mix of client interaction, compliance oversight and advisory work.

Working with entrepreneurs, owner-managed businesses, high-net-worth individuals, families, trusts and estates, you will manage a broad portfolio of clients and build long-term relationships based on practical, reliable advice and responsive service. The role will involve overseeing personal tax compliance matters while also supporting clients with wider tax planning across areas including Capital Gains Tax, Inheritance Tax and succession planning.

The successful candidate will join a collaborative and well-established team with exposure to a wide range of technical work and the opportunity to work closely with senior colleagues across the wider business. Responsibilities will be shaped around your level of experience, making this a strong opportunity for either an established Assistant Manager ready for the next step or an experienced Manager looking for a new environment.

Applicants should have strong Private Client or Personal Tax experience gained within a professional practice environment, together with experience managing client portfolios and delivering a high standard of service. CTA, ATT, ACA or equivalent qualifications would be advantageous.

This role offers genuine scope for progression, a supportive working environment and the opportunity to be part of a growing team in one of the region’s strongest professional services markets.

Please note that only those applicants who have a legal right to work in the UK and have an appropriate amount of practical, relevant UK tax experience will be considered for this role. Additionally, candidates already registered with us will be automatically considered for this Leeds position and for any other Leeds-based tax jobs as new opportunities arise.