Personal Tax Manager – Leeds

Howells Consulting Ltd; Leeds; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Flexible working arrangements

Career progression opportunities

Job summary

A leading accountancy firm is looking for a personal tax Manager to manage a portfolio of high net worth clients. The role involves advising on income and capital tax planning and offers genuine progression opportunities. With a strong focus on relationship management and business development, this position provides a flexible hybrid working environment. Join a dynamic team dedicated to delivering high-quality tax services while enjoying a balanced work/life setup.

Qualifications

• Experience managing HNW client portfolios.
• Strong organizational skills for complex compliance reviews.
• Ability to identify business development opportunities.

Responsibilities

• Manage a portfolio of high net worth clients.
• Advise on income and capital tax planning projects.
• Build a third-party referral network.

Skills

Relationship management

Business development

Tax planning

Education

CTA qualification

Job description

Our client is a high-profile accountancy firm with a strong reputation across theregion. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Manager. The role would suit a talented Manager (or ambitious Assistant Manager looking to step up), who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress on to Senior Manager with the support of the team’s Directors and Partners.

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

The key element of the role will involve managing a portfolio of HNW clients (both UK and international). The position has a planning focus to it, advising on ad hoc income and capital taxes planning projects, with some review of complex compliance.

As very much a client-facing role, the Manager will require excellent relationship management skills. They should also have an interest in identifying business development opportunities on their portfolio, as well as building a third-party referral network in the region.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5005

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.