Personal Tax Manager - Leeds

Taxation; Leeds; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Flexible schedule

Job summary

Taxation is seeking a CTA qualified Private Client Tax Manager to join its high-profile team in Leeds. The role focuses on advising on income and capital taxes planning for a portfolio of UK and international HNW clients, with a strong emphasis on client relationship management.

The position offers a hybrid working pattern with 2-3 days remote, and genuine scope to progress towards Senior Manager as the team grows.

Qualifications

• CTA qualified personal tax professional with strong advisory focus.
• Excellent relationship management skills with high-net-worth clients.
• Comfortable in a client-facing, partner-led environment.

Responsibilities

• Manage a portfolio of high-net-worth clients UK and international.
• Advise on ad hoc income and capital taxes planning projects.
• Review complex compliance matters for private clients.
• Identify business development opportunities and build a regional referral network.

Skills

CTA qualified

Relationship management

Client-facing

Business development

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 5281