Personal Tax Senior Manager / Associate Director - Leeds

Howells Consulting Ltd; Leeds; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

An established industry player seeks a Senior Manager or Associate Director for their Private Client Tax team. This role offers an exciting opportunity to work closely with high-net-worth clients, advising on personal taxation matters while managing a team of junior advisers. With a genuine path to progression towards Director level, you will enjoy the flexibility of hybrid working, allowing you to balance your professional and personal life effectively. Join a dynamic and thriving team where your expertise will be valued and where you can make a significant impact in a high-end practice.

Qualifications

• CTA qualified with experience in advising HNWIs on personal taxation.
• Strong relationship management skills are essential for client interactions.

Responsibilities

• Manage HNW client relationships and oversee compliance cycles.
• Handle high-end tax planning projects and advise on complex issues.

Skills

Relationship Management

Tax Planning

Client Advisory

Compliance Management

Education

CTA Qualification

Job description

Our client is a high-profile accountancy firm that is continuing to grow across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth 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 Senior Manager or Associate Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team's Partners.

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

Key elements of the role will include:

• Managing HNW client relationships as their primary point of contact.
• Overseeing their annual compliance cycle and a team of junior tax advisers.
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures.
• Working closely with leading Partners where required.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

As very much a client-facing role, the Manager will require excellent relationship management skills. The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5200

To find out more and to request a full job description, please email me at [e-mail].

Alternatively, simply apply below: