Private Client Assistant Manager/Manager - Manchester/Leeds

Pro-Tax; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy firm in the UK seeks a Private Client Assistant Manager/Manager in Manchester or Leeds. The ideal candidate will manage a diverse portfolio and provide tax advisory services to affluent clients, alongside a flexible work environment and clear progression pathways.

Benefits

Enhanced pension

Flexible working

Cash allowance for Managers

Clear progression pathway

Qualifications

• Experience managing your own portfolio of clients.
• Strong background in compliance lifecycle.
• Exposure to tax advisory projects and reporting.

Responsibilities

• Manage a portfolio of clients and relationships.
• Support clients in their full compliance lifecycle.
• Provide ongoing private client advisory services.

Skills

UK Personal tax experience

Client relationship management

Tax advisory projects

Education

CTA, ATT, ACA or ACCA qualified

Job description

Private Client Assistant Manager/Manager
Manchester or Leeds (with WFH 2 days per week)
£40,000 - £60,000 DOE + Benefits + Bonus

Your new firm:

• Top 10 Accountancy firm in the UK
• Beautiful City Centre Leeds & Manchester offices
• Private client advisory & compliance team
• Well established private client team across both Locations
• Looking either an experienced Private Client Assistant Manager or Manager.

Your new role:

You'll form part of a rapidly growing private client team across the North that manages a portfolio of funds, business owners, wealthy families, trusts, entrepreneurs, partnerships and HWNIs.

• Manage your own portfolio of clients managing the day to day relationships.
• Support your clients in their full compliance Lifecyle throughout the year.
• Provide continuous and ongoing private client advisory advisory services.
• Help manage & run the private client tax team alongside experience Senior Managers, Directors & Partners.

What you'll need to be successful:

• Either CTA, ATT, ACA or ACCA qualified
• Strong UK Personal tax experience working in a professional services firm
• Experience managing your own portfolio of clients handling the full compliance life cycle.
• Experience or exposure to tax advisory projects and reporting writing.

What is on offer for you?

• Competitive salary between £40,000 - £60,000 depending on grade
• Enhanced pension and firm wide benefits
• Flexible working and WFH 2-3 days per week
• Cash allowance for Managers and above
• Clear progression pathway to Manager & Senior Manager

Want to find our more about this opportunity? Give Sam Minor a call on 07764700259 or email at [e-mail]

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.