Private Client Assistant Manager/Manager - Manchester/Leeds

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

Job summary

A top accountancy firm in the UK is seeking a Private Client Assistant Manager/Manager to manage a portfolio of clients. The role offers a competitive salary between £40,000 - £60,000 depending on experience, with benefits including flexible working and clear progression pathways. Ideal candidates will have strong UK Personal tax experience and be qualified in CTA, ATT, ACA or ACCA.

Benefits

Enhanced pension

Flexible working

Clear progression pathway

Qualifications

• 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.

Responsibilities

• Manage your own portfolio of clients managing the day to day relationships.
• Support your clients in their full compliance lifecycle throughout the year.
• Provide continuous and ongoing private client advisory services.

Skills

UK Personal tax experience

Portfolio 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]

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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.