Private Client Assistant Manager/Manager - Manchester/Leeds

PRO-TAX RECRUITMENT LIMITED; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Private Client Assistant Manager or Manager to join their dynamic team in Manchester or Leeds. This role offers the chance to manage a diverse portfolio, providing ongoing advisory services and ensuring compliance for high-net-worth individuals and businesses. With a competitive salary, enhanced benefits, and flexible working options, this opportunity is perfect for those looking to advance their careers in a supportive environment. Join a top-tier accountancy firm and make a significant impact while enjoying a clear progression pathway towards senior management roles.

Benefits

Enhanced pension

Flexible working

Cash allowance for Managers

Clear progression pathway

Qualifications

• Qualified in CTA, ATT, ACA, or ACCA with strong UK personal tax experience.
• Experience managing a client portfolio through the full compliance lifecycle.

Responsibilities

• Manage a portfolio of clients and their day-to-day relationships.
• Support clients in their full compliance lifecycle throughout the year.

Skills

UK personal tax experience

Client portfolio management

Tax advisory projects

Reporting writing

Education

CTA

ATT

ACA

ACCA

Job description

Private Client Assistant Manager/Manager - Manchester/Leeds

Location: Manchester

Type: Permanent

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 for 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 lifecycle throughout the year.
• Provide continuous and ongoing private client advisory services.
• Help manage & run the private client tax team alongside experienced 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 lifecycle.
• 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 out 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.