Private Client Tax Advisory Manager / Senior Manager

ProTalent Limited; Leeds; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Holiday buy/carry over

Private medical cover

Enhanced family leave

Pension

Life assurance

Volunteering day

Wellbeing support

Job summary

ProTalent Limited in Leeds seeks a senior private client adviser to lead complex advice on IHT, trusts and succession planning. You will sit on the team’s management group and shape direction while collaborating with lawyers and other advisers.

Hybrid working with flexible hours, a strong benefits package, and a focus on growth and client development in a large UK firm.

Qualifications

• CA, ATT, CTA, STEP or similar.
• Strong advisory experience in IHT, trusts and succession planning.
• Experience managing a team and several projects at once.

Responsibilities

• Leading and project managing complex private client advice
• Building your name as a technical specialist, inside the firm and out
• Reviewing and signing off complex SA returns
• Working alongside lawyers and other advisers on bigger planning projects
• Helping set the team's direction and developing the people in it
• Spotting and winning new work, with BD support

Skills

Team management

IHT

Trusts and succession planning

Education

CA/ATT/CTA/STEP or similar

Job description

Location: Leeds (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time

A private client advisory role for someone who wants to be the go-to technical person, not just another reviewer.

My client is a large professional services firm with private client advisory teams across the UK and Ireland. The work centres on IHT, trusts, estates, succession planning and shareholder transactions, and you'd sit on the team's management group.

What you'll be doing

• Leading and project managing complex private client advice
• Building your name as a technical specialist, inside the firm and out
• Reviewing and signing off complex SA returns
• Working alongside lawyers and other advisers on bigger planning projects
• Helping set the team's direction and developing the people in it
• Spotting and winning new work, with BD support

What you'll need

• CA, ATT, CTA, STEP or similar
• Strong advisory experience in IHT, trusts and succession planning
• Experience managing a team and several projects at once

What's in it for you

• Hybrid working and genuinely flexible hours
• Holiday you can buy or carry over, plus bank holidays
• Private medical cover, with the option to add your family
• Enhanced family leave, a competitive pension and life assurance
• A paid volunteering day and 24/7 wellbeing support