Private Client Tax Advisory Manager / Senior Manager

Pro Talent; Leeds; Hybrid; GBP 65,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Holiday buy or carry over

Private medical cover

Enhanced family leave

Competitive pension

Life assurance

Volunteering day

Wellbeing support

Job summary

Pro Talent in Leeds is seeking an experienced private client adviser to lead and project manage complex client work, build a reputation as a technical specialist, and collaborate with lawyers and advisers on major planning projects. You will review and sign off complex SA returns, help set the team's direction, develop people, and spot and win new work with BD support.

Hybrid working with genuinely flexible hours, private medical cover, enhanced family leave, a competitive pension and life

Qualifications

• 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

Project management

Team leadership

Client advisory

Business development

Education

CA, ATT, CTA, STEP or similar

Job description

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

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