Private Client Tax Assistant Manager

ICAEW; Leeds; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid and flexible working

Private Medical Insurance

Pension scheme

Life assurance

Employee Assistance Programme

Job summary

ICAEW in Leeds is recruiting a Private Client Tax Assistant Manager to join its growing tax team. You will work with senior specialists to deliver high-quality advisory services for private clients, entrepreneurs, trusts, and internationally mobile individuals.

You will mentor juniors, develop client relationships, and support business development while handling complex planning projects such as inheritance tax, residence and international tax matters.

Qualifications

• CTA/ATT/STEP/ACA/CA or equivalent qualification required.
• Experience in a private client tax advisory environment.
• Strong knowledge of private client tax planning matters.
• Ability to undertake independent technical research and interpret legislation.
• Excellent communication and relationship-building skills.
• Strong organisational and project management capabilities.
• Proficient in Microsoft Excel and Word.
• Experience using Tolley's tax research products would be advantageous.

Responsibilities

• Deliver tax advisory services to private clients.
• Act as a point of contact for clients.
• Assist with complex tax planning projects including inheritance tax planning, succession planning, capital gains tax planning, trust structuring, residence and international tax matters, Transaction-related tax advice.
• Manage advisory assignments and monitor progress.
• Assist with proposals for new work and fee discussions.
• Participate in client meetings and help present technical advice clearly and commercially.
• Identify opportunities to develop existing client relationships and win new business.
• Work collaboratively with colleagues across tax and wider service lines to deliver integrated client solutions.
• Support, coaching and developing junior members of the tax team.
• Attend networking and business development events to build professional relationships.

Skills

Tax advisory

Client relationship management

Communication skills

Research and legislation

Project management

Excel/Word

Business development

Education

CTA/ATT/STEP/ACA/CA or equivalent

Tools

Tolley's tax research

Job description

Your New Company

A leading professional services firm is seeking a Private Client Tax Assistant Manager to join its growing Leeds office. The firm advises a diverse portfolio of private clients, entrepreneurs, business owners, landed estates, trusts and internationally mobile individuals, providing specialist tax advisory services across a broad range of technical areas. With a collaborative culture, significant investment in employee development and a strong reputation in the mid-market, this is an excellent opportunity to join a highly regarded tax team.

Your New Role

As a Private Client Tax Assistant Manager, you will work closely with senior tax specialists to deliver high-quality advisory services to a varied client portfolio. You will be involved in a broad range of tax planning projects while supporting business development initiatives and mentoring junior team members. Key responsibilities will include:

• Supporting the delivery of tax advisory services to a portfolio of private clients.
• Acting as a key point of contact for clients where appropriate.
• Assisting with complex tax planning projects, including inheritance tax planning, succession planning, capital gains tax planning, trust structuring, residence and international tax matters, Transaction-related tax advice
• Managing advisory assignments and monitoring work in progress.
• Assisting with proposals for new work and fee discussions.
• Participating in client meetings and helping present technical advice in a clear and commercial manner.
• Identifying opportunities to develop existing client relationships and win new business.
• Working collaboratively with colleagues across tax and wider service lines to deliver integrated client solutions.
• Supporting, coaching and developing junior members of the tax team.
• Attending networking and business development events to build professional relationships and raise the firm's profile.

What You'll Need to Succeed

To be successful in this role, you will ideally have:

• A professional tax qualification such as CTA, ATT, STEP, ACA/CA or equivalent experience.
• Previous experience within a private client tax advisory environment.
• Strong technical knowledge across private client tax planning matters.
• The ability to undertake independent technical research and interpret legislation.
• Excellent communication and relationship-building skills.
• Strong organisational and project management capabilities.
• Competent use of Microsoft Excel and Word.
• Experience using Tolley's tax research products would be advantageous.

What You'll Get in Return

In return, you will join a progressive and people-focused organisation that offers genuine opportunities for career development within a supportive environment. Benefits include:

• Competitive salary and benefits package.
• Hybrid and flexible working arrangements.
• Private Medical Insurance.
• Enhanced family leave provisions.
• Competitive pension scheme.
• Life assurance and death-in-service benefits.
• Employee Assistance Programme.
• Generous annual leave entitlement with purchase and carry-over options.
• Paid volunteering day.
• Ongoing professional development and career progression opportunities.