Private Client Tax Assistant Manager / Manager- Advisory Focus

Headstar; Leeds; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

Headstar is seeking a Private Client Tax professional in Leeds, offering a role as either Assistant Manager or Manager. The position emphasizes advisory work, allowing you to support high-net-worth individuals and business owners.

Your responsibilities will include complex tax matters like succession planning and capital gains tax. Ideal candidates should have experience or be studying towards CTA with strong communication skills and a desire for growth in a collaborative environment.

This hybrid role presents excellent progression opportunities in a supportive culture, working mainly on advisory projects.

Qualifications

• CTA qualified or actively studying for CTA.
• Experience in private client tax within practice.
• Genuine interest in advisory work.

Responsibilities

• Work on varied advisory assignments for high-net-worth clients.
• Support clients with complex tax matters.
• Build trusted adviser relationships.

Skills

Private client tax experience

Strong communication skills

Technical aptitude

Desire to develop as a tax specialist

Interest in advisory work

Education

CTA qualified or studying towards CTA

Job description

Are you a Private Client Tax professional looking to spend more time advising clients and less time processing compliance work?

We’re partnering with a growing specialist tax advisory firm that is expanding its Leeds team and looking to appoint a Private Client Tax Assistant Manager or Manager.

Working with high-net-worth individuals, business owners, entrepreneurs, and wealthy families, you’ll be involved in a broad range of advisory projects while developing your expertise alongside some of the most technically capable tax professionals in the market.

The Role

You’ll work on a varied portfolio of advisory assignments, supporting clients with complex tax matters and long-term planning.

• Succession and estate planning
• Capital gains tax planning
• Wealth structuring
• Shareholder planning
• Transactions and liquidity events
• Family wealth and inheritance planning

This is a highly client-facing role where you’ll have the opportunity to build trusted adviser relationships from an early stage.

What We’re Looking For

• CTA qualified or studying towards CTA
• Private client tax experience gained within practice
• Strong technical aptitude
• Genuine interest in advisory work
• Strong communication and relationship-building skills
• Desire to continue developing as a tax specialist

Assistant Manager level candidates do not need extensive advisory experience, but should demonstrate a clear desire to move into advisory work.

Manager-level candidates should be comfortable leading projects and managing client relationships.

Why Join?

• Predominantly advisory work
• Exposure to high-net-worth individuals and business owners
• Collaborative and supportive culture
• Strong progression opportunities
• Opportunity to influence a growing office

Location: Leeds
Salary: £45,000 - £70,000+
Hybrid: 3 days office / 2 days home
Start: ASAP

If you’re looking to become a trusted advisor to high-net-worth clients rather than focusing primarily on compliance, hit apply.