Private Client Tax Assistant Manager / Manager- Advisory Focus

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

Benefits offered by this job

Hybrid working

Excellent work-life balance

Career progression

Job summary

Headstar is partnering with a growing specialist tax advisory firm expanding its Leeds team to appoint a Private Client Tax Assistant Manager or Manager.

You'll work with high-net-worth individuals, business owners, entrepreneurs, and wealthy families on advisory projects while developing your expertise alongside some of the most technically capable tax professionals in the market.

Qualifications

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

Responsibilities

• Work on a varied advisory portfolio for high-net-worth clients.
• Support on succession and estate planning and wealth structuring.
• Advise on capital gains tax planning and shareholder planning.
• Assist with tax-efficient extraction strategies and liquidity events.
• Build trusted adviser relationships with clients from early on.

Skills

CTA qualified

Advisory work interest

Strong communication

Relationship-building

Client-focused

Desire to develop

Education

CTA qualification or studying towards CTA

Job description

Private Client Tax Assistant Manager / Manager £45,000 - £70,000+ Leeds Advisory-Focused

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.

Typical work includes:

• Succession and estate planning
• Capital gains tax planning
• Wealth structuring
• Shareholder planning
• Tax-efficient extraction strategies
• 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
• Significant client contact
• Collaborative and supportive culture
• Strong progression opportunities
• Opportunity to influence a growing office
• Hybrid working
• Excellent work-life balance

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