Private Client Tax Assistant Manager / Manager- Advisory Focus
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:
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Succession and estate planning
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Capital gains tax planning
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Wealth structuring
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Shareholder planning
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Tax-efficient extraction strategies
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Transactions and liquidity events
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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
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CTA qualified or studying towards CTA
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Private client tax experience gained within practice
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Strong technical aptitude
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Genuine interest in advisory work
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Strong communication and relationship-building skills
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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?
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Predominantly advisory work
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Exposure to high-net-worth individuals and business owners
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Significant client contact
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Collaborative and supportive culture
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Strong progression opportunities
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Opportunity to influence a growing office
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Hybrid working
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Excellent work-life balance 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.
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