Hays
Private Client Tax Assistant Manager
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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
- 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.
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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 organizational and project management capabilities.
- Competent use of Microsoft Excel and Word.
- Experience using Tolley's tax research products would be advantageous.
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What You'll Get in Return
In return, you will join a progressive and people-focused organization 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.
What you need to do now
If you're interested in this Private Client Tax role in Leeds, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy, and Disclaimers which can be found at hays.co.uk.
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