Personal Tax Assistant Manager – Leeds

Howells Consulting Ltd; Leeds; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A high-profile accountancy firm in Leeds is seeking a CTA qualified personal tax Senior or Assistant Manager. The role involves managing a portfolio of High Net Worth clients and advising on personal taxation matters, alongside compliance reviews. This position offers genuine career progression opportunities within a dynamic and supportive team environment and flexible hybrid working arrangements.

Benefits

Flexible work-life balance

Hybrid working model

Qualifications

• Experience in advising High Net Worth clients on personal taxation.
• Ability to manage a portfolio effectively.
• Capability to review compliance and provide tax planning advice.

Responsibilities

• Manage a portfolio of High Net Worth clients.
• Advise on personal taxation matters including income and capital taxes.
• Engage in compliance reviews as necessary.

Skills

Excellent relationship management skills

Advising on income and capital tax planning

Education

CTA qualification

Job description

Our client is a high-profile accountancy firm with a strong reputation across theregion. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Senior or Assistant Manager. The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress on to Manager grade with the support of the team’s Directors and Partners.

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

The key element of the role will involve managing a portfolio of HNW clients (both UK and international). The position involves both advising on ad hoc income and capital taxes planning, as well as some review of compliance.

As very much a client-facing role, the individual will require excellent relationship management skills.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5004

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.