Private Client Tax Advisory Manager

Taxation; Leeds; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading professional services firm in Leeds is seeking a Private Client Tax Advisory Manager. This role involves providing personal tax advisory services to clients, managing teams, and overseeing quality assurance. The ideal candidate will possess a relevant professional qualification, extensive personal tax experience, and strong project management skills. You can expect a competitive salary, hybrid working options, clear career progression, and a supportive culture that values diversity.

Benefits

Hybrid working options

Annual performance-based bonus

Comprehensive benefits package

Clear career progression opportunities

Qualifications

• Extensive experience in personal tax services.
• Strong project management skills.
• Experience identifying business development opportunities.

Responsibilities

• Reviewing tax reports prepared by junior team members.
• Managing WIP analysis and billing processes.
• Liaising with HMRC on client matters.

Skills

Project management

Creative thinking

Business development

Education

CTA or equivalent experience

Tools

CCH Central

Job description

Your new company

Our client is a leading professional services firm with a strong reputation for delivering quality across audit, tax, advisory, and consulting, with a culture rooted in inclusion, collaboration, and responsibility. Here, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.

Your new role

As a Private Client Tax Advisory Manager, you'll join a specialist team providing personal tax advisory services to a diverse client base, including business owners, trustees, and high-net-worth individuals. This role focusses on building strong relationships and delivering pragmatic, holistic advice.

• Reviewing tax reports prepared by junior team members
• Managing WIP analysis and billing processes
• Ensuring files meet quality standards for QCR purposes
• Liaising with HMRC on client matters
• Supporting partners with advisory projects such as shareholder profit extraction, succession planning, and relocation strategies
• Identifying opportunities for business development across tax and other service lines

What you'll need to succeed

• A relevant professional qualification (CTA or equivalent experience)
• Extensive experience in personal tax services
• Strong project management skills with the ability to meet deadlines
• Creative thinking and the ability to develop innovative solutions
• Experience identifying business development opportunities
• Familiarity with CCH Central for personal tax (advantageous)

What you'll get in return

We offer a competitive salary based on experience, annual performance-based bonus, and regular salary reviews. You'll enjoy:

• Hybrid working options for a healthy work-life balance
• Clear career progression opportunities
• A comprehensive benefits package, including wellbeing support
• A collaborative, inclusive culture where individuality is embraced

We are welcoming applications from Assistant Managers looking to step up to Manager, and Managers looking to move up to Senior Manager.

What you need to do now

If you're interested in this Private Client Tax Advisory Manager role, click 'apply now' to forward an up-to-date copy of your CV, or call Justin Hopkins on 0161 237 3388 to discuss it in more detail.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about 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