Private Client Tax Assistant Manager​/Manager- Advisory Focus

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.

You’ll work on a varied portfolio of advisory assignments, supporting clients with complex tax matters and long-term planning.

• Succession and estate planning
• Capital gains tax planning
• Wealth structuring
• Shareholder planning
• 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.

• 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.

• Predominantly advisory work
• Exposure to high-net-worth individuals and business owners
• Collaborative and supportive culture
• Strong progression opportunities
• Opportunity to influence a growing office

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.