We have been instructed on a Private Client Tax Assistant Manager or Manager opportunity on behalf of our client a highly reputable firm in Central Leeds.

Working with an entrepeneurial client portfolio (including HNWIs, Business Owners, Trusts & Estates) involving a mixture of compliance, tax planning, advisory and ad hoc advisory work.

Perfect for a CTA qualified individual ooking for career progression, flexibility and an excellent work life balance.

Fantastic remuneration & benefits package, manager & company bonus, option of WFH 3 days a week, flexible hours and a personal progression plan. Part time considered, more information below:

The Role:

Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of tax compliance
Tax planning
Provision of advice in areas such as Capital Gains, Trusts & Estates, & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Clent meetings
Building strong client relationships.

You:

CTA Qualified
CTA PQ/ ATT also considered
Ideally experience of working with HNWIs, Trusts and Estates
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident

Benefits:

Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
35 Hour Working week
Flexible Working (core hours 10am - 4pm)
Option to Buy/ Sell Holiday
Part time considered
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Social events

If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.