18996

Competitive

Permanent – Hybrid

Please Contact

Lewis Shippey

Private Client Tax Assistant Manager / Manager

Location: Leeds (Hybrid working available)

Contract: Full-time or Part-time

Role Summary

An experienced Assistant Manager or Manager is sought to join a growing Private Client team within a professional services firm.

This role offers the opportunity to work closely with entrepreneurs, owner-managed businesses, high-net-worth individuals, families, trusts and estates, delivering both compliance and advisory services.

The successful candidate will work within a collaborative team environment, supporting clients with practical and commercially focused personal tax advice.

Background and Experience

Candidates should have:

  • Strong experience in Private Client or Personal Tax within a professional services environment
  • Experience advising:
    • High-net-worth individuals
    • Business owners
    • Families
    • Trusts and estates
  • Technical knowledge across:
    • Income Tax
    • Capital Gains Tax
    • Inheritance Tax
    • Trusts and estates
    • Personal tax planning and succession planning
  • Experience managing a portfolio of clients and identifying advisory opportunities
  • CTA, ATT, ACA or equivalent qualification, or relevant experience depending on level

Salary and Benefits

Competitive salary and benefits package including profit-sharing opportunities and flexible working arrangements.

Why Join?

  • Flexible and hybrid working
  • Strong emphasis on work/life balance
  • High-quality private client work
  • Collaborative and supportive culture
  • Opportunity to grow within an expanding national practice

Please Note

  • Applicants must have the legal right to work in the UK and relevant UK tax experience7
  • Full-time preferred, although part-time arrangements will be considered
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