Private Client Tax Manager
other jobs Insite Public Practice Recruitment Limited
Added before 3 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Part Time, Permanent
- £49,000 - £64,000 per annum, inc benefits
Job Description:
Full job descriptionLooking for a Private Client role that offers more than just compliance?
An established and highly regarded accountancy practice in North Yorkshire is looking to appoint a Private Client Tax Manager to support the continued growth of its advisory-focused tax team.
Working with a diverse portfolio of high-net-worth individuals, business owners, families, trusts and estates, you’ll play a key role in delivering both compliance and complex tax planning solutions.
What’s on Offer
*depending on experience
*Hybrid and flexible working
*Strong focus on advisory projects
*High-quality private client portfolio
*Clear progression opportunities
*Supportive and approachable leadership team
*Excellent staff retention
Your Role
*Manage a portfolio of private clients
*Review personal tax compliance work
*Deliver CGT, IHT and trust planning advice
*Support succession and estate planning projects
*Build long-term client relationships
*Mentor junior team members
Ideal Background
*CTA qualified (or equivalent)
*Strong private client tax experience
*Previous portfolio management experience
*Comfortable leading client meetings
*Advisory exposure preferred
This is a fantastic opportunity for a Private Client Tax Manager looking to join a growing team with genuine progression and interesting advisory work.
An established and highly regarded accountancy practice in North Yorkshire is looking to appoint a Private Client Tax Manager to support the continued growth of its advisory-focused tax team.
Working with a diverse portfolio of high-net-worth individuals, business owners, families, trusts and estates, you’ll play a key role in delivering both compliance and complex tax planning solutions.
What’s on Offer
*depending on experience
*Hybrid and flexible working
*Strong focus on advisory projects
*High-quality private client portfolio
*Clear progression opportunities
*Supportive and approachable leadership team
*Excellent staff retention
Your Role
*Manage a portfolio of private clients
*Review personal tax compliance work
*Deliver CGT, IHT and trust planning advice
*Support succession and estate planning projects
*Build long-term client relationships
*Mentor junior team members
Ideal Background
*CTA qualified (or equivalent)
*Strong private client tax experience
*Previous portfolio management experience
*Comfortable leading client meetings
*Advisory exposure preferred
This is a fantastic opportunity for a Private Client Tax Manager looking to join a growing team with genuine progression and interesting advisory work.
Job number 4073854
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Company Details:
Insite Public Practice Recruitment Limited
We are the UK’s and US acknowledged market leading Financial and Accountancy Consultancy; with the largest team of experienced Consultants and S...