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Private Client Assistant Manager/Manager - Manchester/Leeds

Pro-Tax

Manchester

Hybrid

GBP 40,000 - 60,000

7 days ago

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An established industry player is seeking a Private Client Assistant Manager or Manager to join their growing team in Manchester or Leeds. This role involves managing a diverse portfolio of clients, including wealthy families and business owners, while providing comprehensive advisory services throughout the year. The firm offers a competitive salary and benefits, along with flexible working options. This is an excellent opportunity for a qualified professional looking to advance their career in a supportive environment that values diversity and inclusion.

Enhanced Pension

Flexible Working

Cash Allowance for Managers

Clear Progression Pathway

Qualified in CTA, ATT, ACA, or ACCA with strong UK personal tax experience.
Experience managing a client portfolio and handling compliance lifecycle.

Manage a portfolio of clients and support them in compliance lifecycle.
Provide ongoing private client advisory services and manage the tax team.

UK Personal Tax Experience

Client Portfolio Management

Tax Advisory Projects

Reporting Writing

CTA

ATT

ACA

ACCA

Private Client Assistant Manager/Manager
Manchester or Leeds (with WFH 2 days per week)
£40,000 - £60,000 DOE + Benefits + Bonus

Your new firm:

Top 10 Accountancy firm in the UK
Beautiful City Centre Leeds & Manchester offices
Private client advisory & compliance team
Well established private client team across both Locations
Looking for either an experienced Private Client Assistant Manager or Manager.

Your new role:

You'll form part of a rapidly growing private client team across the North that manages a portfolio of funds, business owners, wealthy families, trusts, entrepreneurs, partnerships and HWNIs.

Manage your own portfolio of clients, handling day-to-day relationships.
Support your clients in their full compliance lifecycle throughout the year.
Provide continuous and ongoing private client advisory services.
Help manage & run the private client tax team alongside experienced Senior Managers, Directors & Partners.

What you'll need to be successful:

Either CTA, ATT, ACA or ACCA qualified
Strong UK Personal tax experience working in a professional services firm
Experience managing your own portfolio of clients handling the full compliance lifecycle.
Experience or exposure to tax advisory projects and reporting writing.

What is on offer for you?

Competitive salary between £40,000 - £60,000 depending on grade
Enhanced pension and firm-wide benefits
Flexible working and WFH 2-3 days per week
Cash allowance for Managers and above
Clear progression pathway to Manager & Senior Manager

Want to find out more about this opportunity? Give Sam Minor a call on 07764700259 or email at sam.minor@pro-tax.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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