Job Description
Private Client Tax Assistant Manager - Leeds
Our client is seeking a proactive and knowledgeable Private Client Tax Assistant Manager to join an established accounting firm based in Leeds. In this role, you will manage a portfolio of private clients, ensuring high-quality personal tax compliance and advisory services. As a Private Client Tax Assistant Manager in Leeds, you will support senior managers and partners in delivering tailored tax planning advice for a diverse client base.
Key Responsibilities
* Manage and review personal tax compliance for a portfolio of private clients, including preparation and review of Self-Assessment tax returns and trust accounts.
* Provide ad hoc tax advice relating to income tax, capital gains tax (CGT), inheritance tax (IHT), and other personal tax matters.
* Assist with more complex tax planning projects and client queries.
* Liaise directly with clients and HMRC on personal tax matters as required.
* Supervise and mentor junior team members, promoting their technical development.
* Stay updated with changes in personal tax legislation and market trends affecting the Leeds client portfolio.
Required Experience
1. ACA, CTA, ATT, or equivalent qualification.
2. Experience working within private client tax in a practice environment.
3. ...