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Private Client Tax Advisory Manager

Addington Ball Recruitment Ltd
Posted 6 days ago, valid for 11 days
Location

Leicester, Leicestershire LE5 3TB

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Leicester-based tax advisory firm is seeking a Private Client Tax Advisory Manager with solid private client advisory experience and significant previous experience at Senior Manager or Associate Director level.
  • The role involves managing complex private client service planning projects, providing technical advice on wealth planning and tax projects for UHNWI and HNWI clients.
  • Candidates are expected to hold ATT and/or CTA qualifications and possess effective team leadership skills, along with proven experience in client handling and project management.
  • The position offers a competitive salary, bonus, hybrid working options, 25 days of holiday, and opportunities for progression to the senior leadership team.
  • Interested applicants can apply or contact Richard for further discussion about this opportunity.

This Leicester based tax advisory firm has a new opening for a Private Client Tax Advisory Manager to join their team. The company fosters a collaborative and inclusive culture, emphasising professionalism, empathy, and respect. Employees benefit from flexible working arrangements and comprehensive development programmes. A commitment to diversity, continuous learning, and employee well-being creates an environment where individuals can thrive and grow professionally. With a strong focus on innovation and client-centric solutions, the firm stands out as a forward-thinking and supportive workplace..

This role reports into the senior leadership team and manages a high performing team headed up by two highly experienced and technically strong leaders.

As Private Client Tax Advisory Manager you will have responsibility for providing technical advice across a wide range of projects including wealth planning, shareholder exit, de-mergers and owner managed businesses.To provide advisory and consultancy services for private client services tax projects to UHNWI and HNWI clients, business owners and Directors focusing on the Midlands market.

The role will involve working on a variety of advisory projects and technical assignments. Whilst the core role is private client tax based, you will have knowledge of key issues across other taxes, and will build your knowledge of other taxes and wider commercial issues.You will provide technical training and support to junior staff to develop the wider advisory capabilities of the whole team.

Responsibilities:

  • Managing all aspects of delivering complex private client service planning projects, from start to completion.
  • Ensuring tax quality at all times 
  • Project management to ensure individual assignments are completed within budget
  • Taking responsibility for a number of key client relationships
  • Maintaining an advanced level of technical knowledge through appropriate reading and CPD courses
  • Researching and preparing proposals for new work, and taking part in formal presentations to prospective clients.

What we are looking for:

  • You will have solid private client advisory experience
  • Effective team leadership 
  • ATT and/or CTA
  • Significant previous experience at Senior Manager or Associate Director level in a professional firm.
  • Proven experience in client handling and project management.
  • Proven tax experience in producing high quality work 

What's on offer:

  • Competitive salary
  • Bonus
  • Hybrid working
  • 25 days holiday
  • Progression to the senior leadership team
  • Benefits package

Interested? Register your interest by applying today or call Richard to discuss this opportunity further. You can also visit the Addington Ball website or follow us on twitter @AddingtonBall to see all our current vacancies, news and updates.

Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/251301 - Private Client Tax Advisory Manager

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.