Private Client Tax Assistant Manager / Manager – Advisory Focus

About the role

We are seeking a Private Client Tax Assistant Manager or Manager to join a specialist advisory firm in Leeds. The role focuses on providing high‑value tax advice to high‑net‑worth individuals, entrepreneurs and families, allowing you to spend more time on advisory work and less on routine compliance.

Key responsibilities

• Deliver advisory assignments covering succession and estate planning, capital gains tax planning and wealth structuring.
• Provide shareholder planning and tax‑efficient extraction strategies.
• Support clients through transactions, liquidity events and family wealth inheritance planning.
• Build trusted adviser relationships and act as a point of contact for complex tax matters.

Required profile

• CTA qualified or studying towards CTA.
• Private client tax experience gained within a practice.
• Strong technical aptitude and genuine interest in advisory work.
• Excellent communication and relationship‑building skills.
• Assistant Manager candidates should show a clear desire to move into advisory; Manager candidates should be comfortable leading projects and managing client relationships.

Required skills

What we offer

• Predominantly advisory work with high‑net‑worth clients.
• Collaborative, supportive culture with strong progression opportunities.
• Hybrid working model (3 days office, 2 days home) and excellent work‑life balance.
• Opportunity to influence a growing office and develop as a tax specialist.