Personal Assistant Tax Manager

Personal Tax Assistant Manager
Leeds City Centre
£35,000 - £45,000 + Hybrid working

Are you passionate about personal tax and want to progress your career?
Do you enjoy a mix of tax compliance and planning work?
Want to join a well-known firm in for private wealth in the UK?

A well-known and established national accountancy firm are looking to expand their personal tax team in Leeds, bringing in a Personal Tax Assistant Manager.

Your new role as Personal Tax Assistant Manager:

Joining a well-established personal tax team that provide services to a range of HNWIs/UHNWIs and directors you will manage your own portfolio of clients across the UK.

• Run & manage your own personal tax compliance portfolio dealing directly with clients and other key internal and external stakeholders
• You will support your client base with tax planning services including capital gains, inheritance tax planning and wider succession planning to name a few. Planning / advisory work will be assigned depending on your experience and skill set.
• Review and manage personal tax work of more junior members of staff within the personal tax team.

Why would you consider this firm?

• An exciting time for this firm as they expand their Yorkshire based you will be at the heart of an ambitious and motivated tax practice
• You will get the opportunity to work with and support HNWIs with a variety of tax planning projects, meaning you will get much more tax exposure than a typical personal tax role.
• Flexible & hybrid working policy with most staff doing 3 days per week in the office
• Competitive salary, with a solid benefits package including a bonus and enhanced pension

What will you need to be successful?

• To be successful in the role you need to come from a strong personal tax background, having previous experience managing a personal tax portfolio in the UK.
• You will need to ATT / CTA / ACA / ACCA qualified
• Tax compliance experience is important for the role with any tax planning experience or dealing with trusts/ inheritance tax a bonus

What do you need to do if you are interested? Give me a call! The best contact number is or email me on

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