Private Client Advisory Manager - Leeds

Georgiana Head Recruitment
Leeds

Key role in a growing Top 20 team. Our client is looking for a private client manager with sound advisory skills. In this role you will provide personal tax advisory services as part of a specialist team to a range of clients that has a strong focus on business owners, trustees and high net worth individuals. Given the nature of these clients, the role will centre around building strong relationships with both clients and other team members in the broader firm (both in the UK and abroad) as well as providing pragmatic, holistic advice. You will work closely with the tax, private client and privately owned business teams and with clients and be committed to providing exceptional service. This will include:
• Review of tax reports prepared by junior members of the team.
• Ensure WIP analysis and billing are kept up to date.
• Ensure are of an appropriate standard for QCR purposes.
• Liaising with HMRC regarding various issues.
• Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc
This firm can offer, flexible and hybrid working. Would consider anything from an Assistant Manager looking for a step up to manager to an experienced manager looking for promotion prospects. Great salary and benefits too.

Posted 2025-10-29

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