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Role requirement

Vacancy type

Permanent

Sector

Accounting & Finance

Specialisim

Tax / VAT

Location

Leeds, West Yorkshire

Language skills

English

Job reference No.

15812

Salary

Competitive

Data Published

20/09/2024

Closing date

18/10/2024

Job Description:

Our client, a leading professional services firm, have a fantastic opportunity for a Private Client Tax Manager to join their team in Leeds on a permanent basis. This is a great opportunity to join a growing firm.

Skills/Experience:

  • Part qualified/qualified accountant, CTA/ATT or qualified by experience
  • Strong understanding of compliance requirements in Private Client Tax, Trusts and Inheritance Tax
  • Experience of managing a team
  • Advisory experience would be preferable

Core Responsibilities:

  • Manage portfolio of clients, ensuring compliance with the deadlines and agreed client service standards.
  • Identify advisory services to clients, including coaching and developing junior team with advisory projects.
  • Overseeing internal processes to ensure client data is obtained within set timescales to aid preparation of tax returns and provisions,
  • Interact with clients and answer queries via email, phone, digital platform or letter
  • Overseeing fee management process.
  • Identifying opportunities for process improvements and enhanced efficiencies within operational tax compliance procedures.

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15812

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Contact

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T: 0131 264 0233 M: 07535 897 789
Rachael O'Neill Director, Investment Operations and Accounting & Finance

Originally from Ireland, Rachael has been an integral part of the Core-Asset Consulting team for eight years, bringing 20 years of recruitment experience from London and Edinburgh. With a background in Business Studies and an MA in PR & Communications, Rachael's unique blend of strategic insight and consultative communication adds valuable depth to our team and influences many of our client projects.

Specialising in executive search, financial services, and investment recruitment, Rachael supports clients across the UK and Ireland. She is a strong advocate for diversity, equity, and inclusion, mentoring young people through MCR Pathways and encouraging girls to pursue careers in finance and investment through her work with Future Asset. As Director and part of the senior management team, Rachael's passion for providing a truly consultative service, combined with her deep understanding of the financial services sector, has earned her a reputation as a trusted advisor in recruitment.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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