Location: Leeds (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time
Ready to have your own private client portfolio and start managing people? This Leeds role gives you both.
My client is a large professional services firm with a national private client compliance team. Clients include HNW individuals, non-residents, farmers, partnerships, trusts and estates, so there's plenty of variety.
What you'll be doing
- Running your own portfolio of SA returns, MTD reporting, Final Declarations and trust accounts
- Being the main point of contact for your clients
- Managing WIP, fees and proposals on your portfolio
- Picking up advisory work such as real-time CGT reporting and remuneration planning
- Reviewing junior work and line managing the team
What you'll need
- CA, ATT, CTA, STEP or similar, or qualified by experience
- Post-qualification experience in private client tax
- Confident researching technical points on your own
- Tolley's experience would be useful
What's in it for you
- Hybrid working and genuinely flexible hours
- Holiday you can buy or carry over, plus bank holidays
- Private medical cover, with the option to add your family
- Enhanced family leave, a competitive pension and life assurance
- A paid volunteering day and 24/7 wellbeing support
Qualified by experience is welcome here, so don't rule yourself out if you've built your skills on the job.
For a confidential chat, get in touch with Lydia at ProTalent.
lydia@protalent.co | 01273 491 852 | ProTalent.eu