At a Glance
- Tasks: Lead client relationships and provide strategic tax advice to high-net-worth individuals.
- Company: Top 10 accountancy and advisory firm with a collaborative culture.
- Benefits: Competitive salary, career progression, and the chance to mentor future leaders.
- Other info: Join a fast-growing team with exposure to high-profile clients and complex advisory work.
- Why this job: Make a real impact by advising on complex tax matters for diverse clients.
- Qualifications: ACA/CTA qualified with strong experience in private client tax.
The predicted salary is between 80000 - 100000 € per year.
A leading Top 10 accountancy and advisory firm is seeking a Private Client Tax Director to join its growing team in Leeds. This team advises a diverse client base including high-net-worth individuals, entrepreneurs, trusts, private equity executives and family-owned businesses, supporting them with complex tax planning, compliance and long-term wealth structuring. The role offers the opportunity to act as a trusted adviser to clients with sophisticated tax affairs while playing a key role in leading and developing a high-performing team.
The Role
As a Director, you will take responsibility for leading client relationships, delivering high-quality tax advice and supporting the continued growth of the private client practice. You will work closely with Partners and senior leadership while helping shape the strategic direction of the team.
Key responsibilities include:
- Managing a portfolio of high-net-worth individuals, families and entrepreneurial clients, acting as a trusted adviser on complex tax matters
- Providing strategic advice across areas such as succession planning, wealth structuring, and business restructuring
- Overseeing the delivery of both advisory and compliance work, ensuring technical excellence and high standards of client service
- Leading large or complex client engagements and coordinating multidisciplinary teams where required
- Maintaining and developing strong client relationships while identifying opportunities to expand existing engagements
- Managing WIP, billing and financial performance across your portfolio
- Supporting business development initiatives and contributing to the continued growth of the private client practice
- Coaching and mentoring junior team members, helping to develop the next generation of leaders within the team
Your Experience
The successful candidate will typically demonstrate:
- ACA / CTA qualified (or equivalent)
- Strong experience advising high-net-worth individuals, entrepreneurs, and private client structures such as trusts and family investment vehicles
- Proven experience managing complex client portfolios and delivering both advisory and compliance services
- Strong leadership and people management skills, with experience mentoring junior staff
- Excellent relationship-building and communication skills
- Commercial awareness and the ability to identify new business opportunities
- The ability to lead projects and manage multiple engagements simultaneously
This role offers the opportunity to join a well-established and fast-growing private client practice, providing exposure to complex advisory work, high-profile clients and clear progression within a collaborative and entrepreneurial environment.
Private Client Tax Director - Morgan McKinley in Leeds employer: Morgan McKinley
Morgan McKinley is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Leeds. With a commitment to employee growth, the firm provides extensive training and mentorship opportunities, ensuring that team members can thrive in their careers while working with high-net-worth clients on complex tax matters. The supportive environment and focus on professional development make it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director - Morgan McKinley in Leeds
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with high-net-worth individuals and complex tax matters. We want to see you shine as a trusted adviser, so share specific examples of how you've tackled challenges in the past!
✨Follow Up After Interviews
After an interview, don’t forget to send a quick thank-you note! It shows your appreciation and keeps you fresh in their minds. We recommend mentioning something specific from your conversation to remind them why you’re the perfect fit for the Private Client Tax Director role.
✨Apply Through Our Website
If you’re keen on this role, make sure to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Client Tax Director - Morgan McKinley in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Director role. Highlight your experience with high-net-worth individuals and complex tax matters to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about tax advisory and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Leadership Skills:Since this role involves leading a team, make sure to highlight your leadership experience. Share examples of how you've mentored junior staff or managed complex client engagements to demonstrate your capability.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Morgan McKinley
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and strategies relevant to high-net-worth individuals and trusts. Being able to discuss specific cases or recent changes in tax law will show that you're not just knowledgeable but also passionate about the field.
✨Showcase Your Leadership Skills
Since this role involves leading a team, be prepared to share examples of how you've successfully managed and mentored others. Think of specific situations where your leadership made a difference, and be ready to discuss your approach to developing junior staff.
✨Build Rapport with Interviewers
Remember, this is as much about them getting to know you as it is about you showcasing your skills. Engage with your interviewers by asking insightful questions about their experiences and the firm's culture. This will help you build a connection and demonstrate your interest in the role.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think through potential challenges you might encounter in managing client portfolios or delivering complex tax advice, and prepare structured responses that highlight your analytical skills and strategic thinking.
