At a Glance
- Tasks: Lead complex trust tax compliance and provide expert planning advice to clients.
- Company: Leading Independent Accountancy firm with a strong presence in Yorkshire.
- Benefits: Competitive salary, bonus, flexible working, and professional development opportunities.
- Other info: Inclusive workplace welcoming diverse applicants and fostering team development.
- Why this job: Step up your career with ownership and a clear pathway to partnership.
- Qualifications: Qualified ACA, ACCA, CTA, ATT or STEP with experience in private client tax.
The predicted salary is between 80000 - 100000 £ per year.
I'm currently working with a leading Independent Accountancy firm who are looking to bring in a new Private Client/Trust Tax Director to lead their trust tax business in Yorkshire. A well established firm across Yorkshire who provide a full range of general practice services and have experienced steady growth over the last 3-5 years. This role is perfect for Senior Manager who is looking to step up or an experienced director who wants more ownership with a clear pathway to partner.
Your new role:
- Lead the delivery and review of complex trust and estate tax compliance work, ensuring accuracy and adherence to UK tax legislation.
- Provide expert tax planning advice to trustees, beneficiaries, and high-net-worth individuals, including inheritance tax and capital gains tax strategies.
- Maintain strong client relationships and act as a key point of contact for trust-related tax matters, liaising with solicitors and financial advisers as needed.
- Monitor and interpret changes in UK tax law affecting trusts and estates, advising clients and internal teams accordingly.
- Support business development by identifying opportunities for additional services and contributing to proposals and client pitches.
- Manage and mentor a team of tax professionals, fostering technical development and ensuring high standards of client service.
What you'll need to be successful:
- Suitable qualification including ACA, ACCA, CTA, ATT or STEP.
- Several years experience working in private client tax, with a focus in Trust & IHT.
- Experience building and running teams.
- Experience with business development.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Director - Trust Focused - Leeds employer: PRO-TAX RECRUITMENT LIMITED
Join a leading Independent Accountancy firm in Leeds, where you will have the opportunity to lead the trust tax business and make a significant impact. With a strong commitment to employee development, a supportive work culture, and flexible working arrangements, this firm not only values your expertise but also provides a clear pathway to partnership for ambitious professionals. Enjoy competitive remuneration, a bonus structure, and the chance to work with a diverse range of clients in a thriving environment.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director - Trust Focused - 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 former colleagues or mentors. You never know who might have a lead on your dream job!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in trust tax and your ability to lead teams. Share specific examples of how you've navigated complex tax issues or developed client relationships. This will set you apart from the crowd!
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out directly to firms you admire, like the one we’re working with, and express your interest. A well-timed email can sometimes lead to opportunities that aren’t even advertised yet!
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We think you need these skills to ace Private Client Tax Director - Trust Focused - Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Director role. Highlight your experience with trust and estate tax compliance, and don’t forget to showcase any relevant qualifications like ACA, ACCA, CTA, ATT or STEP.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your experience in leading teams and your knack for building strong client relationships, especially in the context of trusts.
Showcase Your Business Development Skills:Since this role involves business development, make sure to include examples of how you've identified opportunities for additional services in your previous roles. We want to see your proactive approach!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on the latest UK tax legislation, especially around trusts and estates. Being able to discuss recent changes and how they impact clients will show your expertise and readiness for the role.
✨Showcase Your Leadership Skills
As a Private Client Tax Director, you'll be managing a team. Prepare examples of how you've successfully led teams in the past, focusing on mentoring and developing talent. This will demonstrate your capability to foster a high-performing environment.
✨Client Relationship Focus
Be ready to talk about how you've built and maintained strong client relationships. Share specific instances where you've acted as a key point of contact and how you’ve navigated complex trust-related matters with clients and other professionals.
✨Business Development Mindset
Think about ways you've identified new business opportunities in your previous roles. Discuss how you can contribute to proposals and pitches, showing that you're not just about compliance but also about growing the business.
