At a Glance
- Tasks: Lead private client tax advisory, delivering high-level advice and building strong client relationships.
- Company: Top20 Accountancy firm in Leeds with a strong partner base.
- Benefits: Competitive salary, benefits, bonus, and opportunities for professional growth.
- Other info: Inclusive workplace welcoming applicants from diverse backgrounds.
- Why this job: Make a real impact by advising HNWIs and growing the private client practice.
- Qualifications: Experience in private client tax advisory and strong networking skills.
The predicted salary is between 120000 - 170000 £ per year.
I’m currently working with a leading Top20 Accountancy firm in Leeds who are looking to bring in a new Private Client Tax Director or Partner to help lead private client tax across Yorkshire & the North East. This firm has a strong partner base across Yorkshire with 8 Tax Partners in place, but is looking to make a strategic appointment to strengthen its overall offering. The client base is largely owner‑managed businesses, wealthy families and HNWIs with this role looking to tap into their current client base while growing a large offering. The firm already has a very strong personal tax compliance portfolio for this appointment to leverage work from.
Your new role:
- Deliver high level tax advice to HNWIs, business owners, and family offices.
- Lead complex planning work, including wealth structuring, succession, trusts, and residence/domicile matters.
- Build and grow strong client relationships, acting as a trusted adviser.
- Drive business development and contribute to the growth of the private client practice.
- Collaborate with internal specialists to provide integrated client solutions.
- Lead, coach, and develop the private client tax team.
- Ensure high standards of technical quality, compliance, and risk management.
- Stay ahead of tax legislation changes to proactively support clients.
To be successful in this role you’ll need:
- Previous experience leading private client tax advisory & compliance businesses.
- Well networked in the Leeds & Yorkshire market.
- Either an established Partner looking for more ownership or an ambitious director who wants to step up.
Want to find out more? Give Sam Minor a call on 07764700259 or email at sam.minor@pro-tax.co.uk
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 Partner - Leeds employer: PRO-TAX RECRUITMENT LIMITED
Join a leading Top20 Accountancy firm in Leeds, where you will thrive in a dynamic work culture that values collaboration and innovation. With a strong focus on personal development, this firm offers exceptional growth opportunities for its employees, alongside a competitive salary and comprehensive benefits package. Embrace the chance to work with a diverse client base while contributing to meaningful tax solutions in a supportive environment that champions inclusivity.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Partner - Leeds
✨Network Like a Pro
Get out there and connect with people in the Leeds and Yorkshire market. Attend industry events, join local tax groups, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Building relationships is key to landing that Private Client Tax Partner role!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in leading private client tax advisory and compliance. Share specific examples of how you've helped HNWIs and business owners in the past. This will show them you’re the right fit for their needs.
✨Be Proactive
Don’t wait for job openings to come to you! Reach out directly to firms you admire, like the one we’re working with. Express your interest in their work and how you can contribute to their growth. Sometimes, the best opportunities come from a simple conversation.
✨Apply Through Our Website
If you see a role that excites you, apply through our website! We make it easy for you to submit your application and showcase your skills. Plus, it shows you’re serious about joining the team and helps us keep track of your application.
We think you need these skills to ace Private Client Tax Partner - Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Partner role. Highlight your experience with HNWIs and business owners, and don’t forget to showcase your leadership skills in tax advisory and compliance.
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 network in the Leeds & Yorkshire market and how you plan to drive business development.
Showcase Your Technical Knowledge:We want to see your expertise! Make sure to include examples of how you've stayed ahead of tax legislation changes and how you've provided high-level tax advice in your previous roles.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on the latest tax legislation and trends, especially those affecting HNWIs and owner-managed businesses. Being able to discuss recent changes and how they impact clients will show your expertise and commitment to staying informed.
✨Build Rapport
Since this role involves building strong client relationships, practice your interpersonal skills. Think about how you can connect with the interviewers on a personal level, perhaps by sharing relevant experiences or insights that demonstrate your ability to be a trusted adviser.
✨Showcase Your Leadership Skills
As a potential leader in the private client tax team, be prepared to discuss your leadership style and past experiences. Share specific examples of how you've coached or developed teams, and how you plan to drive business development in this new role.
✨Prepare Questions
Have a list of thoughtful questions ready for the interviewers. This could include inquiries about the firm's growth strategy, their approach to client service, or how they support their partners in professional development. It shows you're genuinely interested in the role and the firm.
