At a Glance
- Tasks: Lead UK private client tax advisory for high-net-worth individuals and families.
- Company: Reputable professional services firm in Leeds with a strong focus on client relationships.
- Benefits: Competitive salary, hybrid working, bonuses, and comprehensive benefits package.
- Other info: Inclusive workplace committed to diversity and career development opportunities.
- Why this job: Make a real impact by advising clients on complex tax matters and wealth preservation.
- Qualifications: CTA, ATT, ACA, ACCA qualified with private client advisory experience.
The predicted salary is between 54000 - 66000 £ per year.
We are currently working with a leading professional services firm in Leeds who are looking to bring in an experienced Private Client Tax Director. The firm is a well-established accountancy firm with a strong reputation for supporting wealthy individuals across the UK.
Your new role:
- Lead the delivery of UK private client tax advisory and compliance services for high-net-worth individuals, families, entrepreneurs, trusts, and estates.
- Provide strategic advice on income tax, capital gains tax, inheritance tax, and wealth preservation planning.
- Build and maintain trusted client relationships, acting as a key adviser on complex tax matters and succession planning.
- Identify and develop new business opportunities, supporting growth through networking, referrals, and cross-selling initiatives.
- Oversee the preparation and review of complex tax returns, ensuring technical accuracy and regulatory compliance.
- Manage and mentor senior managers and wider team members, fostering technical development and high-quality client service.
- Liaise with HMRC on enquiries, disclosures, and technical matters, delivering effective resolutions for clients.
- Monitor legislative and regulatory changes, providing proactive advice to clients and internal stakeholders.
To be successful in this role you'll need:
- CTA, ATT, ACA, ACCA qualified.
- Private Client advisory experience.
- Experience running a team, WIP management, business development etc.
- Also open to a Senior Manager who is looking to take a step up.
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 - Leeds employer: Pro-Tax
Pro-Tax is an exceptional employer, offering a dynamic work culture in the heart of London that fosters collaboration and professional growth. As a Corporate Tax Assistant Manager, you will benefit from exposure to high-profile clients and a supportive team environment, alongside comprehensive training and development opportunities that align with a Big 4 career pathway.
