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- 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.
- Why this job: Step up your career with ownership and a clear pathway to partnership.
- Qualifications: Qualified ACA, ACCA, CTA, ATT or STEP with private client tax experience.
- Other info: Inclusive workplace welcoming diverse applicants and fostering team development.
The predicted salary is between 68000 - 85000 £ per year.
£80,000 - £100,000 + Bonus + Benefits
Leeds + Hybrid/Flexible working
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
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 Director - Trust Focused - Leeds employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting 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. Building relationships can open doors that a CV just can’t.
✨Showcase 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 contributed to business development – it’ll set you apart!
✨Prepare for Interviews
Do your homework on the firm and the role. Understand their values, recent news, and how they operate in the trust tax space. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Apply Through Our Website
Don’t forget 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 - Trust Focused - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Director role. Highlight your expertise in trust tax compliance and any relevant qualifications like ACA or CTA.
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, focusing on your experience with high-net-worth clients and your ability to lead a team.
Showcase Your Business Development Skills: Since this role involves business development, be sure to mention any past successes in identifying new opportunities or contributing to client pitches. We want to see how you can help us grow!
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on the latest UK tax legislation, especially around trusts and estates. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues. This shows you're not just knowledgeable but also practical.
✨Showcase Your Leadership Skills
As a Private Client Tax Director, you'll be managing a team. Prepare examples of how you've led teams in the past, mentored junior staff, or improved team performance. Highlighting your leadership style will resonate well with the interviewers.
✨Client Relationship Focus
Be prepared to talk about how you've built and maintained strong client relationships. Share specific examples of how you've acted as a key point of contact and provided exceptional service, especially in trust-related matters.
✨Business Development Mindset
This role involves identifying new business opportunities. Think of times when you've contributed to proposals or pitches that led to new clients or services. Showing your proactive approach to business development can set you apart from other candidates.
