At a Glance
- Tasks: Lead 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 committed to diversity and personal growth.
- 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.
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: Taxation
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 growth, flexible working arrangements, and a supportive work culture that values diversity and inclusion, this role offers a clear pathway to partnership for ambitious professionals. Enjoy competitive remuneration, bonuses, and the chance to mentor a talented team while delivering expert tax advice to high-net-worth clients.
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 developed client relationships. We want to see your skills in action!
✨Prepare for Interviews
Do your homework on the firm and the role. Understand their values, recent developments, and how you can contribute to their growth. Prepare thoughtful questions to ask during the interview – it shows you're genuinely interested and engaged.
✨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 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.
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 side!
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 receive your application and get to know you better!
How to prepare for a job interview at Taxation
✨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 confidence.
✨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.
✨Build Client Relationships
Think about how you've maintained strong client relationships in previous roles. Be ready to share specific examples of how you've acted as a key point of contact and provided exceptional service to high-net-worth individuals.
✨Business Development Mindset
This role involves identifying new opportunities for services. Come prepared with ideas on how you could contribute to business development and any successful pitches you've been part of. This shows you're proactive and ready to drive growth.
