Outstanding Private Client Opportunity - PE Backed Firm - Leeds

Capital Tax Recruitment; Leeds; On-site; GBP 98,000 - 150,000; Full time

Job summary

Capital Tax Recruitment is seeking an experienced Private Client Tax professional to join an expanding advisory team in Leeds, taking a senior role delivering bespoke tax solutions to high-net-worth individuals and entrepreneurial clients.

You will own complex advisory assignments, develop trusted client relationships, and contribute to the growth and strategy of the wider team, while coaching junior professionals and collaborating with tax specialists across disciplines.

Qualifications

• CTA/ATT/STEP or equivalent, ACA/CA qualification considered.
• Strong experience in private client tax advisory work.
• Track record of managing complex assignments and multiple client projects.

Responsibilities

• Lead a varied portfolio of complex private client advisory assignments.
• Provide commercially focused tax advice and practical solutions.
• Build and strengthen relationships with high-value private clients and their advisers.
• Oversee complex personal tax compliance and advisory matters.
• Collaborate with specialists across different tax and finance areas.
• Manage, coach and develop junior professionals.
• Support identification and conversion of new business opportunities.
• Contribute to growth, strategy and direction of the wider team.
• Keep abreast of technical developments and share knowledge across the business.

Skills

Private client tax advisory

Leadership & coaching

Business development

Client relationship management

Tax compliance oversight

Education

CTA/ATT/STEP or equivalent

ACA/CA

Job description

A career-defining opportunity has arisen for an experienced Private Client Tax professional to join an expanding advisory team, taking a senior role in delivering bespoke tax solutions to high-net-worth individuals, families and entrepreneurial clients.

This is a role for someone looking to combine technical advisory work, senior client exposure, leadership and business development. The successful candidate will take ownership of complex assignments, develop trusted relationships with clients and advisers, and play an important role in shaping the continued growth of the team.

The role will involve:

• Leading a varied portfolio of complex private client advisory assignments.
• Providing commercially focused tax advice and practical solutions.
• Building and strengthening relationships with high-value private clients and their advisers.
• Overseeing complex personal tax compliance and advisory matters.
• Working alongside specialists across different areas of tax and finance.
• Managing, coaching and developing junior professionals.
• Supporting the identification and conversion of new business opportunities.
• Contributing to the growth, strategy and direction of the wider team.
• Keeping abreast of technical developments and sharing knowledge across the business.

The successful candidate is likely to have:

• A professional tax or accountancy qualification such as CTA, ACA, CA, ATT, STEP or equivalent.
• Strong experience in private client tax advisory work.
• A track record of managing complex assignments and multiple client projects.
• Experience of managing and developing people.