Personal Tax Director - Leeds

Howells Consulting Ltd; Leeds; Hybrid; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Howells Consulting Ltd. is helping a high-profile accountancy firm recruit a CTA-qualified Private Client Tax Director. The role focuses on managing HNW client relationships, overseeing the annual compliance cycle, and leading a team of junior advisers.

The position offers a flexible, hybrid working arrangement with potential to progress toward Director grade with Partners’ support. Applications welcome via email.

Qualifications

• CTA qualification is a pre-requisite.
• Experience advising international and domestic HNWIs.
• Strong communication and relationship management skills.
• Experience leading a team of junior tax advisers.

Responsibilities

• Manage HNW client relationships as the primary point of contact.
• Oversee annual compliance cycle and a team of junior tax advisers.
• Handle high-end ad hoc income and capital taxes planning projects.
• Advise on CGT, IHT, domicile/residence issues and the use of trust structures.
• Work closely with Partners as required.
• Identify planning opportunities and assist with marketing and networking.

Skills

Client relationship management

Communication skills

Team management

Tax advisory

Advisory to HNWIs

Education

CTA qualification

Job description

Our client is a high-profile accountancy firm that is continuing to grow across theregion. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team's Partners.

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

Key elements of the role will include:

• Managing HNW client relationships as their primary point of contact.
• Overseeing their annual compliance cycle and a team of junior tax advisers
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures
• Working closely with leading Partners where required.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

As very much a client-facing role, you will require excellent communication and relationship management skills. The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5200

To find out more and to request a full job description, please email me at [e-mail].

Alternatively, simply apply below: