Personal Tax Director - Leeds

Taxation; Leeds; Hybrid; GBP 90,000 - 180,000; Full time

Benefits offered by this job

Hybrid working

Work from home 2-3 days

Job summary

Taxation in Leeds is recruiting a Director-level Personal Client Tax adviser to lead relationships with high-net-worth clients, oversee annual compliance cycles and a team of junior advisers, and handle sophisticated income and capital tax planning.

Featuring a hybrid working pattern with work-from-home 2-3 days per week, the role requires a CTA qualification and experience advising international and domestic HNWIs, with clear progression toward Director grade with Partners' support.

Qualifications

• Managing High Net Worth client relationships and leading a team of junior advisers.
• Overseeing annual compliance cycles for top clients.
• Advising on high-end income and capital taxes planning.

Responsibilities

• Managing HNW client relationships as primary contact.
• Overseeing annual compliance cycle and a team of junior tax advisers.
• Handling high-end income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and use of trust structures.
• Working with partners and identifying planning opportunities.

Skills

HNW client management

Tax planning

Client communication

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