Private Client Partner - Top 20 Leeds

Georgiana Head Recruitment Limited; Leeds; On-site; GBP 80,000 - 130,000; Full time

Job summary

A top 20 firm seeks a Private Client Partner to manage their new office in Leeds. The successful candidate will lead the personal tax services for HNW individuals and families, ensuring compliance and business growth. This role requires significant experience in high-level private client services and team management.

Qualifications

• Experience dealing with Ultra High Net Worth individuals with complex wealth.
• Management experience in a tax-focused team.
• Proven background in client advisory services.

Responsibilities

• Lead the personal tax offering across Yorkshire.
• Manage and develop a team of staff.
• Oversee compliance and delivery of advisory services.

Skills

Client management

Team leadership

Business development

High Net Worth (HNW) client management

Job description

Top 20 firm with a highly regarded Nationwide Private Client Practice seeks a Private Client Partner for key role helping run the tax team in a new office based in Central Leeds. They seek an experienced Private Client professional for a partner role. Day to day this will involve;
• Helping lead the personal tax offering across Yorkshire.
• Managing and developing a team of staff.
• Day to day client management of a diverse client base which includes HNW individuals and families, entrepreneurs, landed estates, trusts and individuals with cross border wealth.
• Oversight of compliance and delivery of wide-ranging advisory services.
• Involvement with business development and marketing.
The key attribute for this role is high level private client experience dealing with Ultra High Net Worth individuals with complex wealth. You will need experience of managing teams and are likely to either be an experienced director looking for a step up or already a partner.
This firm will consider applications from candidates looking to relocate to the North of England.