Private Client Tax Director

Distinct Recruitment; Leeds; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid working

Structured career development

Mentoring and coaching

Job summary

Leeds-based national accountancy firm seeks a Private Client Tax Director stepping up from Senior Manager or as a Director ready to lead a larger platform for entrepreneurial and high net worth clients.

You will own client relationships with partners nearby and backings from a shared service team for compliance. The private client group collaborates with corporate and advisory teams to handle complex work and development paths with partner access.

Qualifications

• Deep, current private client knowledge with a track record advising HNW individuals, families and trusts.
• Experience running a client portfolio in practice, including take on, billing and new opportunities.
• Experience leading and developing people.

Responsibilities

• Leading a portfolio of high net worth clients and families with complex needs.
• Advising on succession planning, restructuring and wealth protection structures, including trusts.
• Reviewing complex UK tax computations and returns, with compliance delivered through a shared service team.
• Controlling WIP, recoveries and billing across your portfolio.
• Winning new work from existing clients and new contacts, and growing the team's reputation.
• Supervising, training and mentoring the team, and improving how work gets done.

Skills

Private client tax

HNW clients

People leadership

Billing and WIP management

Education

CTA or ACA qualification (or equivalent)

Job description

I'm recruiting a Private Client Tax Director for a national accountancy firm, based in Leeds. It's probably worth a look if you're a Senior Manager ready for the step up, or a Director who wants a bigger platform for entrepreneurial and high net worth clients. You'll own the client relationships yourself, with partners close by and the backing of a shared service team for compliance. The firm A large practice with offices across the UK and international reach through its wider network. The private client team is growing and works with entrepreneurs, families, trusts and the owners of private businesses. Much of the work sits alongside the firm's corporate and business advisory teams, so clients come with real complexity rather than just returns. Development is structured and there is genuine access to partners.

Responsibilities

• Leading a portfolio of high net worth clients and families with complex needs
• Advising on succession planning, restructuring and wealth protection structures, including trusts
• Reviewing complex UK tax computations and returns, with compliance delivered through a shared service team
• Controlling WIP, recoveries and billing across your portfolio
• Winning new work from existing clients and new contacts, and growing the team's reputation
• Supervising, training and mentoring the team, and improving how work gets done

Requirements

• The person CTA and/or ACA qualified, or equivalent
• Deep, current private client knowledge with a track record advising HNW individuals, families and trusts
• Experience running a client portfolio in practice, including take on, billing and new opportunities
• Experience leading and developing people
• Comfortable taking responsibility for decisions and for the work of others

Package

• Salary: £90,000 to £120,000
• Hybrid working
• Structured career development, with mentoring and coaching
• The firm's standard benefits package.

All enquiries handled in the strictest confidence.