Private Client Tax Director - Leeds

Pro-Tax; Leeds; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Benefits

Bonus

Job summary

Pro-Tax in Leeds is seeking an experienced Private Client Tax Director to lead UK private client tax advisory and compliance for high-net-worth individuals, families and estates.

You will oversee a team, manage WIP, develop business opportunities, and liaise with HMRC while staying abreast of tax legislation. The role offers hybrid working and a competitive package.

Qualifications

• Private client advisory experience required.
• Experience leading a team and managing WIP.
• Strong business development/networking capabilities.
• Willingness to step up from Senior Manager to Director level would be considered.

Responsibilities

• Lead the delivery of UK private client tax advisory and compliance services for high-net-worth individuals, families, entrepreneurs, trusts, and estates
• Provide strategic advice on income tax, capital gains tax, inheritance tax, and wealth preservation planning
• Build and maintain trusted client relationships, acting as a key adviser on complex tax matters
• Identify and develop new business opportunities, supporting growth through networking and cross-selling
• Oversee the preparation and review of complex tax returns, ensuring technical accuracy and regulatory compliance
• Manage and mentor senior managers and wider team members
• Liaise with HMRC on enquiries and disclosures
• Monitor legislative and regulatory changes, providing proactive advice

Skills

Private client advisory experience

Team leadership

Business development

Education

CTA, ATT, ACA, ACCA qualified

Job description

Private Client Tax Director

Leeds + Hybrid working
£90,000 - £120,000 + Benefits + Bonus

We are currently working with a leading professional services firm in Leeds who are looking to bring in an experienced Private Client Tax Director.

The firm are a well established accountancy firm with a strong reputation for supporting wealthy individuals across the UK.

Your new role:

• Lead the delivery of UK private client tax advisory and compliance services for high-net-worth individuals, families, entrepreneurs, trusts, and estates
• Provide strategic advice on income tax, capital gains tax, inheritance tax, and wealth preservation planning
• Build and maintain trusted client relationships, acting as a key adviser on complex tax matters and succession planning
• Identify and develop new business opportunities, supporting growth through networking, referrals, and cross-selling initiatives
• Oversee the preparation and review of complex tax returns, ensuring technical accuracy and regulatory compliance
• Manage and mentor senior managers and wider team members, fostering technical development and high-quality client service
• Liaise with HMRC on enquiries, disclosures, and technical matters, delivering effective resolutions for clients
• Monitor legislative and regulatory changes, providing proactive advice to clients and internal stakeholders

To be successful in this role you'll need:

• CTA, ATT, ACA, ACCA qualified
• Private Client advisory experience
• Experience running a team, WIP management, business development etc
• Also open to a Senior Manager who is looking to take a step up

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.