Private Client Tax Director - Trust Focused - Leeds

Pro-Tax; Leeds; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading Independent Accountancy firm is seeking a Private Client Tax Director with a focus on trusts to lead their Yorkshire operations. This role requires substantial private client tax experience, strong knowledge of UK tax legislation, and proven business development skills. The successful candidate will manage a team and maintain client relationships while providing expert tax planning advice. Located in Leeds with hybrid flexibility, this position offers a competitive salary, bonus, and benefits.

Benefits

Bonus

Flexible working

Benefits

Qualifications

• Suitable qualification including ACA, ACCA, CTA, ATT or STEP.
• Several years experience working in private client tax, focusing on Trust & IHT.
• Experience building and running teams.
• Experience with business development.

Responsibilities

• Lead the delivery and review of complex trust and estate tax compliance work.
• Provide expert tax planning advice to trustees and high-net-worth individuals.
• Maintain strong client relationships and act as a point of contact.
• Monitor changes in UK tax law affecting trusts and estates.
• Identify opportunities for additional services supporting business development.
• Manage and mentor a team of tax professionals.

Skills

Experience in private client tax

Expertise in Trust & IHT tax

Business development skills

Team management experience

Education

ACA, ACCA, CTA, ATT or STEP qualification

Job description

Private Client Tax Director - Trust Focused

£80,000 - £100,000 + Bonus + Benefits

Leeds + Hybrid/Flexible working

I'm currently working with a leading Independent Accountancy firm who are looking to bring in a new Private Client/Trust Tax Director to lead their trust tax business in Yorkshire.

A well established firm across Yorkshire who provide a full range of general practice services and have experienced steady growth over the last 3-5 years.

This role is perfect for Senior Manager who is looking to step up or an experienced director who wants more ownership with a clear pathway to partner.

Your new role:

• Lead the delivery and review of complex trust and estate tax compliance work, ensuring accuracy and adherence to UK tax legislation.
• Provide expert tax planning advice to trustees, beneficiaries, and high-net-worth individuals, including inheritance tax and capital gains tax strategies.
• Maintain strong client relationships and act as a key point of contact for trust-related tax matters, liaising with solicitors and financial advisers as needed.
• Monitor and interpret changes in UK tax law affecting trusts and estates, advising clients and internal teams accordingly.
• Support business development by identifying opportunities for additional services and contributing to proposals and client pitches.
• Manage and mentor a team of tax professionals, fostering technical development and ensuring high standards of client service.

What you'll need to be successful:

• Suitable qualification including ACA, ACCA, CTA, ATT or STEP
• Several years experience working in private client tax, with a focus in Trust & IHT.
• Experience building and running teams
• Experience with business development

Want to find out more?

Give Sam Minor a call on 07764700259 or email at [e-mail]

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