Private Client Tax Partner – HNW & Global Wealth Advisory

Taxation; Leeds; Hybrid; GBP 180,000 - 300,000; Full time

Job summary

Taxation in Leeds is seeking a senior Private Client Tax Specialist to join as an advisory partner. You will shape the firm’s strategic tax practice, lead client advisory work for HNW individuals and business owners, and drive business development.

This UK-based role emphasizes mentoring, team development, and building long-term relationships with clients and other advisers, with oversight of tax planning and compliance, plus staying current with laws and technology.

Responsibilities

• Leading and managing a team of more junior staff.
• Advisory work for HNW individuals, families and business owners covering personal and capital taxes and planning around their businesses, including clients with international wealth.
• Business development and marketing of the firm’s tax services.
• Building long term relationships with other advisors.
• Working with other partners on process improvement for tax.
• Provision of expert advice and fostering relationships with clients to understand their business goals, identifying tax planning opportunities which address their unique challenges and offering excellent client care.
• Staying abreast of changes in tax laws and regulations, advising clients on their implications, as well as keeping up with technology advances.
• Overseeing and mentoring a team of Tax professionals, providing guidance on technical matters and fostering a culture of continuing professional development.
• Conducting regular training sessions to keep the team updated on the latest tax laws and compliance procedures.
• Representing the firm in dealings with HMRC and other regulatory bodies.
• Review of work prepared by junior staff and delegation of work enabling staff to develop.

Job description

Taxation in Leeds is seeking a senior Private Client Tax Specialist to join as an advisory partner. You will shape the firm’s strategic tax practice, lead client advisory work for HNW individuals and business owners, and drive business development.

This UK-based role emphasizes mentoring, team development, and building long-term relationships with clients and other advisers, with oversight of tax planning and compliance, plus staying current with laws and technology.