Tax Advisory Director

Sumer Group; Leeds; On-site; GBP 90,000 - 150,000; Full time

Job summary

Sumer Group is seeking an experienced Tax Advisory Director in Leeds to lead a portfolio of complex tax advisory projects, mentor junior staff, and drive client success. The role emphasizes technical excellence, proactive planning, and cross‑functional collaboration.

You will shape client strategies, negotiate fees, and contribute to business development while staying ahead of tax legislation changes. A proactive, commercial mindset and strong communication are essential.

Qualifications

• ACA and/or CTA qualification, or be qualified by experience.
• Experience in a Corporate Tax or Mixed Tax role within a professional practice environment.
• Strong technical tax knowledge and the ability to research and interpret complex tax legislation.
• Excellent communication and relationship-building skills, with the confidence to advise clients and collaborate with colleagues.

Responsibilities

• Manage and deliver a portfolio of tax advisory projects, acting as the main point of contact for clients and ensuring queries are resolved efficiently.
• Provide proactive tax planning advice, including succession planning, business sales and acquisitions, share schemes, and group restructuring.
• Review tax advisory reports and technical work prepared by junior members of the team, ensuring accuracy and quality.
• Build and maintain strong client relationships, working closely with colleagues to deliver an outstanding level of service.
• Manage your client portfolio effectively, including fee negotiations, billing, and work-in-progress (WIP) management.
• Coach, mentor, and support team members from Tax Trainee through to Senior level, helping to develop their technical and professional skills.
• Collaborate with colleagues across the firm to provide integrated solutions for clients.
• Keep up to date with changes in tax legislation and communicate relevant developments to both clients and the wider team.
• Identify opportunities to introduce clients to other specialist services, including Audit, Corporate Finance, Financial Planning, and other advisory teams.
• Contribute to the firm’s growth through practice development activities such as writing technical articles, delivering presentations, networking, and supporting process improvements.
• Maintain your technical expertise and professional development through ongoing CPD and relevant training.

Skills

Client relationships

Mentoring

Communication

Time management

Business development

Team collaboration

Tax research/analysis

Education

ACA and/or CTA qualification

Qualified by experience

Job description

Tax Advisory Director

Department: Tax Advisory

Employment Type: Permanent

Location: Leeds

Description

We are looking for an experienced Tax Advisory Director to join our growing team. This is an excellent opportunity for a tax professional who enjoys building strong client relationships, delivering high-quality advisory services, and supporting the development of both clients and colleagues.

The successful candidate will manage a varied portfolio of tax advisory work, providing commercially focused advice while ensuring an exceptional client experience. You will also play an active role in mentoring junior team members, contributing to business development initiatives, and working collaboratively across the wider firm.

Key Responsibilities

• Manage and deliver a portfolio of tax advisory projects, acting as the main point of contact for clients and ensuring queries are resolved efficiently.
• Provide proactive tax planning advice, including succession planning, business sales and acquisitions, share schemes, and group restructuring.
• Review tax advisory reports and technical work prepared by junior members of the team, ensuring accuracy and quality.
• Build and maintain strong client relationships, working closely with colleagues to deliver an outstanding level of service.
• Manage your client portfolio effectively, including fee negotiations, billing, and work-in-progress (WIP) management.
• Coach, mentor, and support team members from Tax Trainee through to Senior level, helping to develop their technical and professional skills.
• Collaborate with colleagues across the firm to provide integrated solutions for clients.
• Keep up to date with changes in tax legislation and communicate relevant developments to both clients and the wider team.
• Identify opportunities to introduce clients to other specialist services, including Audit, Corporate Finance, Financial Planning, and other advisory teams.
• Contribute to the firm's growth through practice development activities such as writing technical articles, delivering presentations, networking, and supporting process improvements.
• Maintain your technical expertise and professional development through ongoing CPD and relevant training.

Skills, Knowledge & Expertise

To be successful in this role, you will have:

• ACA and/or CTA qualification, or be qualified by experience.
• Previous experience in a Corporate Tax or Mixed Tax role within a professional practice environment.
• Strong technical tax knowledge, with the ability to research and interpret complex tax legislation.
• Experience across a range of taxes would be advantageous, although not essential.
• Excellent communication and relationship-building skills, with the confidence to advise clients and collaborate with colleagues.
• Strong organisational and time management skills, with the ability to manage multiple priorities and meet deadlines.
• Previous line management or supervisory experience, with a genuine interest in coaching and developing junior team members.
• A proactive, commercial mindset with a commitment to delivering exceptional client service.

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count
• We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.