Private Client Tax Director - Trust Focused - Leeds

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 sam.minor@pro-tax.co.uk

________

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.