Tax Advisory - Private Client focus
Listed on 2026-07-02
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Finance & Banking
Financial Compliance, Tax Advisor, Tax Manager, Accounting & Finance
If you are looking for something a little different, such as good quality, advisory work in a team that is small enough that your contribution really counts, this advisory-focused practice might be the right fit for you.
Our client is seeking an experienced, qualified private‑client professional (we will consider applications from experienced managers through to directors) to deal with wide‑ranging advisory work, primarily focused on personal tax planning such as Inheritance Tax, Trusts, Family Investment Companies, and bespoke wills. The role includes the following responsibilities:
- Oversee the timely and effective completion of tax projects primarily focused on personal tax planning.
- Implement agreed strategies to reduce tax liabilities and identify further tax mitigation opportunities.
- Develop detailed project plans with clear timelines and deliverables.
- Review detailed tax analysis of projects completed by other team members to ensure strict adherence to current tax legislation and ethical standards.
- Obtain HMRC clearances.
- Maintain strong client relationships by providing strategic tax advice and clear communication throughout each project’s lifecycle.
- Supervise and develop more junior staff.
This role can be hybrid worked (four days in the office) from either Leeds or Coventry. Excellent salary and benefits package.
Unfortunately, our client is unable to offer a work visa to applicants from outside of the UK.
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