Tax Advisory Role - Private Client focus - Leeds or Coventry
Role Description & Overview
Overview
If you are looking for something a little different, such as good quality, advisory work in a team which is small enough that your contribution really counts. This advisory‑focused practice might be the right fit for you.
Responsibilities
- Oversee the timely and effective completion of tax projects primarily focused on personal tax planning, such as Inheritance Tax, using Trusts, Family Investment Companies, and bespoke wills.
- 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 being 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 the project lifecycle.
- Supervise and develop more junior staff.
Qualifications
Experienced and qualified private client professional (including experienced managers through to directors).
Location & Benefits
This role can be hybrid worked (4 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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Key Details
- Date Posted: 26 Oct 2026
- Location: coventry
- Employment: Permanent
- Workplace: Hybrid
- Specialism: Finance
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