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Butler Rose are delighted to be working with a growing independent accountancy and advisory firm who are looking to recruit a Senior Client Adviser for their Leeds office.

This is an excellent opportunity to join a forward-thinking firm with a strong advisory focus, a growing presence in Yorkshire, and a genuine commitment to creating a supportive, collaborative and progressive working environment.

The Leeds office is based in modern serviced offices in LS16 and currently operates as a satellite office to the firm's main practice. The business has ambitious growth plans and is looking for the right person to play a key role in developing long-term relationships with a portfolio of owner-managed business clients.

THE OPPORTUNITY

This is not a traditional accounts production or compliance role. It is a highly commercial, client-facing advisory position where you will act as a trusted adviser to business owners.

You will manage a portfolio of 30+ owner-managed businesses, typically with turnovers between £1m and £15m, helping clients understand how their business is performing, what decisions need to be made and how to improve profitability, cash flow, growth and long-term value.

Your time will be spent in client conversations, quarterly meetings and strategic discussions, rather than preparing accounts, filing tax returns or completing compliance work.

THE ROLE

As Senior Client Adviser, you will take ownership of a portfolio of clients and provide clear, practical and commercially focused advice.

Key Responsibilities:

Acting as the main adviser for a portfolio of owner-managed businessesLeading quarterly client meetings focused on performance, direction and growthTranslating financial information into clear, actionable commercial adviceHelping clients understand profitability, cash flow, margins and business valueSupporting clients with key business decisions, opportunities and challengesIdentifying ways to add value, improve reporting and strengthen client relationshipsGrowing and developing your portfolio through trusted, value-led conversationsWorking closely with internal teams who manage accounts, compliance and deliveryMentoring junior team members and supporting their commercial development

ABOUT YOU

You will ideally have the following skills and attributes:

Experience advising or working within owner-managed businessesExposure to businesses with turnovers of £3m+Strong commercial finance, advisory or client relationship experienceThe ability to turn financial information into practical business adviceConfidence working directly with business owners, founders or senior stakeholdersA good understanding of profitability, cash flow and what drives business valueWorking knowledge of key tax areas such as corporation tax, personal tax, CGT or IHTA proactive, solutions-focused and commercially curious approach

ACA/ ACCA (or equivalent) would be beneficial, but is not essential. The firm is more focused on commercial ability, client presence and the ability to build trusted relationships.

This role may suit someone from practice who wants to move away from compliance and into a more advisory-led role, or someone from industry who enjoys using financial insight to influence business decisions.

WHAT'S ON OFFER

Salary of £61,000 - £80,000 DOEHybrid working, typically 4 days office and 1 day from homeFlexible working hoursCompany car or car allowance option after qualifying periodProfit share scheme after qualifying periodMedical insurance after qualifying period30 days holiday, including bank holidaysFree lunches 4 days per weekReward lunches and team building daysExcellent professional development opportunitiesSupportive, modern and collaborative working environment

This is a fantastic opportunity for a commercially minded adviser who enjoys building relationships, challenging business owners and helping clients make better decisions.

Interested?

Please apply today for a confidential discussion.

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Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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Private Client Tax Advisor / Tax Senior (£30-35k)
Leeds, West Yorkshire
Competitive Salary + Benefits Package

Butler Rose are delighted to be working with a well-established and growing professional services firm in Leeds that is looking to strengthen its Private Client Tax team with the appointment of a Tax Advisor / Tax Senior.

This is an excellent opportunity for a tax professional looking to further develop their career within a supportive and collaborative environment. The role offers exposure to a varied portfolio of private clients, alongside opportunities to become involved in advisory work and develop specialist tax knowledge.

The successful candidate will join an experienced team and work closely with clients, colleagues and senior tax professionals, providing both compliance and advisory support across a broad range of private client matters.

Key Responsibilities

Managing a portfolio of private clients and supporting their ongoing tax compliance requirementsPreparing and reviewing personal tax returnsAssisting with a range of private client advisory projectsSupporting clients with matters relating to Capital Gains Tax, Inheritance Tax and Income Tax planningAssisting with trusts, estates and succession planning workLiaising directly with clients and third parties to obtain information and resolve queriesIdentifying planning opportunities and providing proactive support to clientsWorking closely with colleagues across wider service linesKeeping up to date with changes in tax legislation and regulationsSupporting senior members of the tax team on ad-hoc projects and technical matters

Key Requirements

Previous experience within a private client tax roleExperience gained within an accountancy practice, tax consultancy or professional services environmentATT, AAT, CTAstudier or qualified candidates will all be consideredA good understanding of UK personal taxation principlesStrong communication and relationship-building skillsExcellent attention to detail and organisational abilitiesThe ability to manage deadlines and prioritise workloads effectivelyA proactive approach and desire to continue developing professionally

Whats on Offer

Competitive salary dependent upon experienceHybrid and flexible working optionsOngoing professional development and study support where appropriateGenerous holiday entitlementPension schemeLife assurance and wellbeing supportEmployee reward and recognition programmesA supportive team environment with genuine opportunities for progression

Interested?
If this sounds like the next step in your career, get in touch with Demetria Petropoulos to find out more - 016 1388 5710 | [email protected]

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Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

Read less