Personal Tax Partner - London

Clark Wood; Greater London; On-site; GBP 10,000 - 40,000; Full time

Job summary

A leading accounting firm in London is seeking a Personal Tax Partner to manage a diverse portfolio of high net worth clients. The ideal candidate will have significant experience in Private Client tax, a strong ability to build relationships, and the qualifications of CTA and ACCA/ACA. This role involves mentoring team members and actively developing the business. Competitive salary and professional development opportunities are offered.

Qualifications

• Private client specialist with experience of advising HNW and UHNW individuals.
• CTA and ACCA/ACA qualified.

Responsibilities

• Manage a large portfolio of clients ensuring excellent client service.
• Maintain and build client relationships.
• Oversee advisory projects and control budgets.
• Mentor and develop team members.
• Proactively develop business by targeting new clients.

Skills

Client relationship management

Private Client tax advisory

Networking and influencing

Education

CTA qualification

ACCA/ACA qualification

Job description

Personal Tax Partner – London

Tax Recruitment specialists Clark Wood is delighted to be working with this well regarded and forward‑thinking firm of chartered accountants in Central London. Our client is looking to add a Personal Tax Director or Partner to join their team.

Responsibilities

• You will manage a large portfolio of clients, including business owners, serial entrepreneurs, partnerships, and high net worth individuals and their related companies or trusts, ensuring excellent client service.
• Build and maintain client relationships and provide a high level of client service.
• Significant and well‑rounded experience working within Private Client tax, as well as overseeing advisory projects and controlling budgets.
• Advanced networking capabilities and awareness with negotiating and influencing skills.
• Effectively manage, motivate, mentor, and develop other members of the team and offer a professional role model.
• Actively develop the business, winning work by proactively managing existing clients and targeting new clients.

Qualifications

• Private client specialist with experience of advising HNW and UHNW individuals.
• CTA and ACCA/ACA qualified.

For further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood - [e-mail] - Mobile: [phone].

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