Personal Tax Partner - London

Clark Wood - Tax Recruitment; Greater London; On-site; GBP 75,000 - 100,000; Full time

Job summary

A growing accountancy firm in Central London is seeking a Personal Tax Partner. The role involves managing a large portfolio of high-net-worth clients and overseeing advisory projects. Candidates must be CTA and ACCA/ACA qualified with significant experience in Private Client tax. The firm offers a dynamic work environment where you will also mentor team members and actively develop the business. This is a great opportunity for a professional looking to advance their career in a reputable practice.

Qualifications

• Significant experience in Private Client tax.
• Qualified as CTA and ACCA/ACA.
• Ability to manage and mentor team members.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Oversee advisory projects and control budgets.
• Develop business by targeting new clients.

Skills

Client relationship management

Negotiating skills

Team management

Business development

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.

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.

Responsibilities

• 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.
• Private client specialist with experience of advising HNW and UHNW individuals.
• 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

CTA and ACCA/ACA qualified

Contact

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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