Private Client Partner

Rutherford Briant; Ipswich; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading firm in Ipswich is seeking a Personal Tax Partner to guide the personal tax team and enhance client relationships. This role offers a competitive salary and a clear path to partnership, making a significant impact in a supportive environment. Candidates should possess substantial experience in personal tax advisory and be ready to mentor junior staff while driving business growth.

Benefits

Competitive salary and benefits

Clear path to partnership

Supportive work environment

Qualifications

• Significant expertise in personal tax advisory and planning.
• Excellent communication skills to engage with clients.
• Natural leadership qualities to inspire a team.

Responsibilities

• Lead and develop personal tax offering for clients.
• Provide bespoke tax planning advice to high-net-worth individuals.
• Manage a varied portfolio of clients and build long-term relationships.

Skills

Advising high-net-worth individuals

Tax planning and structuring

Client relationship management

Team leadership and development

Education

ACA, CTA, or equivalent qualification

Job description

Overview

Are you a seasoned Personal Tax expert looking to take your career to the next level? We have an exciting opportunity for a Personal Tax Partner to join a leading firm in Ipswich. This is your chance to take on a pivotal role, leading the personal tax team, building strong client relationships, and making a lasting impact on the firm’s growth.

About the Firm

This well-established firm is known for its client-focused approach and excellent reputation in the market. With a diverse client base ranging from high-net-worth individuals, entrepreneurs, and family businesses to trusts and estates, the firm offers a wide variety of complex and interesting work. The firm fosters a supportive and collaborative culture, providing a great environment for career progression and development.

Key Responsibilities

• Lead and develop the personal tax offering, advising clients on a broad range of personal tax matters including income tax, capital gains tax, inheritance tax, and estate planning.
• Provide strategic, bespoke tax planning advice to high-net-worth individuals, entrepreneurs, and family offices, with a particular focus on tax-efficient structuring, trust planning, and estate management.
• Manage a varied portfolio of clients, building and maintaining strong, long-term relationships, and offering exceptional client service.
• Lead, mentor, and inspire a talented personal tax team, providing guidance and developing junior staff members to progress in their careers.
• Identify opportunities for business development, driving growth in the personal tax service line.
• Keep abreast of changes in personal tax legislation and developments in tax planning strategies to ensure clients receive the most up-to-date advice.

Who You Are

• A highly experienced Personal Tax professional with significant expertise in advising high-net-worth individuals, trusts, and family offices.
• ACA, CTA, or equivalent qualified with extensive experience in personal tax advisory and planning.
• An excellent communicator with the ability to engage and build relationships with clients and stakeholders.
• A natural leader with the ability to manage, develop, and inspire a team to deliver exceptional service.
• Commercially aware and able to identify business development opportunities to grow the personal tax practice.

What’s On Offer

• A competitive salary and benefits package, tailored to your experience.
• A clear path to partnership with real opportunities for growth and development.
• A supportive and inclusive working environment that values work-life balance.
• The opportunity to lead and shape a growing personal tax practice within a forward-thinking firm.

If you\'re a Personal Tax professional seeking a new challenge and the opportunity to make a real impact, we\'d love to hear from you.

Interested? Contact Josh Wells at Rutherford Briant on 01371 832922 for a confidential discussion.

Apply now and take the next step in your career! Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.