Private Client Partner

Brewer Morris; London; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading accountancy firm in London is seeking a Personal and Owner-Managed Business Tax specialist for a partnership opportunity. The role involves providing strategic tax advice to high-net-worth individuals and businesses, mentoring a team, and driving business development initiatives. This position offers significant autonomy and the chance to shape the firm's tax offerings, alongside a competitive pay package and potential partnership.

Benefits

Competitive remuneration package

Path to equity partnership

Flexible working arrangements

Qualifications

• CTA qualified with substantial experience in personal and OMB tax.
• Proven track record of managing complex tax advisory projects.
• Experience in developing new business and growing a tax practice.

Responsibilities

• Provide high-level tax advice to personal tax clients and OMB.
• Lead and manage complex advisory projects, including succession planning.
• Mentor and lead a team of tax professionals, fostering culture of excellence.

Skills

Leadership

Client Relationship Management

Strategic Planning

Tax Advisory

Business Development

Education

CTA qualification

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from Brewer Morris

Director Tax Recruitment at Brewer Morris

Are you a highly experienced and ambitious Personal and Owner-Managed Business (OMB) Tax specialist looking for a partnership opportunity in a dynamic and growing London-based accountancy firm?

Our client is a well-established and respected firm with a strong reputation for providing expert, tailored advice to a diverse client portfolio, including high-net-worth individuals, entrepreneurs, and a range of owner-managed businesses across various exciting sectors. They are known for their partner-led approach, fostering a collaborative and supportive environment that prioritizes both client success and team development.

This is a key leadership role where you will be instrumental in shaping the firm's private client and OMB tax offering. You will have the autonomy to develop and grow this area, leveraging the firm's existing strong reputation and client base.

The Role:

• Provide high-level technical tax advice and strategic planning solutions to a portfolio of personal tax clients (including HNWIs, non-domiciles, and entrepreneurs) and owner-managed businesses.
• Lead and manage complex advisory projects covering areas such as succession planning, IHT, trusts, residency issues, and shareholder/business structuring.
• Develop and maintain strong client relationships, acting as their trusted advisor.
• Play a pivotal role in business development activities, identifying and pursuing new opportunities to expand the private client and OMB tax practice.
• Mentor, develop, and lead a talented team of tax professionals, fostering a culture of technical excellence and client service.
• Contribute to the firm's overall strategy and growth, working collaboratively with other partners.
• Stay at the forefront of tax legislation and market trends, ensuring clients and the firm are well-informed.

The Candidate:

• CTA qualified (or equivalent) with substantial post-qualification experience in personal and OMB tax, gained within a reputable accountancy firm.
• A proven track record of providing complex tax advisory services and managing a significant client portfolio.
• Demonstrable experience in successfully developing new business and growing a tax practice area.
• Strong leadership and team management skills, with a passion for mentoring and developing others.
• Excellent communication, interpersonal, and client relationship-building skills.
• Commercially astute with an entrepreneurial mindset.
• Ambitious and driven, with a clear desire to achieve partnership and contribute to the firm's long-term success.

What's on Offer:

This is a fantastic opportunity to join a forward-thinking and supportive firm in a key strategic role. You will be joining a practice that values its people, offering a competitive remuneration package, a clear path to equity (if not a day 1 Partner offer for the right candidate), and the chance to make a significant impact. The firm embraces a modern working environment, including hybrid and flexible working arrangements.

If you are a talented and motivated tax professional ready to take on a challenging and rewarding partnership role in London, we encourage you to apply.

To Apply:

Please submit your CV and a covering letter outlining your suitability for this role. All applications will be treated with the strictest confidence.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Staffing and Recruiting

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