Private Client Tax Partner

TPF Recruitment; Canterbury; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading chartered accountancy firm based in Canterbury is seeking a Private Client Tax Partner or Director to deliver personal tax advisory services. This prestigious firm offers a supportive and flexible working environment with a clear career progression path. Ideal candidates should have strong client management skills and hold relevant qualifications. The position includes developing client relationships and leading a skilled tax team.

Benefits

Highly Competitive salary

30 days annual leave

Hybrid & flexible working

Private medical cover

Pension scheme

Life assurance scheme

CPD & Subscriptions paid

Qualifications

• Minimum 3 years of experience in practice.
• Proven track record in delivering high-quality work on intricate UK private client matters.
• Experience in a semi-senior or senior accountant role.

Responsibilities

• Deliver personal tax and advisory services to a diverse client base.
• Oversee advisory services covering personal tax issues including IHT, CGT, trusts, and estates.
• Develop client relationships and attract new business.

Skills

Client management

Tax advisory services

Communication skills

Education

Qualifications in ATT and CTA, ACA, ACCA, or STEP

Tools

Iris

Xero

Quickbooks

Job description

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TPF Recruitment is exclusively seeking a Private Client Tax Partner, or Director to join a prestigious, top-tier chartered accountancy firm based in Canterbury. This presents an excellent career opportunity for individuals seeking an autonomous and exciting role. You can be based from several offices across Kent.

Our client, a well-established and highly regarded chartered accountancy firm with offices nationwide and an international presence, is known for its outstanding reputation, positive culture, and substantial growth over the past 5 years. The firm prioritises employee well-being and provides a supportive and flexible working environment.

As a Private Client Tax Partner, or Director joining this esteemed firm, you will have a clear path for career progression. Your role will involve delivering personal tax and advisory services to a diverse client base, including directors of owner-managed businesses, property clients, wealthy individuals, and various private clients. Supported by a skilled and experienced medium-sized tax team, you will take on a client-facing position, overseeing the provision of advisory services covering a wide spectrum of personal tax issues, including IHT, CGT, trusts, estates, and more.

In this leadership role, you will influence and lead your team, driving the development of private client tax services within the top-tier firm. Your responsibilities will extend to developing client relationships, attracting new business, enhancing the private client offering, and playing a pivotal role in the growth and development of the Kent office's private client services.

Requirements

• Hold qualifications in ATT and CTA, ACA, ACCA, or STEP.
• Demonstrated prior experience at a senior level in Private Client Tax.
• Proven track record in client management, showcasing the ability to establish and maintain high-level client relationships, a critical aspect of this role.
• Evidence of successful tax experience, consistently delivering high-quality work on intricate UK private client matters while adhering to budget constraints.
• Previous tax experience in a practice setting would be advantageous, preferably within a top 100 or large independent firm.
  
• Highly Competitive salary, depending on experience
• 30 days annual leave, plus bank holidays
• Birthday day off
• Hybrid & flexible working
• Private medical cover
• Parking
• Employee and client referral scheme
• Additional flexible benefits
• Please apply or contact Tristan Finch to discuss further

Job Description
TPF Recruitment is exclusively seeking a Private Client Tax Partner, or Director to join a prestigious, top-tier chartered accountancy firm based in Canterbury. This presents an excellent career opportunity for individuals seeking an autonomous and exciting role. You can be based from several offices across Kent. Our client, a well-established and highly regarded chartered accountancy firm with offices nationwide and an international presence, is known for its outstanding reputation, positive culture, and substantial growth over the past 5 years. The firm prioritises employee well-being and provides a supportive and flexible working environment.

As a Private Client Tax Partner, or Director joining this esteemed firm, you will have a clear path for career progression. Your role will involve delivering personal tax and advisory services to a diverse client base, including directors of owner-managed businesses, property clients, wealthy individuals, and various private clients. Supported by a skilled and experienced medium-sized tax team, you will take on a client-facing position, overseeing the provision of advisory services covering a wide spectrum of personal tax issues, including IHT, CGT, trusts, estates, and more.

In this leadership role, you will influence and lead your team, driving the development of private client tax services within the top-tier firm. Your responsibilities will extend to developing client relationships, attracting new business, enhancing the private client offering, and playing a pivotal role in the growth and development of the Kent office's private client services.

Requirements

• Hold qualifications in ATT and CTA, ACA, ACCA, or STEP.
• Demonstrated prior experience at a senior level in Private Client Tax.
• Proven track record in client management, showcasing the ability to establish and maintain high-level client relationships, a critical aspect of this role.
• Evidence of successful tax experience, consistently delivering high-quality work on intricate UK private client matters while adhering to budget constraints.
• Previous tax experience in a practice setting would be advantageous, preferably within a top 100 or large independent firm.
  

Benefits

• Highly Competitive salary, depending on experience
• 30 days annual leave, plus bank holidays
• Birthday day off
• Hybrid & flexible working
• Life assurance scheme
• Private medical cover
• Pension scheme
• CPD & Subscriptions paid
• Parking
• Employee and client referral scheme
• Additional flexible benefits
• Please apply or contact Tristan Finch to discuss further
• 01227 533 007
• [emailprotected]
  

Requirements
You will be ACA/ACCA or qualified by experience with at least 3 years experience within practice. You will have worked as Semi Senior or Senior accountant within practice Experience of Iris and cloud software such as Xero/ Quickbooks would be advantageous