Private Client Tax Partner

Buzzacott; City Of London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A financial services firm in the UK is seeking a new Partner for its Private Client team. This role involves leading high-net-worth client portfolios, providing technical advice, and driving business development. Ideal candidates have a strong background in private client tax advisory and leadership experience. The firm values personal connections and supports flexible working arrangements.

Benefits

Flexible working opportunities

Professional development support

Qualifications

• Full knowledge of UK tax matters relating to private clients.
• Significant experience in Private Client tax and overseeing projects.
• Ability to train team members in tax and management issues.

Responsibilities

• Lead a portfolio of high-net-worth clients.
• Proactively market and develop the firm’s Private Client function.
• Provide sound technical advice on a broad range of private client matters.

Skills

Leadership experience

Networking capabilities

Private client advisory

Business development

Job description

About the Team

Our Private Client team consists of around 35 team members and 4 partners – each with their own specialism. The core of the work focuses on providing clear and practical advice to high-net-worth individuals and their families in the UK and abroad. Assessing the opportunities available to our clients, by helping to structure their affairs to minimise their tax liability and preserve their property for future generations.

Due to the complexity of some of the work, this role is heavily integrated and will involve working closely with our specialist teams around the firm.

The Role

We are looking for a new Partner in our specialist Private Client team with strong private client tax advisory skills and a background in successfully developing new business. This role will offer a unique opportunity for a driven Private Client Specialist to help with the development of a highly respected, fast growing and talented team.

As a Partner in the team, you will be responsible for supporting, creating and implementing strategies to enhance the firms’ Personal Tax offering. This will include, but not be limited to:

Duties and Responsibilities

• Leading a portfolio of high-net-worth clients.
• Proactively marketing and developing the firm’s Private Client function and expertise, both internally and externally.
• Provide input into Buzzacott’s marketing publications and events as required.
• Recognise and act upon opportunities for cross selling of services and adding value.
• Identify opportunities for selling consultancy services to existing clients.
• Maintain existing contacts and develop new networks, creating opportunities for new business, as well as developing those in the team on how to develop new networks and spot opportunities.
• Providing sound technical advice on a broad range of private client matters.
• Providing training, guidance and support to your team members.
• In addition, you will also provide leadership and mentorship to the team, as well as support in driving the personal development and professional growth within the team.
• Support in the recruitment and training of the team.
• Working with the firm’s Partner and Director Group to develop our service offerings.
• Budgeting and planning all work for clients in your portfolio, including overall responsibility for the timely delivery of such work and for the recoverability and billing on such jobs.
• Oversight of the established team, including review of existing resources and their utilisation and developing a structure alongside other partners within the team.

Skills and experience

• Full knowledge of UK tax matters relating to private clients and professional practices.
• Strong leadership experience, involving line management of senior team members.
• 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.
• Demonstrable experience in developing team members both professionally and technically.
• Ability to recognise opportunities for new business, both internally and externally.
• Ability to train other team members in tax and management issues.
• Able to act as a role model for the team.
• Someone who is committed developing the team’s client base, as well as the team’s experience and structure.

Why Buzzacott?

We’re big enough to provide deep expertise across a wide range of specialisms, but small enough to value meaningful personal connections — with clients and colleagues alike. You’ll work alongside experienced professionals who will support your continued development, while you contribute to shaping the growth of both our team and our clients.

At Buzzacott, we’re committed to equal opportunities and ensuring all employment decisions are fair, objective, and based on merit. To see more information about our Rewards & Benefits follow this link:

• Rewards & Benefits - Buzzacott

For more information about the Private Client team, please click here.

To find out more about life at Buzzacott, please click here.

To hear from team members across the firm on their experience of life at Buzzacott, please click here.

We have a firmly embedded approach to flexi-time and support flexible working opportunities to help you manage your work-life balance.

If you are interested in this role, we encourage you to apply directly via the Apply button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to one of our HR Team about the vacancy before applying, contact us at [e-mail]

Please note: Our HR Team review and respond to all applications

No agencies please.