Private Client Tax Partner

Brewer Morris; Greater London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Personal Tax Partner to enhance their personal tax services in London. This role involves managing a diverse portfolio of high-net-worth clients, providing expert tax advice, and contributing to the strategic growth of the firm. The ideal candidate will have a strong background in personal tax legislation, excellent relationship-building skills, and a passion for business development. Join a supportive team that values professional growth and offers a collaborative environment, making a significant impact on the firm's success.

Benefits

Competitive salary

Professional development opportunities

Collaborative working environment

Diverse client base

Central London location

Career progression

Qualifications

• Qualified accountant with significant experience in personal tax.
• Strong technical knowledge of UK personal tax legislation.

Responsibilities

• Manage a portfolio of high-net-worth clients providing tailored tax advice.
• Oversee preparation and review of complex tax returns.

Skills

Personal Tax Advice

Client Relationship Management

Tax Planning Strategies

UK Tax Legislation

Team Management

Business Development

Communication Skills

Education

ACA

ACCA

CTA

Job description

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Director Tax Recruitment at Brewer Morris

Our client is a well-established and highly respected accountancy and business advisory firm based in London. With a strong reputation for providing exceptional client service and expert advice, they work with a diverse portfolio of high-net-worth individuals, families, and trusts. They pride themselves on their collaborative and supportive culture, fostering an environment where individuals can thrive and develop their careers.

The Opportunity:

As part of growth plans, they are seeking a dynamic and experienced Personal Tax Partner to join their thriving tax team in London. This is a fantastic opportunity for a motivated individual to play a key role in the growth and development of the firm’s personal tax offering, managing a portfolio of complex clients and contributing to the strategic direction of the firm.

Key Responsibilities:

• Manage and develop a portfolio of high-net-worth individuals, families, and trusts, providing proactive and tailored tax advice.
• Act as the primary point of contact for clients, building strong relationships and understanding their unique needs.
• Provide expert advice on a wide range of personal tax matters, including income tax, capital gains tax, inheritance tax, and residency issues.
• Oversee the preparation and review of complex tax returns and computations.
• Identify tax planning opportunities and develop strategies to minimize tax liabilities for clients.
• Keep up-to-date with changes in tax legislation and advise clients on the implications.
• Contribute to the development of the personal tax team, mentoring and coaching junior staff.
• Participate in business development activities, building relationships with potential clients and intermediaries.
• Work collaboratively with other departments within the firm to provide holistic advice to clients.
• Contribute to the strategic direction and growth of the tax department.

About You:

• A qualified accountant (ACA, ACCA, CTA) with significant post-qualification experience in personal tax.
• Proven track record of managing a portfolio of high-net-worth clients and providing complex tax advice.
• Strong technical knowledge of UK personal tax legislation.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Proven ability to manage and develop a team.
• Strong business development skills and a desire to contribute to the growth of the firm.
• Highly organised and able to manage multiple priorities effectively.
• A proactive and commercially aware individual with a client-focused approach.

What We Offer:

• A competitive salary and benefits package.
• Opportunities for professional development and career progression.
• A supportive and collaborative working environment.
• The chance to work with a diverse and interesting client base.
• A central London location with excellent transport links.
• The opportunity to make a significant contribution to a growing and successful firm.

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting