Private Client Tax Partner

Brewer Morris; London; On-site; GBP 100,000 - 200,000; Full time

Job summary

A leading accountancy firm in London is seeking a Personal Tax Partner to manage a portfolio of high-net-worth clients. This role involves providing tailored tax advice and contributing to the strategic growth of the firm's personal tax services. The ideal candidate will have extensive experience in personal tax, strong client relationship skills, and a proactive approach to business development.

Benefits

Competitive salary and benefits package

Opportunities for professional development

Collaborative working environment

Central London location

Qualifications

• Significant post-qualification experience in personal tax.
• Strong technical knowledge of UK personal tax legislation.
• Proven ability to manage and develop a team.

Responsibilities

• Manage and develop a portfolio of high-net-worth individuals.
• Provide expert advice on personal tax matters.
• Mentor and coach junior staff.

Skills

Client Relationship Management

Tax Planning

Communication

Team Management

Education

Qualified Accountant (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 ourselves 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 firms 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

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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