Private Client Tax Partner — Lead High Net Worth Advisory

Monahans, Part of the Sumer Group; Bath; Hybrid; GBP 140,000 - 190,000; Full time

Benefits offered by this job

Competitive salary with merit-based reviews

Private health insurance

Flexible working arrangements

Enhanced maternity and paternity pay

Volunteer leave

Job summary

A leading accounting firm in the UK seeks an experienced Tax Consultancy Partner to lead a team and drive the Private Client Tax service. The role involves managing a portfolio of high net worth individuals and actively contributing to business growth. The ideal candidate will have extensive private tax expertise, strong leadership abilities, and a proven track record in business development. Flexible working options and comprehensive benefits are provided.

Qualifications

• Extensive knowledge in Inheritance Tax (IHT), Trusts, and Capital Gains Tax (CGT).
• Experience in managing and motivating teams.
• Proven ability to generate new business with long-term client relationships.

Responsibilities

• Lead delivery of tax consultancy to high net worth individuals.
• Manage personal tax compliance and strategic advisory projects.
• Mentor a team of professionals to drive collaboration.

Skills

Private Tax Expertise

Leadership

Business Development

High Net Worth Client Management

Job description

A leading accounting firm in the UK seeks an experienced Tax Consultancy Partner to lead a team and drive the Private Client Tax service. The role involves managing a portfolio of high net worth individuals and actively contributing to business growth. The ideal candidate will have extensive private tax expertise, strong leadership abilities, and a proven track record in business development. Flexible working options and comprehensive benefits are provided.