Tax Partner

Meraki Talent; Plymouth; On-site; GBP 90,000 - 130,000; Full time

Job summary

Meraki Talent is seeking a seasoned tax professional to lead and expand our private client tax services in the UK. You will deliver high-level personal tax advisory for affluent individuals and business owners, blending technical depth with commercial insight.

As part of senior leadership, you will oversee complex client portfolios, guide team members, and drive business growth through proactive proposals and market engagement. ACA/ACCA/CTA qualification is preferred.

Qualifications

• Extensive background in advising private clients on tax matters within a professional services environment.
• Deep knowledge of inheritance and capital gains planning, trusts, and personal tax frameworks.
• Proven track record in managing high-value client portfolios and complex advisory work.

Responsibilities

• Client engagement: build long-term relationships with affluent individuals and business owners.
• Technical advisory: deliver complex tax planning and structuring solutions.
• Regulatory compliance: oversee personal tax compliance and identify optimization opportunities.
• Project ownership: manage advisory projects from planning to execution.
• Regulatory insight: stay updated on UK tax law developments and inform clients and teams.
• Team development: mentor junior staff and raise performance standards.
• Business growth: contribute to expanding the private client function through proposals and networking.

Skills

Private client tax

Tax advisory leadership

UK tax knowledge

Business development

Client relationship management

Team mentoring

Education

CTA/ACCA/ACA qualified

Job description

Our client seeking a seasoned tax professional to take ownership of and further develop our Tax services. This role requires a strong blend of technical expertise and commercial awareness, allowing you to provide tailored tax guidance to affluent individuals, families, founders, and business proprietors.

As part of the firm’s senior leadership team, you’ll be instrumental in overseeing sophisticated client portfolios, delivering high-level advisory solutions, and contributing to the expansion of this key area of the business.

• Client Engagement: Establish and nurture long-term relationships with wealthy individuals and business owners, serving as a trusted advisor on personal taxation matters.
• Technical Advisory: Deliver complex tax planning and structuring solutions, particularly in areas such as inheritance considerations, capital disposals, trusts, estate strategies, residency status, and income taxation.
• Regulatory Compliance: Oversee personal tax compliance requirements, ensuring obligations are met while proactively identifying opportunities for tax efficiency.
• Project Ownership: Manage intricate tax advisory projects from initial planning through to execution, ensuring outcomes align with client goals and expectations.
• Regulatory Insight: Keep up to date with developments in UK tax law and ensure both clients and internal teams are informed and prepared for changes.
• Team Development: Guide and support less experienced team members, encouraging professional growth and maintaining high standards of performance.
• Business Growth: Contribute to the expansion of the private client function through involvement in proposals, networking, and sharing insights with the wider market.

Experience & Capabilities

• Extensive background in advising private clients on tax matters, ideally within a well-regarded accounting or advisory environment
• Deep knowledge of inheritance and capital gains planning, alongside experience with trusts, estate arrangements, and personal tax frameworks
• Professionally qualified (e.g., ACA, ACCA, CTA or similar)
• Demonstrated experience managing complex advisory work and high-value client portfolios
• Strong leadership capabilities, including developing and mentoring team members
• Commercially minded, with the ability to spot opportunities that benefit both clients and the organisation

Personal Attributes

• Client-centric approach with a strong commitment to service excellence
• Proactive and commercially driven, with an ability to identify practical solutions
• Collaborative in nature, with a willingness to support and lead others
• Clear and logical thinker, able to translate complex tax matters into understandable advice
• Passionate about coaching others and contributing to a positive and supportive team environment