Private Client Tax Partner

Private Client Tax Partner

Sidcup Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead a team in delivering personal tax and advisory services to diverse clients.
  • Company: Join a prestigious chartered accountancy firm with a strong reputation and positive culture.
  • Benefits: Enjoy hybrid working, 30 days annual leave, and a competitive salary.
  • Why this job: This role offers autonomy, career progression, and the chance to influence private client tax services.
  • Qualifications: Must hold ATT, CTA, ACA, ACCA, or STEP qualifications with senior-level experience in Private Client Tax.
  • Other info: Flexible benefits and a supportive environment prioritising employee well-being.

The predicted salary is between 43200 - 72000 £ per year.

Sidcup, United Kingdom | Posted on 16/07/2025

TPF Recruitment is exclusively seeking a Private Client Tax Partner, or Director to join a prestigious, top-tier chartered accountancy firm based in Sidcup. This presents an excellent career opportunity for individuals seeking an autonomous and exciting role. You can be based from several offices across Kent.

Our client, a well-established and highly regarded chartered accountancy firm with offices nationwide and an international presence, is known for its outstanding reputation, positive culture, and substantial growth over the past 5 years. The firm prioritises employee well-being and provides a supportive and flexible working environment.

As a Private Client Tax Partner, or Director joining this esteemed firm, you will have a clear path for career progression. Your role will involve delivering personal tax and advisory services to a diverse client base, including directors of owner-managed businesses, property clients, wealthy individuals, and various private clients. Supported by a skilled and experienced medium-sized tax team, you will take on a client-facing position, overseeing the provision of advisory services covering a wide spectrum of personal tax issues, including IHT, CGT, trusts, estates, and more.

In this leadership role, you will influence and lead your team, driving the development of private client tax services within the top-tier firm. Your responsibilities will extend to developing client relationships, attracting new business, enhancing the private client offering, and playing a pivotal role in the growth and development of the Kent office\’s private client services.

Requirements

  • Hold qualifications in ATT and CTA, ACA, ACCA, or STEP.
  • Demonstrated prior experience at a senior level in Private Client Tax.
  • Proven track record in client management, showcasing the ability to establish and maintain high-level client relationships, a critical aspect of this role.
  • Evidence of successful tax experience, consistently delivering high-quality work on intricate UK private client matters while adhering to budget constraints.
  • Previous tax experience in a practice setting would be advantageous, preferably within a top 100 or large independent firm.
  • Highly Competitive salary,depending on experience
  • 30 days annual leave, plusbank holidays
  • Birthday day off
  • Hybrid & flexible working
  • Private medical cover
  • Parking
  • Employee and client referralscheme
  • Additional flexible benefits
  • Please apply or contactTristan Finch to discuss further

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Private Client Tax Partner employer: TPF Recruitment

Join a prestigious chartered accountancy firm in Sidcup, where your career as a Private Client Tax Partner will flourish in a supportive and flexible environment. With a strong focus on employee well-being, this top-tier firm offers substantial growth opportunities, a positive work culture, and a clear path for career progression, making it an excellent employer for those seeking meaningful and rewarding employment.
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Contact Detail:

TPF Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Partner

✨Tip Number 1

Network with professionals in the tax and accountancy field. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.

✨Tip Number 2

Research the firm thoroughly. Understand their values, culture, and recent developments. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in joining their team.

✨Tip Number 3

Showcase your leadership skills. As a Private Client Tax Partner, you'll be expected to lead a team. Prepare examples of how you've successfully managed teams or projects in the past, highlighting your ability to drive results and foster collaboration.

✨Tip Number 4

Stay updated on tax legislation and trends. Being knowledgeable about current issues affecting private clients will not only boost your confidence but also position you as a valuable asset to the firm. Share your insights during discussions to impress your interviewers.

We think you need these skills to ace Private Client Tax Partner

Client Relationship Management
Personal Tax Advisory
Knowledge of IHT and CGT
Trusts and Estates Management
Leadership Skills
Business Development
Tax Compliance and Planning
Attention to Detail
Analytical Skills
Communication Skills
Team Management
Strategic Thinking
Problem-Solving Skills
Qualifications in ATT, CTA, ACA, ACCA, or STEP

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications in ATT, CTA, ACA, ACCA, or STEP. Emphasise your senior-level experience in Private Client Tax and showcase your proven track record in client management.

Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the firm’s values. Discuss your experience with personal tax advisory services and how you can contribute to the growth of their private client services.

Highlight Relevant Experience: In your application, provide specific examples of your successful tax experience, particularly in managing intricate UK private client matters. Mention any previous roles in top 100 or large independent firms to strengthen your application.

Showcase Leadership Skills: Since this is a leadership role, be sure to illustrate your ability to influence and lead a team. Discuss any past experiences where you developed client relationships and attracted new business.

How to prepare for a job interview at TPF Recruitment

✨Showcase Your Expertise

As a Private Client Tax Partner, it's crucial to demonstrate your extensive knowledge in personal tax and advisory services. Be prepared to discuss specific cases where you've successfully managed complex tax issues, such as IHT or CGT, and how you navigated challenges.

✨Highlight Client Relationship Skills

This role heavily relies on building and maintaining high-level client relationships. Share examples of how you've developed strong connections with clients in the past, and explain your approach to client management and retention.

✨Emphasise Leadership Experience

Since this position involves leading a team, be ready to talk about your leadership style and experiences. Discuss how you've influenced team development and driven service improvements in previous roles, showcasing your ability to lead effectively.

✨Research the Firm's Culture

Understanding the firm's positive culture and commitment to employee well-being is key. Familiarise yourself with their values and be prepared to discuss how your own values align with theirs, demonstrating that you're a good fit for their environment.

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