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- Tasks: Lead the personal tax team, advising clients on various tax matters and building strong relationships.
- Company: Join a reputable firm in Ipswich known for its client-focused approach and diverse client base.
- Benefits: Enjoy a competitive salary, clear partnership path, and a supportive work-life balance environment.
- Why this job: Make a real impact while shaping a growing practice in a collaborative and inclusive culture.
- Qualifications: Must be an experienced Personal Tax professional with ACA, CTA, or equivalent qualifications.
- Other info: We value diversity and encourage underrepresented talent to apply.
The predicted salary is between 43200 - 72000 £ per year.
Are you a seasoned Personal Tax expert looking to take your career to the next level? We have an exciting opportunity for a Personal Tax Partner to join a leading firm in Ipswich. This is your chance to take on a pivotal role, leading the personal tax team, building strong client relationships, and making a lasting impact on the firm’s growth.
About the Firm:
This well-established firm is known for its client-focused approach and excellent reputation in the market. With a diverse client base ranging from high-net-worth individuals, entrepreneurs, and family businesses to trusts and estates, the firm offers a wide variety of complex and interesting work. The firm fosters a supportive and collaborative culture, providing a great environment for career progression and development.
Key Responsibilities:
- Lead and develop the personal tax offering, advising clients on a broad range of personal tax matters including income tax, capital gains tax, inheritance tax, and estate planning.
- Provide strategic, bespoke tax planning advice to high-net-worth individuals, entrepreneurs, and family offices, with a particular focus on tax-efficient structuring, trust planning, and estate management.
- Manage a varied portfolio of clients, building and maintaining strong, long-term relationships, and offering exceptional client service.
- Lead, mentor, and inspire a talented personal tax team, providing guidance and developing junior staff members to progress in their careers.
- Identify opportunities for business development, driving growth in the personal tax service line.
- Keep abreast of changes in personal tax legislation and developments in tax planning strategies to ensure clients receive the most up-to-date advice.
Who You Are:
- A highly experienced Personal Tax professional with significant expertise in advising high-net-worth individuals, trusts, and family offices.
- ACA, CTA, or equivalent qualified with extensive experience in personal tax advisory and planning.
- An excellent communicator with the ability to engage and build relationships with clients and stakeholders.
- A natural leader with the ability to manage, develop, and inspire a team to deliver exceptional service.
- Commercially aware and able to identify business development opportunities to grow the personal tax practice.
What’s On Offer:
- A competitive salary and benefits package, tailored to your experience.
- A clear path to partnership with real opportunities for growth and development.
- A supportive and inclusive working environment that values work-life balance.
- The opportunity to lead and shape a growing personal tax practice within a forward-thinking firm.
If you're a Personal Tax professional seeking a new challenge and the opportunity to make a real impact, we’d love to hear from you.
Interested? Contact Josh Wells at Rutherford Briant for a confidential discussion. Apply now and take the next step in your career!
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Partner
✨Tip Number 1
Network with professionals in the personal tax field, especially those who have experience with high-net-worth clients. Attend industry events or seminars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Stay updated on the latest changes in personal tax legislation and planning strategies. Being knowledgeable about current trends will not only enhance your expertise but also demonstrate your commitment to providing the best advice to clients.
✨Tip Number 3
Showcase your leadership skills by engaging in mentoring opportunities within your current role. Highlighting your ability to develop and inspire a team can set you apart as a candidate who is ready to take on a leadership position.
✨Tip Number 4
Research the firm thoroughly before applying. Understanding their client base and service offerings will allow you to tailor your approach and demonstrate how your skills align with their needs during any discussions.
We think you need these skills to ace Private Client Partner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Private Client Partner position. Tailor your application to highlight your relevant experience in personal tax advisory and your ability to lead a team.
Craft a Compelling CV: Your CV should clearly showcase your qualifications, including ACA or CTA credentials, and your extensive experience with high-net-worth individuals and trusts. Use specific examples to demonstrate your expertise in tax planning and client relationship management.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Highlight your leadership skills and your track record in business development. Make sure to connect your personal values with the firm's commitment to equity, diversity, and inclusion.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are crucial in the personal tax field.
How to prepare for a job interview at Rutherford Briant
✨Showcase Your Expertise
As a seasoned Personal Tax expert, be prepared to discuss your specific experiences and successes in advising high-net-worth individuals. Highlight any complex tax planning strategies you've implemented and how they benefited your clients.
✨Demonstrate Leadership Skills
Since the role involves leading and mentoring a team, share examples of how you've successfully managed and developed junior staff. Discuss your leadership style and how you inspire others to achieve exceptional service.
✨Understand the Firm's Culture
Research the firm's client-focused approach and collaborative culture. Be ready to explain how your values align with theirs and how you can contribute to maintaining and enhancing this environment.
✨Prepare for Business Development Questions
The role requires identifying growth opportunities in the personal tax service line. Think of examples where you've successfully driven business development and be ready to discuss your strategies for expanding the firm's client base.
