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For Companies At a Glance
- Tasks: Manage client portfolios, provide tax advice, and oversee compliance.
- Company: Join a respected independent firm with a strong culture and growth opportunities.
- Benefits: Enjoy flexible working options and a competitive salary based on experience.
- Why this job: This role offers career progression to Director or Partner in a supportive environment.
- Qualifications: Must be a qualified accountant with 5+ years of experience managing portfolios.
- Other info: Opportunity to mentor team members and engage in business development.
The predicted salary is between 43200 - 72000 £ per year.
Your new company
One of my top clients is planning for its future and looking to expand their tax team with a strong personal tax Manager or Senior Manager with a view to progressing through to Director or Partner as part of their succession planning. This independent Firm boasts 3 offices, soon to be opening a 4th in the heart of Surrey, an affluent area, boasting a deep and broad portfolio with high-level technical work. This represents an excellent opportunity to join this modern, well-respected Firm with an excellent culture, and to progress your career to the highest level with the Firm.
Your new role
You will:
- Manage a portfolio of clients
- Provide technical advisory expertise
- Oversee compliance for a designated portfolio
- Tax planning
- Assist with business development and attend networking events
- Assist to continue business growth and expansion of the portfolio
- Work closely with your new team, helping to guide and mentor individuals as needed
- Be a point of escalation within the team for any issues
What you'll need to succeed
You will be a qualified accountant, ACA, ACCA, ATT, CTA with at least 5 years post-qualification experience. You will have managed a portfolio previously and be able to demonstrate your advisory skills during interview. You will have excellent communication skills to enable you to manage a high performing team, to liaise with clients, hold tax planning meetings, be confident in exploring business development opportunities and to network in local communities as needed.
What you'll get in return
This is a Partner Designate role and will receive a salary dependent on experience and to reflect the stature of the role. Flexible working options are available.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call James Clark on 01256633150 or email now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays
Partner Designate - Private Client Tax employer: Hays Accountancy and Finance
Contact Detail:
Hays Accountancy and Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner Designate - Private Client Tax
✨Tip Number 1
Make sure to highlight your experience in managing a portfolio of clients during networking events. This will showcase your ability to handle responsibilities similar to those required in the Partner Designate role.
✨Tip Number 2
Engage with local business communities and attend relevant tax seminars or workshops. This not only helps you build connections but also demonstrates your commitment to business development, which is crucial for this position.
✨Tip Number 3
Prepare to discuss specific examples of your advisory skills in previous roles. Being able to articulate how you've successfully guided clients through complex tax planning will set you apart during interviews.
✨Tip Number 4
Familiarize yourself with the firm's culture and values. Understanding what makes them unique will help you align your responses during interviews and show that you're a great fit for their team.
We think you need these skills to ace Partner Designate - Private Client Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, such as ACA, ACCA, ATT, or CTA, and emphasizes your 5+ years of post-qualification experience. Include specific examples of managing a portfolio and providing advisory expertise.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the firm’s culture. Mention your experience in tax planning, compliance oversight, and business development to demonstrate your fit for the position.
Highlight Communication Skills: In your application, emphasize your excellent communication skills. Provide examples of how you have successfully managed teams, liaised with clients, and conducted tax planning meetings.
Showcase Leadership Experience: If you have experience mentoring or guiding team members, make sure to include this in your application. Highlight any instances where you acted as a point of escalation within your team.
How to prepare for a job interview at Hays Accountancy and Finance
✨Showcase Your Advisory Skills
Be prepared to discuss specific examples of your advisory work. Highlight how you've successfully managed client portfolios and provided technical expertise in tax planning.
✨Demonstrate Leadership Abilities
Since this role involves mentoring and guiding a team, share experiences where you've led a team or resolved issues. Emphasize your communication skills and ability to manage high-performing teams.
✨Prepare for Business Development Discussions
Think about how you've contributed to business growth in previous roles. Be ready to discuss strategies you've implemented and how you can help expand the firm's portfolio.
✨Network with Confidence
As networking is key in this role, prepare to talk about your experience attending events and building relationships within the community. Show that you're proactive in seeking out new opportunities.
