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- Tasks: Manage a portfolio of high-net-worth clients, providing tailored tax advice and overseeing complex tax returns.
- Company: Join a respected accountancy firm in London known for exceptional client service and a supportive culture.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a collaborative work environment.
- Why this job: Be part of a growing team, make a significant impact, and work with diverse clients in a thriving sector.
- Qualifications: Qualified accountant (ACA, ACCA, CTA) with experience in personal tax and strong client relationship skills.
- Other info: Central London location with excellent transport links and opportunities for career progression.
The predicted salary is between 78000 - 120000 £ per year.
2 days ago Be among the first 25 applicants
Direct message the job poster from Brewer Morris
Director Tax Recruitment at Brewer Morris
Our client is a well-established and highly respected accountancy and business advisory firm based in London. With a strong reputation for providing exceptional client service and expert advice, they work with a diverse portfolio of high-net-worth individuals, families, and trusts. They pride ourselves on their collaborative and supportive culture, fostering an environment where individuals can thrive and develop their careers.
The Opportunity:
As part of growth plans they are seeking a dynamic and experienced Personal Tax Partner to join their thriving tax team in London. This is a fantastic opportunity for a motivated individual to play a key role in the growth and development of the firms personal tax offering, managing a portfolio of complex clients and contributing to the strategic direction of the firm.
Key Responsibilities:
- Manage and develop a portfolio of high-net-worth individuals, families, and trusts, providing proactive and tailored tax advice.
- Act as the primary point of contact for clients, building strong relationships and understanding their unique needs.
- Provide expert advice on a wide range of personal tax matters, including income tax, capital gains tax, inheritance tax, and residency issues.
- Oversee the preparation and review of complex tax returns and computations.
- Identify tax planning opportunities and develop strategies to minimize tax liabilities for clients.
- Keep up-to-date with changes in tax legislation and advise clients on the implications.
- Contribute to the development of the personal tax team, mentoring and coaching junior staff.
- Participate in business development activities, building relationships with potential clients and intermediaries.
- Work collaboratively with other departments within the firm to provide holistic advice to clients.
- Contribute to the strategic direction and growth of the tax department.
About You:
- A qualified accountant (ACA, ACCA, CTA) with significant post-qualification experience in personal tax.
- Proven track record of managing a portfolio of high-net-worth clients and providing complex tax advice.
- Strong technical knowledge of UK personal tax legislation.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Proven ability to manage and develop a team.
- Strong business development skills and a desire to contribute to the growth of the firm.
- Highly organised and able to manage multiple priorities effectively.
- A proactive and commercially aware individual with a client-focused approach.
What We Offer:
- A competitive salary and benefits package.
- Opportunities for professional development and career progression.
- A supportive and collaborative working environment.
- The chance to work with a diverse and interesting client base.
- A central London location with excellent transport links.
- The opportunity to make a significant contribution to a growing and successful firm.
Seniority level
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Seniority level
Director
Employment type
-
Employment type
Full-time
Job function
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Job function
Accounting/Auditing
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Industries
Accounting
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Private Client Tax Partner employer: Brewer Morris
Contact Detail:
Brewer Morris 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 or webinars where you can meet potential colleagues or clients. Building relationships can give you insights into the firm’s culture and expectations.
✨Tip Number 2
Research the latest trends and changes in UK personal tax legislation. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your experience managing high-net-worth clients. Think of specific examples where you provided tailored tax advice and how it benefited your clients, as this will showcase your expertise during discussions.
✨Tip Number 4
Engage with the firm on social media platforms like LinkedIn. Comment on their posts or share relevant content to get noticed. This can help you establish a connection before applying and show your genuine interest in the firm.
We think you need these skills to ace Private Client Tax Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a qualified accountant (ACA, ACCA, CTA) and showcases your experience in managing high-net-worth clients. Emphasise your technical knowledge of UK personal tax legislation and any relevant achievements.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for personal tax and your desire to contribute to the growth of the firm. Mention specific experiences where you provided complex tax advice and built strong client relationships.
Showcase Your Business Development Skills: In your application, highlight any previous business development activities you've participated in. Discuss how you have successfully built relationships with potential clients and intermediaries, as this is crucial for the role.
Demonstrate Leadership Experience: If you have experience mentoring or coaching junior staff, make sure to include this in your application. The firm values strong leadership skills, so provide examples of how you've developed a team or contributed to a collaborative environment.
How to prepare for a job interview at Brewer Morris
✨Showcase Your Expertise
As a Private Client Tax Partner, it's crucial to demonstrate your deep understanding of UK personal tax legislation. Be prepared to discuss specific cases where you've successfully managed complex tax issues for high-net-worth clients.
✨Build Rapport with Interviewers
Given the importance of client relationships in this role, focus on building a connection with your interviewers. Use examples from your past experiences to illustrate how you've fostered strong relationships with clients and colleagues alike.
✨Highlight Your Leadership Skills
This position requires managing and developing a team. Be ready to share your experiences in mentoring junior staff and how you've contributed to their professional growth, as well as your approach to team management.
✨Discuss Business Development Strategies
Since the role involves contributing to the firm's growth, prepare to talk about your business development skills. Share specific strategies you've employed to attract new clients and expand your portfolio, showcasing your proactive approach.
