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For Companies At a Glance
- Tasks: Lead and grow a portfolio of private clients, delivering expert tax advice.
- Company: A fast-growing firm redefining private client advisory with a people-first culture.
- Benefits: Hybrid working, competitive salary, and the chance to shape your own practice area.
- Why this job: Join a bold, innovative team and make a real impact in private client tax.
- Qualifications: CTA/ACA qualified with experience in private client tax advisory and strong networking skills.
- Other info: Exciting opportunity for career growth in a dynamic environment.
The predicted salary is between 72000 - 108000 £ per year.
Location: London (Hybrid working available)
Level: Partner
I\’m working closely with a fast-growing, forward-thinking firm that’s redefining what private client advisory looks like. They’re now seeking a Private Client Tax Partner to spearhead growth in London, focusing on the entrepreneur-led mid-market, trusts, and capital taxes.
This is a stand-out opportunity for someone well-networked in the capital—someone who understands how to win work, build meaningful relationships, and lead from the front.
The Role
- Lead and grow a high-quality portfolio of private clients—ranging from business owners and HNWIs to family offices and trustees
- Deliver expert advice on CGT, IHT, trusts, succession planning, and wider wealth structuring
- Drive new business through your network and personal brand across London and the South East
- Develop and mentor a growing team of talented private client tax advisors
- Contribute to national strategy and help shape the future of the private client offering
The Ideal Candidate
- CTA/ACA qualified (or equivalent), with deep experience in private client tax advisory
- Proven ability to develop and retain high-value client relationships
- A strong profile in the Reading market-particularly among owner-managed businesses, family-run companies, and entrepreneurs
- Expertise in CGT, IHT, trusts, and family wealth planning
- Commercial, collaborative, and excited to be part of something growing and genuinely different
To discuss this opportunity further, please contact Christina Jezard on 023 9222 8240 or submit your CV in confidence to christina.jezard@arm.co.uk to arrange a confidential conversation.
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Private Client Tax Partner employer: Advanced Resource Managers
Contact Detail:
Advanced Resource Managers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Partner
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join relevant groups, and don’t be shy about reaching out to your contacts. Building relationships is key, especially in the private client tax world.
✨Showcase Your Expertise
Make sure you’re visible as an expert in your field. Share insights on social media, write articles, or even host webinars. This will help you build your personal brand and attract potential clients who value your knowledge.
✨Leverage Your Current Clients
Don’t forget about your existing clients! They can be your best advocates. Ask for referrals and testimonials, and keep them updated on your services. Happy clients are more likely to recommend you to their network.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Private Client Tax Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Partner role. Highlight your expertise in CGT, IHT, and wealth structuring to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for private client advisory and how your network can drive new business. We want to see your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve successfully built relationships and grown portfolios in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Advanced Resource Managers
✨Know Your Stuff
Make sure you brush up on your knowledge of CGT, IHT, trusts, and succession planning. The firm is looking for someone with deep expertise in private client tax advisory, so be ready to discuss your experience and insights in these areas.
✨Network Like a Pro
Since this role focuses on building relationships, think about how you can showcase your existing network in London and the South East. Prepare examples of how you've successfully developed client relationships in the past and how you plan to leverage your connections to drive new business.
✨Show Your Leadership Skills
As a Private Client Tax Partner, you'll need to lead and mentor a team. Be prepared to share your leadership philosophy and any experiences where you've successfully guided a team or contributed to a strategic vision. Highlight your collaborative approach and how you can contribute to shaping the firm's future.
✨Be Yourself
This firm values energy, innovation, and a people-first mindset. Don’t be afraid to let your personality shine through during the interview. Share your passion for private client advisory and how you align with their bold and agile culture. Authenticity goes a long way!
