Private Client Tax Partner in Bolton

DescriptionAs one of the region\’s leading independent chartered accountants and business advisors, Cowgills has the expertise and knowledge to provide you with a full‐service offering. Our independence ensures that we can tailor our approach to suit our clients\’ individual needs. We have over 200 talented, committed and engaged employees, totally focused on delivering financial guidance and growth strategies to our clients.

DepartmentPersonal Tax

LocationBolton

Role OverviewWe are seeking a commercially driven Private Client Tax Partner to help shape the future of our Private Client practice. This senior leadership role offers real influence over strategy, growth and culture, alongside responsibility for delivering exceptional advice to a complex, high‐value client base.

You will lead the Private Client Tax service line at Cowgills, acting as a trusted adviser to entrepreneurs, high‐net‐worth individuals, families and trustees. The role involves overseeing complex advisory work across income tax, capital gains tax, inheritance tax, trusts, succession planning and wider wealth structuring.

As a Partner, you will own key client relationships, drive portfolio performance and lead business development. You will play a central role in firmwide decision‐making, expand the Private Client Tax offering, identify new market opportunities and build a sustainable, high‐performing team.

Key Responsibilities

Build and maintain strong relationships with high-net-worth individuals and families, acting as their primary advisor on all private client tax matters

Provide high level advice on a broad spectrum of private client tax issues, including estate planning and inheritance tax, income tax, capital gains tax, international personal tax considerations, and technical compliance issues

Oversee complex tax projects, ensuring high quality delivery on time and within budget

Conduct in-depth research to develop practical and innovative tax solutions for clients

Stay up to date with changes in tax legislation and regulatory developments, relaying relevant updates to clients and internal stakeholders

Mentor and support junior staff, enhancing their technical skills and professional growth

Contribute to business development initiatives through networking, delivering presentations, and preparing proposals

Collaborate with our international network, GGI International, to foster inbound private client work and coordinate local advice for international clients

Skills, Knowledge & Expertise

ACA, CTA, or equivalent professional qualification

Proven experience in a private client tax advisory role (Partner, Director, or equivalent senior leadership level)

Strong understanding and knowledge of private client related law and regulations, with a track record in private client advisory services

Experience in managing client relationships and leading advisory projects

Belong @ SumerAt Sumer, we know everyone\’s journey is different. That\’s why we\’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

We Shine Together

We Do the Right Thing

We Make It Count

We know diverse teams make us stronger. That\’s why we\’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.

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