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- Tasks: Lead the Private Client Tax service line and provide expert advice to high-net-worth clients.
- Company: Join Cowgills, a leading independent chartered accountancy firm with a focus on client needs.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Why this job: Shape the future of private client tax and make a real impact in a senior leadership role.
- Qualifications: ACA, CTA, or equivalent qualification with proven experience in private client tax advisory.
- Other info: Be part of a diverse team that values inclusion and supports your career journey.
The predicted salary is between 43200 - 72000 £ per year.
As 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.
We 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.
- 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.
At 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.
Private Client Tax Partner in Bolton employer: Cowgills, part of the Sumer Group
Contact Detail:
Cowgills, part of the Sumer Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Partner in Bolton
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with someone from Cowgills or any other firm, make sure to highlight your knowledge in private client tax matters. Share insights on recent tax legislation changes or innovative solutions you've developed. This shows you're not just another candidate; you're a thought leader!
✨Prepare for Interviews
Do your homework before any interview. Understand Cowgills' values and how they align with your own. Be ready to discuss how you can contribute to their growth and culture, especially in leading the Private Client Tax service line. Confidence is key!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Cowgills.
We think you need these skills to ace Private Client Tax Partner in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Partner role. Highlight your expertise in private client tax advisory and any leadership experience you've had, as this will show us you're a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax and how you can contribute to our team. Be sure to mention specific examples of your past successes in similar roles.
Showcase Your Client Relationship Skills: Since building strong relationships with high-net-worth individuals is key, make sure to include examples of how you've successfully managed client relationships in the past. This will help us see your ability to connect and advise effectively.
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’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Cowgills, part of the Sumer Group
✨Know Your Tax Stuff
Make sure you brush up on the latest tax legislation and regulations relevant to private clients. Be prepared to discuss complex topics like inheritance tax and capital gains tax, as well as how you’ve successfully navigated these issues in past roles.
✨Showcase Your Advisory Skills
During the interview, highlight your experience in managing client relationships and leading advisory projects. Share specific examples of how you've provided high-level advice to high-net-worth individuals and families, demonstrating your ability to be a trusted adviser.
✨Demonstrate Leadership Qualities
As a potential Partner, it’s crucial to showcase your leadership skills. Talk about how you’ve mentored junior staff and contributed to team growth. Discuss your approach to building a high-performing team and how you plan to expand the Private Client Tax offering.
✨Be Business Development Savvy
Cowgills is looking for someone who can drive portfolio performance and identify new market opportunities. Prepare to discuss your experience with networking, delivering presentations, and preparing proposals that have led to successful business development initiatives.