At a Glance
- Tasks: Lead and advise on complex personal tax matters for high-net-worth clients.
- Company: Join Gravita, a tech-enabled accounting firm empowering ambitious businesses.
- Benefits: Flexible working hours, hybrid model, and exceptional development support.
- Other info: Collaborative culture focused on growth and continuous learning.
- Why this job: Shape the future of accounting while making a real impact on clients' lives.
- Qualifications: CTA/ACA/ACCA qualified with experience in private client advisory.
The predicted salary is between 60750 - 74250 £ per year.
We’re Gravita: the accountants fuelling ambitious businesses. We’re a full service, tech-enabled firm, working with entrepreneurs and businesses to help them achieve their goals, and make an impact in the world. We’re growing fast and are bringing like-minded advisors together to form a full-service tech-enabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster. Our mission is to become the UK’s leading tech-enabled accounting firm for SMEs. We have ambitious goals and our high-calibre team work hard to achieve them. We are one team with one agenda, working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us, you’ll not only be working on exciting client challenges, you’ll also be helping us shape the future of accounting.
The Role
As a Director or Partner within our Private Client team, you play a pivotal role in the delivery and growth of a high-quality advisory offering for entrepreneurs, business owners, high-net-worth individuals and families. You will advise clients on complex personal tax matters while helping them navigate significant life and business events. This includes succession planning, wealth preservation and broader family tax planning strategies. This role is focused on developing client relationships, helping grow the service line, generating new opportunities and being part of a market-leading advisory team. Working closely with colleagues across Gravita service offerings, you will ensure clients receive holistic advice tailored to their long-term goals.
Key Responsibilities:
- Client Advisory & Relationship Management
- Act as a trusted advisor on complex private client advisory matters.
- Provide strategic tax planning advice to high-net-worth individuals, families, entrepreneurs and business owners.
- Advise on succession planning, inheritance tax planning, wealth transition strategies and other tax affairs in relation to individuals.
- Support clients throughout key life events, including business disposals, exits, retirement and intergenerational wealth transfers.
- Build trusted, long-term relationships with clients and their wider professional advisers.
- Growth & Business Development
- Support the growth and development of the Private Client service line.
- Identify opportunities to expand relationships across the existing client base.
- Build strong referral networks with lawyers, wealth managers, family offices and other professional intermediaries.
- Support the development of Gravita's market presence within the private client sector.
- Leadership & Team Development
- Mentor, coach and develop a growing team of private client specialists.
- Foster a culture of collaboration, technical excellence and continuous learning.
- Support recruitment and succession planning across the team.
- Provide technical guidance and oversight on complex client matters.
- Act as a visible leader within the wider Tax function.
- Strategic & Commercial Leadership
- Contribute to the strategic direction and growth plans of the Private Client tax business.
- Drive revenue growth, profitability and client retention.
- Oversee quality, risk management and technical standards across the team.
- Work collaboratively with colleagues across the firm to deliver integrated client solutions.
- Champion exceptional client service and continuous improvement.
Qualifications, Knowledge & Experience:
- CTA and/or ACA, ACCA qualified
- Experience advising private clients within an accountancy practice, private client consultancy or professional services environment.
- Strong technical expertise across personal tax, trusts, inheritance tax and family succession planning.
- Experience advising entrepreneurs, owner-managed businesses, high-net-worth individuals and family groups.
- Proven ability to lead complex advisory assignments and manage senior client relationships.
- Good ability to generate opportunities within existing client base and support winning new clients.
- Excellent communication and relationship-building skills.
- Commercial, strategic and client-focused approach with a passion for delivering high-quality advice.
Your Career with Gravita
When you join Gravita, we’ll support you on your own growth journey. We want to be the place you learn, grow and unlock your true potential. We’ll work with you to build a progression plan to outline how you’ll grow at our company and everything we’ll do to help you get there. We’re also passionate about learning and development, to help you focus on your future.
The Key Details
Our standard working week is a 37.5-hour week on a hybrid basis. Core working hours are 10am - 4pm Monday to Friday. Flexible working and happy employees are at the top of our list here at Gravita and we have been working hard to support our teams through the fast-paced changes. Your development won’t be forgotten, our development support is extraordinary for a firm of our size. It's a busy, fast-paced environment here at Gravita.
Director / Partner, Private Client Tax employer: Gravita Business Services Ltd.
Gravita Business Services Ltd. is an exceptional employer, offering a dynamic work environment that fosters flexibility and innovation. As a leader in Corporate Tax, you will have the opportunity to manage a diverse client base while contributing to the growth of our advisory services for ambitious SMEs. Our commitment to employee development and a collaborative culture ensures that you will thrive both personally and professionally in this role.
Contact Details:
Gravita Business Services Ltd. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Director / Partner, Private Client Tax
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We think you need these skills to ace Director / Partner, Private Client Tax
Some tips for your application 🫡
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How to prepare for a job interview at Gravita Business Services Ltd.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Gravita Business Services Ltd..
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Before your interview, reach out to current or former Gravita Business Services Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
