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 supporting 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 helping clients achieve their goals.
- 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
Gravita is an excellent employer that fosters a collaborative and fast-paced work culture, offering hybrid working arrangements to support work-life balance. With a strong commitment to employee growth, we provide continuous professional development opportunities and training to ensure you remain at the forefront of payroll regulations. Join us in a tech-enabled environment where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Director / Partner, Private Client Tax
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Gravita, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Director / Partner, Private Client Tax
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Gravita's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Gravita. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Gravita!
How to prepare for a job interview at Gravita
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Gravita.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Gravita. It helps to show our commitment!
