At a Glance
- Tasks: Lead a high-performing team in delivering bespoke tax solutions for high-value clients.
- Company: Join Sumer NI, a forward-thinking firm dedicated to impactful tax advisory services.
- Benefits: Enjoy competitive salary, comprehensive benefits, and personal development opportunities.
- Other info: Collaborative environment with strong focus on career growth and strategic influence.
- Why this job: Shape the future of Private Client Tax while mentoring the next generation of talent.
- Qualifications: Must have ACA, CTA, or equivalent qualification with significant private client tax experience.
The predicted salary is between 60000 - 80000 € per year.
We are seeking a forward-thinking Private Client Tax Senior Manager or Associate Partner to play a pivotal role in shaping the future of our Private Client Tax practice. This is a great opportunity to step into a senior leadership position where you will drive strategic growth, lead a high-performing team, and deliver exceptional advisory services to a diverse portfolio of high-value clients. In this influential role, you will spearhead complex tax advisory projects across income tax, capital gains tax, inheritance tax, trusts, and succession planning, while serving as a trusted senior advisor to key clients. You will take the lead in developing and expanding our Private Client Tax service line, strengthening client relationships, and contributing directly to firmwide strategy. With responsibility for mentoring and developing the next generation of talent and overseeing portfolio financial performance this is a position that offers both significant impact and long-term career progression. If you're a commercially minded private client specialist with a passion for delivering bespoke tax solutions and driving strategic growth, we'd love to hear from you.
Key Responsibilities
- Strategic leadership of the Private Client team, overseeing a diverse portfolio of high-value personal tax and estate planning clients.
- Driving tax advisory projects, identifying planning opportunities and leading the delivery of bespoke solutions for clients across income tax, capital gains tax, inheritance tax, trusts, and succession planning.
- Developing and expanding the Private Client offering, contributing to practice-wide strategy and growth initiatives.
- Acting as a senior point of contact for key clients, building long-term trusted advisory relationships and ensuring exceptional service delivery.
- Overseeing complex advisory assignments, including estate planning, lifetime wealth structuring, residence and domicile matters, and cross-border tax considerations.
- Mentoring and developing senior managers and trainees, supporting team capability building and fostering a culture of excellence.
- Financial oversight of the portfolio, including budgeting, forecasting, pricing, and profitability management.
- Contributing to business development, including networking, proposal preparation, and representing the practice in the market.
Skills, Knowledge and Expertise
- ACA, CTA, or equivalent professional qualification.
- Significant experience in Private Client Tax at Senior Manager, Director, or equivalent senior advisory level.
- Deep expertise in personal tax, estate planning, trusts, and high-net-worth advisory work.
- Proven track record of building and managing strong client relationships at a senior level.
- Demonstrable experience identifying and delivering tax planning opportunities.
- Strong leadership capabilities with the ability to mentor, influence, and inspire teams.
- Excellent commercial awareness with experience contributing to firmwide growth or service line development.
- A proactive, strategic mindset with the ability to deliver practical, solutions-focused advice.
- Strong organisational skills and confidence managing complex, multi-faceted assignments.
Benefits
- Competitive salary and benefits package, including access to our employee benefits hub, with resources on health and financial well-being as well as lifestyle savings.
- Working in an environment that fosters learning and development.
- Internal mentor and buddy system to support you through your career journey.
- Personal development programs to facilitate career growth, alongside practical, on-the-job training.
Why Choose a Tax career with us?
At Sumer NI, we are proud to deliver hands-on, proactive, and meaningful tax advice that helps clients shape their futures. As a Private Client Tax Senior Manager/Associate Partner, you will play a central role in delivering complex, high-value work and shaping the strategic direction of our Private Client Tax offering. You will have the scope to influence firmwide growth while working closely with an experienced and collaborative leadership team.
Private Client Tax Senior Manager/Associate Partner TLNT1_NI in Belfast employer: IrishJobs
At Sumer NI, we pride ourselves on being an exceptional employer that champions professional growth and a collaborative work culture. As a Private Client Tax Senior Manager/Associate Partner, you will benefit from a competitive salary, comprehensive employee benefits, and a strong focus on personal development through mentoring and tailored training programmes. Join us in a dynamic environment where your expertise will directly influence our strategic direction and the success of our high-value clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager/Associate Partner TLNT1_NI in Belfast
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on tax advisory topics. This not only highlights your knowledge but also positions you as a thought leader in the Private Client Tax space.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company, understand their values, and be ready to discuss how your experience aligns with their goals. Confidence is key, so practice your pitch!
✨Tip Number 4
Don’t forget to 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 Senior Manager/Associate Partner TLNT1_NI in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Tax role. Highlight your leadership capabilities and any relevant tax advisory projects you've led, 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 your experience can drive strategic growth in our practice. Be genuine and let your personality come through!
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your expertise in personal tax and estate planning. Numbers and results speak volumes, so don’t shy away from sharing your successes!
Apply Through Our Website:We encourage you to apply directly through our careers page. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just click the Apply button!
How to prepare for a job interview at IrishJobs
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, estate planning, and trusts. Be ready to discuss specific cases or scenarios where you've successfully identified tax planning opportunities. This will show that you're not just knowledgeable but also practical in applying your expertise.
✨Showcase Your Leadership Skills
Since this role involves strategic leadership, prepare examples of how you've led teams or projects in the past. Think about times when you've mentored others or driven growth initiatives. Highlighting these experiences will demonstrate your capability to inspire and influence a high-performing team.
✨Build Client Relationships
Be prepared to talk about how you've built and maintained strong client relationships. Share specific examples of how you've acted as a trusted advisor and delivered exceptional service. This is crucial for the role, so showing your interpersonal skills will set you apart.
✨Think Strategically
This position requires a proactive, strategic mindset. Come to the interview with ideas on how to develop and expand the Private Client offering. Discuss any insights you have on market trends or potential growth areas, as this will showcase your commercial awareness and forward-thinking approach.
