At a Glance
- Tasks: Lead our Private Client Tax services and mentor a dynamic team.
- Company: Join M+A Partners, a forward-thinking firm of Chartered Accountants and Tax Specialists.
- Benefits: Competitive salary, comprehensive benefits, and a clear path to Partnership.
- Other info: Flexible working options and excellent career growth opportunities await you.
- Why this job: Shape the future of private client offerings while making a real impact.
- Qualifications: CTA and/or ACA/ACCA qualified with substantial post-qualification experience.
The predicted salary is between 60000 - 80000 € per year.
M+A Partners is a forward-looking firm of Chartered Accountants, Tax Specialists, and Business Advisers. Our vision is to be the firm of choice by enabling our team to fulfil their potential and deliver exceptional client service.
In this pivotal Senior Manager/Director role within our Tax department, you will play a key role in leading our Private Client Tax services for a diverse range of clients across Norfolk and Suffolk. You will drive strategic direction, manage a complex client portfolio, mentor team members, and actively contribute to business growth. This position offers a clear path to Partnership, presenting a significant opportunity to shape our private client offering. You will gain exceptional access to Partners and a wide range of opportunities to grow your career while working with a diverse portfolio of clients.
Responsibilities:
- Technical: Deliver advanced tax advisory and planning services, including statutory residence tests, residency issues, CGT, IHT, trusts, and estate/succession planning. Take full ownership of a complex portfolio of HNWIs, UHNWIs, and private clients, ensuring exceptional service and proactive advice. Act as one of the firm’s leading authorities for tax planning tailored to medical professionals, including NHS pension complexities and income structures. Review and sign off high-risk tax returns and related documents, ensuring compliance with current legislation and professional standards. Maintain expert knowledge of emerging tax legislation and technical developments, proactively managing engagement risks.
- General: Develop and mentor the private client tax team, including managers, trainees, and assistants, fostering professional growth and consistency with firm values. Oversee work planning across the team and ensure deadlines are met. Contribute to firm-wide initiatives and act as an ambassador for M+A Partners internally and externally. Take ownership of risk management policies and ensure compliance across all engagements. Manage portfolio financial performance, including fee quoting, WIP management, invoicing, and achieving revenue targets.
- Business Development: Actively seek opportunities to grow the private client tax offering and expand market presence. Represent the firm at seminars, networking events, and industry forums, building strong referral networks. Prepare proposals for new work and collaborate with Partners on strategic growth initiatives. Maintain a deep understanding of clients’ affairs to identify planning opportunities and cross-sell other services.
The Candidate: We seek a commercially astute, technically exceptional leader with ambition for Partnership.
Qualifications: CTA and/or ACA/ACCA qualified (minimum); STEP highly desirable.
Experience: Substantial post-qualification experience in a reputable practice environment. Expertise in complex tax advisory work for HNWIs. Proven leadership in managing and inspiring high-performing teams. Experience of overseeing and reviewing the work of team members. Strong business development skills, acumen and commercial awareness. Proven ability to quickly adapt to shifting deadlines and priorities. Capable of collaborating effectively and adapting within a team environment. Proven ability to respond appropriately to risks.
Skills: Exceptional communication and presentation skills. Advanced Excel, Word and familiarity with tax/accounting software. Competitive salary and comprehensive benefits package. Genuine opportunity for accelerated progression to Partner level. A split between home and office working is an option.
Private Client Senior Manager/Director in Norwich employer: M A PARTNERS LLP
M+A Partners is an exceptional employer that prioritises the growth and development of its team members, offering a clear pathway to Partnership for ambitious professionals. With a supportive work culture that values mentorship and collaboration, employees benefit from a diverse client portfolio and the opportunity to engage in meaningful tax advisory work across Norfolk and Suffolk. The firm provides a competitive salary, comprehensive benefits, and flexible working arrangements, making it an attractive place for those seeking a rewarding career in private client tax services.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager/Director in Norwich
✨Network Like a Pro
Get out there and connect with people in the industry! Attend seminars, networking events, and industry forums to build relationships. Remember, it’s not just about who you know, but who knows you!
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, don’t hold back on showcasing your knowledge. Discuss recent tax legislation or share insights on complex tax advisory work. This will position you as a go-to expert in your field.
✨Be Proactive in Business Development
Always be on the lookout for opportunities to grow your network and client base. Whether it’s through referrals or new proposals, showing initiative can set you apart from the competition. Don’t wait for opportunities to come to you; go out and find them!
✨Apply Through Our Website
If you’re keen on joining M+A Partners, make sure to apply through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Private Client Senior Manager/Director in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Senior Manager/Director role. Highlight your expertise in tax advisory work and leadership experience, as these are key for us at M+A Partners.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Mention specific examples of how you've driven business growth or mentored teams in the past.
Showcase Your Technical Knowledge:We want to see your understanding of complex tax issues, so don’t hold back! Include any relevant qualifications like CTA or ACA/ACCA, and discuss your experience with HNWIs and UHNWIs in your application.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this exciting opportunity!
How to prepare for a job interview at M A PARTNERS LLP
✨Know Your Tax Stuff
Make sure you brush up on advanced tax advisory topics, especially those relevant to HNWIs and UHNWIs. Be prepared to discuss statutory residence tests, CGT, IHT, and trusts in detail. This will show that you're not just familiar with the basics but can handle complex scenarios.
✨Showcase Your Leadership Skills
Since this role involves mentoring and managing a team, be ready to share examples of how you've successfully led teams in the past. Highlight your experience in inspiring high-performing teams and how you've contributed to their professional growth.
✨Demonstrate Business Development Acumen
Think about ways you've previously identified opportunities for business growth or expanded market presence. Be prepared to discuss your strategies for building referral networks and how you can contribute to M+A Partners' growth initiatives.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm's vision, culture, and future plans. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
