At a Glance
- Tasks: Lead a team to provide top-notch tax advice to high-net-worth clients.
- Company: Rapidly growing professional services firm in the heart of London.
- Benefits: Competitive salary, leadership opportunities, and a supportive team environment.
- Other info: Opportunity for professional growth and development in a collaborative setting.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Strong private client tax advisory skills and leadership experience required.
The predicted salary is between 100000 - 150000 € per year.
An independent and rapidly growing professional services firm based in the City of London is seeking a Private Client Tax Partner. The firm is partner-led and focused on people, their team, and clients. They combine market-leading sector expertise and excellent service capability to provide exceptional service in their chosen markets.
The Private Client team consists of around 35 team members and 4 partners, each with their own specialism. The core of the work focuses on providing clear and practical advice to high-net-worth individuals and their families in the UK and abroad. This includes assessing opportunities available to clients by helping to structure their affairs to minimise tax liability and preserve property for future generations. Due to the complexity of some of the work, this role is heavily integrated and will involve working closely with specialist teams around the firm.
The firm is seeking a new Partner in their specialist Private Client team with strong private client tax advisory skills and a background in successfully developing new business. This role offers a unique opportunity for a driven Private Client Specialist to help develop a highly respected, fast-growing, and talented team.
As a Partner in the team, you will be responsible for:
- Leading a portfolio of high-net-worth clients.
- Proactively marketing and developing the firm’s Private Client function and expertise, both internally and externally.
- Providing input into the firm’s marketing publications and events as required.
- Recognising and acting upon opportunities for cross-selling services and adding value.
- Identifying opportunities for selling consultancy services to existing clients.
- Maintaining existing contacts and developing new networks, creating opportunities for new business.
- Providing sound technical advice on a broad range of private client matters.
- Providing training, guidance, and support to your team members.
- Providing leadership and mentorship to the team, as well as supporting personal development and professional growth within the team.
- Supporting in the recruitment and training of the team.
- Working with the firm’s Partner and Director Group to develop service offerings.
- Budgeting and planning all work for clients in your portfolio, including overall responsibility for timely delivery and billing.
- Oversight of the established team, including review of existing resources and their utilisation, and developing a structure alongside other partners within the team.
Skills and experience:
- Full knowledge of UK tax matters relating to private clients and professional practices.
- Strong leadership experience, involving line management of senior team members.
- Significant and well-rounded experience working within Private Client tax, overseeing advisory projects and controlling budgets.
- Advanced networking capabilities with negotiating and influencing skills.
- Private client specialist with experience advising HNW and UHNW individuals.
- Demonstrable experience in developing team members both professionally and technically.
- Ability to recognise opportunities for new business, both internally and externally.
- Ability to train other team members in tax and management issues.
- Able to act as a role model for the team.
- Committed to developing the team’s client base, as well as the team’s experience and structure.
Private Client Tax Partner - Morgan McKinley in London employer: Morgan McKinley
Morgan McKinley is an exceptional employer located in the heart of the City of London, offering a dynamic work environment that prioritises professional growth and collaboration. As a partner-led firm, we foster a culture of mentorship and support, empowering our team members to excel in their careers while providing top-tier service to high-net-worth clients. With a commitment to employee development and a focus on innovative tax solutions, we provide a unique opportunity for professionals to thrive in a rapidly growing sector.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Partner - Morgan McKinley in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in private client tax. Whether it’s writing articles or sharing insights on social media, let people see what you can bring to the table. This will help you stand out from the crowd.
✨Tip Number 3
Practice your pitch! When you get the chance to meet someone, have a clear and concise way to explain who you are and what you do. Tailor your pitch to show how you can add value to their business or network.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals like you. Make sure your application reflects your unique skills and experiences, and let us know how you can contribute to our growing team.
We think you need these skills to ace Private Client Tax Partner - Morgan McKinley in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Partner role. Highlight your experience with high-net-worth clients and any leadership roles you've held. We want to see how your skills align with what we're looking for!
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 genuine and let your personality come through.
Showcase Your Networking Skills:Since networking is key in this role, make sure to mention any relevant connections or networks you've built. We love seeing candidates who can bring in new business and enhance our client base!
Apply Through Our Website:Don't forget to apply 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 you’re keen on joining our team!
How to prepare for a job interview at Morgan McKinley
✨Know Your Tax Stuff
Make sure you brush up on UK tax matters, especially those relating to private clients. Be ready to discuss specific cases or scenarios where you've successfully minimised tax liabilities for high-net-worth individuals. This shows your expertise and ability to provide practical advice.
✨Showcase Your Leadership Skills
As a potential Partner, you'll need to demonstrate strong leadership experience. Prepare examples of how you've managed teams, developed talent, and driven professional growth. Highlight any mentoring experiences that showcase your ability to guide others in the field.
✨Network Like a Pro
Networking is key in this role, so come prepared with examples of how you've built and maintained client relationships. Discuss your strategies for identifying new business opportunities and how you've successfully marketed services in the past.
✨Be Ready to Collaborate
This role involves working closely with various specialist teams. Prepare to discuss how you've collaborated with others in previous roles, particularly in complex projects. Emphasise your ability to integrate different perspectives and skills to achieve exceptional results for clients.
