At a Glance
- Tasks: Lead a Private Client team, managing high-net-worth portfolios and providing advanced tax advice.
- Company: Established independent accountancy firm with a strong regional reputation.
- Benefits: Competitive salary, bonus, and benefits package with opportunities for professional growth.
- Other info: Opportunity to influence strategic growth and mentor junior team members.
- Why this job: Join a collaborative team and shape the future of Private Client services in East Anglia.
- Qualifications: ACA, ACCA or CTA qualified with extensive experience in Private Client Tax.
The predicted salary is between 120000 - 170000 £ per year.
An established and highly regarded independent accountancy firm in East Anglia is seeking to appoint a Private Client Tax Partner as part of its continued growth and long‑term succession planning. This opportunity has arisen following senior leadership changes and presents the chance to join a well‑established and collaborative Private Client team with a strong regional reputation. The firm is looking to strengthen its senior leadership group, support future succession, and further expand its Private Client offering across Norfolk and the wider East Anglia region. This is a strategic hire with significant scope to influence the direction and growth of the service line.
Responsibilities
- Take a lead role within the Private Client team, managing and developing a portfolio of high‑net‑worth individuals, families, and trusts.
- Provide advanced technical advice across personal tax planning, including succession planning, estate structuring, and complex advisory matters.
- Build and grow your own client base through proactive business development, networking within the local market, and cultivating long‑term relationships.
- Work collaboratively with fellow Partners to enhance the firm’s Private Client capabilities and contribute to broader strategic initiatives.
- Support and mentor junior team members, driving development and maintaining high standards of technical excellence and client service.
- Play a key role in shaping and evolving the Private Client offering, identifying opportunities for growth across the regional market.
Qualifications and Experience
- ACA, ACCA or CTA qualified with extensive experience in Private Client Tax within a UK professional services environment.
- Currently operating at Director or Partner level, with a strong track record in personal tax advisory.
- Strong technical expertise across private client matters, including complex tax planning, trusts, and estate advisory.
- Commercially minded, with proven ability to generate business and develop long‑term client relationships.
- Demonstrated leadership capability, with experience working within or alongside a Partner group.
- Motivated by the opportunity to join an independent firm with a clear growth strategy and long‑term vision in the region.
If you are interested in hearing more about this opportunity, please get in touch with Graham Hargreaves via graham@prosero-search.co.uk for further information.
Private Client Tax Partner - Norfolk in Norwich employer: Pro-Tax
Join a prestigious independent accountancy firm in Norwich, where you will be part of a collaborative and supportive culture that values professional growth and development. With a strong focus on succession planning and strategic expansion, this role offers the unique opportunity to influence the direction of the Private Client team while enjoying competitive remuneration and a comprehensive benefits package. Embrace the chance to mentor junior staff and build lasting relationships with high-net-worth clients in a thriving regional market.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Partner - Norfolk in Norwich
✨Network Like a Pro
Get out there and start networking! Attend local events, join professional groups, and connect with people in the industry. Building relationships can lead to opportunities that aren’t even advertised.
✨Showcase Your Expertise
Don’t just tell them you’re great at what you do; show it! Share your insights on social media or write articles related to private client tax. This positions you as a thought leader and can attract potential employers.
✨Leverage LinkedIn
Make sure your LinkedIn profile is up-to-date and reflects your skills and experience. Connect with recruiters and hiring managers in your field, and don’t hesitate to reach out for informational chats.
✨Apply Directly Through Us
When you find a role that excites you, apply directly through our website! It shows your enthusiasm and gives us a chance to see your application first-hand. Plus, we love hearing from passionate candidates!
We think you need these skills to ace Private Client Tax Partner - Norfolk in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Partner role. Highlight your experience in personal tax advisory and any leadership roles you've held. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your achievements in business development and client relationship management that demonstrate your potential impact.
Showcase Your Technical Expertise:We’re keen on your technical skills, so don’t hold back! Detail your experience with complex tax planning, trusts, and estate advisory. This will help us understand your depth of knowledge and how you can contribute to our Private Client team.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're serious about joining our team!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around personal tax planning and complex advisory matters. The firm is looking for someone with strong expertise, so be ready to discuss your experience in detail.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior team members and working alongside other Partners, be prepared to share examples of how you've led teams or projects in the past. Highlight your ability to drive development and maintain high standards.
✨Business Development Mindset
This position requires a proactive approach to building a client base. Think about how you've successfully generated business in the past and be ready to discuss your strategies for networking and cultivating long-term relationships.
✨Align with Their Vision
The firm has a clear growth strategy and long-term vision. Research their recent developments and be prepared to discuss how your goals align with theirs. Show them that you're motivated by the opportunity to contribute to their success.
