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 meaningful tax advice.
- Benefits: Enjoy competitive salary, health resources, and personal development opportunities.
- Other info: Dynamic environment with strong career progression and collaborative leadership.
- Why this job: Shape the future of tax advisory while mentoring the next generation of talent.
- Qualifications: Must have ACA, CTA, or equivalent with significant private client tax experience.
The predicted salary is between 60000 - 80000 £ per year.
We are seeking a forward-thinking Private Client Tax 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 Associate Partner employer: Sumer Group Holdings Limited
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 Associate Partner in Belfast, 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 to make a meaningful impact while working alongside a dedicated team committed to delivering bespoke tax solutions for our high-value clients.
Contact Details:
Sumer Group Holdings Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Associate Partner
✨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 Sumer Group Holdings Limited, 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 Private Client Tax Associate Partner
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 Sumer Group Holdings Limited'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 Sumer Group Holdings Limited. 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 Sumer Group Holdings Limited!
How to prepare for a job interview at Sumer Group Holdings Limited
✨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 Sumer Group Holdings Limited.
✨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 Sumer Group Holdings Limited. It helps to show our commitment!
