At a Glance
- Tasks: Lead a high-performing team and deliver bespoke tax solutions to high-value clients.
- Company: Join Sumer NI, a forward-thinking firm shaping the future of Private Client Tax.
- Benefits: Competitive salary, employee benefits hub, and personal development programs.
- Other info: Collaborative environment with mentorship and growth opportunities.
- Why this job: Make a real impact in a senior leadership role with significant career progression.
- Qualifications: ACA, CTA, or equivalent qualification with extensive Private Client Tax experience.
The predicted salary is between 70000 - 90000 £ 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 TLNT1_NI in Belfast employer: Sumer Northern Ireland
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, you will not only lead a high-performing team but also benefit from a competitive salary, comprehensive employee benefits, and tailored personal development programmes designed to enhance your career trajectory. Join us in delivering impactful tax solutions while enjoying a supportive environment that values mentorship and strategic innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax 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 Private Client Tax Associate Partner role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience in personal tax, estate planning, and client relationships during interviews. Be ready to share specific examples of how you've driven strategic growth and delivered bespoke solutions.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your leadership capabilities and how you can mentor the next generation of talent.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to the future of our Private Client Tax practice.
We think you need these skills to ace Private Client Tax 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 Associate Partner role. Highlight your leadership experience and any relevant tax advisory projects you've led.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about private client tax and how you can contribute to our team. Be specific about your achievements and how they relate to the responsibilities outlined in the job description.
Showcase Your Expertise:In your application, emphasise your deep expertise in personal tax, estate planning, and high-net-worth advisory work. We want to see how you've successfully built and managed client relationships at a senior level.
Apply Through Our Website:Don't forget to apply through our careers page! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Sumer Northern Ireland
✨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 mentored others or contributed to team growth. Highlighting these experiences will demonstrate your capability to inspire and influence others.
✨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 will illustrate your ability to connect with high-value clients and understand their unique needs.
✨Think Strategically
This role requires a proactive, strategic mindset. Come to the interview with ideas on how to develop and expand the Private Client offering. Discuss potential growth initiatives or market trends you've noticed. This shows that you're not just looking to fill a position but are genuinely interested in contributing to the firm's future.
