At a Glance
- Tasks: Lead and shape the Private Client Tax practice, providing expert advisory services.
- Company: Join Sumer NI, a forward-thinking firm dedicated to client success.
- Benefits: Enjoy autonomy, competitive salary, and a supportive, inclusive culture.
- Other info: Be part of a diverse team that values collaboration and innovation.
- Why this job: Make a real impact on clients' lives while growing your career.
- Qualifications: Extensive experience in Private Client Tax and strong leadership skills.
The predicted salary is between 72000 - 108000 £ per year.
We are seeking an experienced and commercially driven Private Client Tax Partner to play a pivotal role in shaping the future of our Private Client practice. This is a senior leadership position offering genuine influence over strategy, growth, and culture, with responsibility for delivering exceptional advisory services to a high-value and complex client base.
In this influential role, you will provide leadership across the Private Client Tax service line, acting as a trusted advisor to entrepreneurs, high-net-worth individuals, families, and trustees. You will lead complex and technically challenging advisory work spanning income tax, capital gains tax, inheritance tax, trusts, succession planning, and wider wealth structuring, while setting the strategic direction of the practice alongside the wider Partner group. As a Partner, you’ll take ownership of client relationships, portfolio performance, and business development, while playing a central role in firmwide decision‑making. You will be instrumental in growing the Private Client Tax offering, identifying new market opportunities, and building a sustainable, high‑performing team.
Key Responsibilities
- Providing strategic leadership of the Private Client practice, with overall responsibility for a diverse portfolio of high‑value personal tax, estate planning, and wealth advisory clients.
- Acting as the lead advisor on complex and high‑risk matters, including estate planning, lifetime wealth structuring, trusts, residence and domicile, and cross‑border tax issues.
- Setting and delivering the strategic growth plan for the Private Client service line, aligned to firmwide objectives.
- Owning and developing key client relationships, operating as a trusted advisor at the most senior level and ensuring consistently high standards of service delivery.
- Driving business development activity, including networking, market presence, thought leadership, and proposal leadership.
- Leading, mentoring, and developing senior managers and future leaders within the team, fostering a high‑performance and collaborative culture.
- Contributing to firmwide Partner discussions, strategic initiatives, and operational improvements across the wider practice.
Skills, Knowledge & Expertise
- ACA, CTA, or equivalent professional qualification.
- Extensive experience in Private Client Tax at Partner, Director, or equivalent senior leadership level.
- Deep technical expertise across personal tax, trusts, estate planning, and high‑net‑worth advisory work.
- Proven ability to originate, grow, and retain significant client relationships.
- Strong commercial acumen, with experience managing portfolio profitability and contributing to strategic growth.
- Demonstrable leadership capability, with a track record of developing high‑performing teams and future leaders.
- Strategic, entrepreneurial mindset with the confidence to shape direction and influence at firmwide level.
Why Build Your Private Client Career With Us?
At Sumer NI, we pride ourselves on delivering proactive, high‑quality advice that makes a meaningful difference to our clients’ long‑term outcomes. As a Private Client Partner, you will play a defining role in the continued growth and success of our Private Client offering, with the autonomy to shape strategy, build relationships, and leave a lasting legacy within the firm.
Belong @ Sumer
At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know. Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Private Client Tax Partner in Belfast employer: Sumer Northern Ireland
At Sumer NI, we offer an exceptional opportunity for a Private Client Tax Partner to lead and shape our Private Client practice in Belfast. Our commitment to fostering a collaborative and inclusive work culture ensures that every team member can thrive, while our focus on professional development provides ample opportunities for growth and advancement. Join us to make a meaningful impact, build lasting client relationships, and contribute to a high-performing team dedicated to delivering outstanding advisory services.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Partner in Belfast
✨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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Consider writing articles or sharing insights related to Private Client Tax on social media or professional platforms. This not only positions you as a thought leader but also gets your name out there in front of the right people.
✨Tip Number 3
Prepare for interviews by researching the company’s culture and values. Tailor your responses to reflect how your experience aligns with their goals. Remember, they want to see how you can contribute to their success, so be ready to share specific examples!
✨Tip Number 4
Don’t forget to 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. Let’s make this happen together!
We think you need these skills to ace Private Client Tax Partner in Belfast
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in Private Client Tax. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise in areas like estate planning and wealth structuring.
Showcase Leadership Experience:As a Private Client Tax Partner, leadership is key. We’re looking for evidence of your ability to lead teams and develop future leaders. Share specific examples of how you’ve mentored others or driven team success in your previous roles.
Demonstrate Commercial Acumen:We love candidates who understand the business side of things! Highlight your experience in managing client relationships and portfolio profitability. Show us how you’ve contributed to strategic growth in your past positions.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Sumer Northern Ireland
✨Know Your Stuff
Make sure you brush up on your technical knowledge around personal tax, trusts, and estate planning. Be ready to discuss complex scenarios and how you've navigated them in the past. This role is all about being a trusted advisor, so showing your expertise is key!
✨Showcase Your Leadership Skills
As a Private Client Tax Partner, you'll need to demonstrate your leadership capabilities. Prepare examples of how you've developed teams or mentored others in your previous roles. Highlighting your ability to foster a high-performance culture will resonate well with the interviewers.
✨Be Business Savvy
This position requires a strong commercial acumen. Think about how you've contributed to business development in the past. Be ready to discuss strategies you've implemented to grow client relationships and portfolio profitability—this will show you're not just a tax expert but also a strategic thinker.
✨Align with Their Values
Familiarise yourself with the company's values and culture. During the interview, weave in how your personal values align with theirs, especially around teamwork and doing the right thing. This will help you connect on a deeper level and show that you're a great fit for their team.
