At a Glance
- Tasks: Lead personal tax advice for high-net-worth clients and develop a high-performing team.
- Company: Dynamic firm with a focus on private client tax expertise.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for mentoring and career growth in a supportive culture.
- Why this job: Shape the future of private client tax while making a real impact.
- Qualifications: Chartered Tax Adviser with experience in private client tax and strong communication skills.
The predicted salary is between 80000 - 100000 £ per year.
The Role
As a Partner, you will help shape the direction of the Private Client Tax offering, assist with developing the team and deliver high end personal tax advice.
Client Advisory
- Act as trusted lead adviser to a varied portfolio of HNW private clients
- Provide considered, commercially aware advice across a broad range of private client tax matters
- Oversee personal tax compliance with a strong focus on quality and attention to detail
- Manage risk in line with professional, ethical, and regulatory standards
- Take ownership of client relationships, including fee discussions, expectation management, and delivery of work
- Assemble and lead small, high‑performing teams tailored to client needs
Business Development & Relationships
- Develop new client relationships through referrals, introductions, and long‑term networks
- Nurture and expand an established client base through thoughtful cross‑service collaboration
- Play an active role in promoting the firm’s private client expertise in a measured and authentic way
- Contribute to client events, publications, and other profile‑raising initiatives
Practice & Team Development
- Contribute ideas regarding the ongoing development of the private client practice
- Support team resourcing, workflow, and quality standards
- Provide mentoring, technical guidance, and support to colleagues
- Encourage a culture of learning, collaboration, and professional growth
- Support recruitment and the long‑term development of the team
Technical Contribution
- Maintain an up‑to‑date and practical knowledge of UK personal tax legislation and HMRC practice
- Advise on complex and nuanced tax matters with clarity and confidence
- Prepare technical content for internal and external audiences
- Represent the firm in relevant professional and industry discussions
Experience & Attributes
- Chartered Tax Adviser with significant private client tax experience
- Strong technical grounding across UK income tax, IHT and CGT issues including succession planning, the use of trusts and international (residence/domicile) advice
- Experience delivering bespoke advice to high‑net‑worth individuals and families
- Comfortable contributing to articles, presentations, and client‑facing materials
- A practical understanding of tax technology and its role in client delivery
- Advanced MS Word and PowerPoint skills
- Proven experience leading, mentoring, and developing people
- Excellent written and verbal communication skills, with a calm and confident advisory style
- Collegiate, personable, and relationship‑focused
- Organised, accountable, and able to manage priorities effectively
- Commercially minded, with a discreet and entrepreneurial approach
Personal Tax Partner - London employer: Taxation
As a Personal Tax Partner in London, you will join a dynamic and supportive work environment that prioritises professional growth and collaboration. The firm offers exceptional benefits, including opportunities for mentorship and leadership development, while fostering a culture of innovation and excellence in client service. With a focus on high-net-worth clients, you will be part of a prestigious team that values quality, integrity, and the continuous advancement of personal tax expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Partner - London
✨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 Taxation, 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 Personal Tax Partner - London
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 Taxation'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 Taxation. 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 Taxation!
How to prepare for a job interview at Taxation
✨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 Taxation.
✨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 Taxation. It helps to show our commitment!
