At a Glance
- Tasks: Lead and grow a portfolio of private clients, delivering expert tax advice.
- Company: A bold, innovative firm redefining private client advisory.
- Benefits: Hybrid working, competitive salary, and the chance to shape your own practice area.
- Why this job: Join a dynamic team and make a real impact in a growing market.
- Qualifications: CTA/ACA qualified with experience in private client tax advisory.
- Other info: Exciting opportunity to mentor a talented team and contribute to national strategy.
The predicted salary is between 43200 - 72000 £ per year.
Private Client Tax Partner
Location: Reading (Hybrid working available)
Level: Partner
Client Base: Owner-Managed Businesses, Entrepreneurs, Trusts, HNWIs
I\’m working closely with a fast-growing, forward-thinking firm that\’s redefining what private client advisory looks like. They\’re now seeking a Private Client Tax Partner to spearhead growth in London, focusing on the entrepreneur-led mid-market, trusts, and capital taxes.
This is a stand-out opportunity for someone well-networked in the capital-someone who understands how to win work, build meaningful relationships, and lead from the front.
The Role:
- Lead and grow a high-quality portfolio of private clients-ranging from business owners and HNWIs to family offices and trustees
- Deliver expert advice on CGT, IHT, trusts, succession planning, and wider wealth structuring
- Drive new business through your network and personal brand across London and the South East
- Develop and mentor a growing team of talented private client tax advisors
- Contribute to national strategy and help shape the future of the private client offering
The Ideal Candidate:
- CTA/ACA qualified (or equivalent), with deep experience in private client tax advisory
- Proven ability to develop and retain high-value client relationships
- A strong profile in the Reading market‑particularly among owner‑managed businesses, family‑run companies, and entrepreneurs
- Expertise in CGT, IHT, trusts, and family wealth planning
- Commercial, collaborative, and excited to be part of something growing and genuinely different
Why This Role?
This firm is bold, agile, and culturally refreshing‑eschewing tradition in favour of energy, innovation, and people‑first thinking. If you\’re ready to lead a growing Reading presence, shape your own practice area, and work with clients who truly value partnership-this could be the perfect next step.
To discuss this opportunity further, please contact Christina Jezard on 023 9222 8240 or submit your CV in confidence to arrange a confidential conversation.
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Private Client Tax Partner - Reading employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Partner - Reading
✨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. Remember, it’s all about building those relationships that can lead to opportunities.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in private client tax advisory. Whether it’s writing articles or sharing insights on social media, let your voice be heard. This will help you establish yourself as a thought leader and attract attention from firms looking for someone just like you.
✨Tip Number 3
Be proactive in your job search! Instead of waiting for roles to be advertised, reach out directly to firms you admire. Express your interest and share how you can add value to their team. We love seeing candidates take the initiative!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who want to make a difference in the private client space. Let’s get you that dream role!
We think you need these skills to ace Private Client Tax Partner - Reading
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Partner role. Highlight your expertise in CGT, IHT, and wealth structuring to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for private client advisory and how your network can drive new business. We love seeing genuine enthusiasm for the role.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've built relationships and grown portfolios. We want to see the impact you've made in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of CGT, IHT, trusts, and succession planning. The firm is looking for someone with deep expertise in private client tax advisory, so be ready to discuss your experience and how it relates to their needs.
✨Network Like a Pro
Since this role involves driving new business through your network, think about your connections in the Reading market. Prepare examples of how you've successfully built relationships with owner-managed businesses and entrepreneurs, and be ready to share your strategies for winning work.
✨Show Your Leadership Skills
As a Private Client Tax Partner, you'll need to lead and mentor a team. Be prepared to discuss your leadership style and provide examples of how you've developed talent in previous roles. Highlight any experiences where you've contributed to strategy or shaped a practice area.
✨Embrace the Firm's Culture
This firm values energy, innovation, and a people-first approach. Make sure you convey your excitement about being part of something bold and different. Share your thoughts on how you can contribute to their cultural refresh and help shape the future of their private client offering.