Private Client Tax Partner

Private Client Tax Partner

Ashford Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
T

At a Glance

  • Tasks: Lead a team in delivering personal tax and advisory services to diverse clients.
  • Company: Join a prestigious chartered accountancy firm with a strong reputation and positive culture.
  • Benefits: Enjoy competitive salary, 30 days leave, hybrid working, and private medical cover.
  • Why this job: This role offers autonomy, career progression, and the chance to influence a growing team.
  • Qualifications: Must hold ATT, CTA, ACA, ACCA, or STEP qualifications with senior-level experience.
  • Other info: Flexible benefits and a supportive environment prioritising employee well-being.

The predicted salary is between 43200 - 72000 £ per year.

Social network you want to login/join with:

TPF Recruitment is exclusively seeking a Private Client Tax Partner, or Director to join a prestigious, top-tier chartered accountancy firm based in Ashford. This presents an excellent career opportunity for individuals seeking an autonomous and exciting role. You can be based from several offices across Kent.

Our client, a well-established and highly regarded chartered accountancy firm with offices nationwide and an international presence, is known for its outstanding reputation, positive culture, and substantial growth over the past 5 years. The firm prioritises employee well-being and provides a supportive and flexible working environment.

As a Private Client Tax Partner, or Director joining this esteemed firm, you will have a clear path for career progression. Your role will involve delivering personal tax and advisory services to a diverse client base, including directors of owner-managed businesses, property clients, wealthy individuals, and various private clients. Supported by a skilled and experienced medium-sized tax team, you will take on a client-facing position, overseeing the provision of advisory services covering a wide spectrum of personal tax issues, including IHT, CGT, trusts, estates, and more.

In this leadership role, you will influence and lead your team, driving the development of private client tax services within the top-tier firm. Your responsibilities will extend to developing client relationships, attracting new business, enhancing the private client offering, and playing a pivotal role in the growth and development of the Kent office\’s private client services.

Requirements

  • Hold qualifications in ATT and CTA, ACA, ACCA, or STEP.
  • Demonstrated prior experience at a senior level in Private Client Tax.
  • Proven track record in client management, showcasing the ability to establish and maintain high-level client relationships, a critical aspect of this role.
  • Evidence of successful tax experience, consistently delivering high-quality work on intricate UK private client matters while adhering to budget constraints.
  • Previous tax experience in a practice setting would be advantageous, preferably within a top 100 or large independent firm.
  • Highly Competitive salary, depending on experience
  • 30 days annual leave, plus bank holidays
  • Birthday day off
  • Hybrid & flexible working
  • Private medical cover
  • Parking
  • Employee and client referral scheme
  • Additional flexible benefits
  • Please apply or contact Tristan Finch to discuss further

Job Description
TPF Recruitment is exclusively seeking a Private Client Tax Partner, or Director to join a prestigious, top-tier chartered accountancy firm based in Ashford. This presents an excellent career opportunity for individuals seeking an autonomous and exciting role. You can be based from several offices across Kent. Our client, a well-established and highly regarded chartered accountancy firm with offices nationwide and an international presence, is known for its outstanding reputation, positive culture, and substantial growth over the past 5 years. The firm prioritises employee well-being and provides a supportive and flexible working environment.

As a Private Client Tax Partner, or Director joining this esteemed firm, you will have a clear path for career progression. Your role will involve delivering personal tax and advisory services to a diverse client base, including directors of owner-managed businesses, property clients, wealthy individuals, and various private clients. Supported by a skilled and experienced medium-sized tax team, you will take on a client-facing position, overseeing the provision of advisory services covering a wide spectrum of personal tax issues, including IHT, CGT, trusts, estates, and more.

In this leadership role, you will influence and lead your team, driving the development of private client tax services within the top-tier firm. Your responsibilities will extend to developing client relationships, attracting new business, enhancing the private client offering, and playing a pivotal role in the growth and development of the Kent office\’s private client services.

Requirements

  • Hold qualifications in ATT and CTA, ACA, ACCA, or STEP.
  • Demonstrated prior experience at a senior level in Private Client Tax.
  • Proven track record in client management, showcasing the ability to establish and maintain high-level client relationships, a critical aspect of this role.
  • Evidence of successful tax experience, consistently delivering high-quality work on intricate UK private client matters while adhering to budget constraints.
  • Previous tax experience in a practice setting would be advantageous, preferably within a top 100 or large independent firm.

Benefits

  • Highly Competitive salary, depending on experience
  • 30 days annual leave, plus bank holidays
  • Birthday day off
  • Hybrid & flexible working
  • Life assurance scheme
  • Private medical cover
  • Pension scheme
  • CPD & Subscriptions paid
  • Parking
  • Employee and client referral scheme
  • Additional flexible benefits
  • Please apply or contact Tristan Finch to discuss further
  • 01227 533 007
  • [emailprotected]

Requirements
You will be ACA/ACCA or qualified by experience with at least 3 years experience within practice. You will have worked as Semi Senior or Senior accountant within practice Experience of Iris and cloud software such as Xero/ Quickbooks would be advantageous #J-18808-Ljbffr

Private Client Tax Partner employer: TPF Recruitment

Join a prestigious chartered accountancy firm in Ashford, where you will thrive in a supportive and flexible work environment that prioritises employee well-being. With a strong focus on career progression and a positive culture, this medium-sized firm offers competitive salaries, generous annual leave, and opportunities for professional development, making it an excellent employer for those seeking meaningful and rewarding employment in the private client tax sector.
T

Contact Detail:

TPF Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Partner

✨Tip Number 1

Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues or clients. Building relationships can give you insights into the firm’s culture and expectations.

✨Tip Number 2

Research the specific challenges and trends in private client tax services. Being knowledgeable about current issues will help you engage in meaningful conversations during interviews and demonstrate your expertise.

✨Tip Number 3

Prepare to discuss your previous client management experiences in detail. Highlight specific examples where you successfully built and maintained high-level client relationships, as this is crucial for the role.

✨Tip Number 4

Familiarise yourself with the firm’s values and culture. Tailor your discussions to reflect how your personal values align with theirs, showcasing why you would be a great fit for their team.

We think you need these skills to ace Private Client Tax Partner

ATT and CTA qualifications
ACA or ACCA qualifications
STEP qualification
Senior level experience in Private Client Tax
Client management skills
Ability to establish and maintain high-level client relationships
Experience with IHT, CGT, trusts, and estates
Strong advisory skills in personal tax matters
Proven track record of delivering high-quality work
Budget management skills
Experience in a practice setting, preferably within a top 100 or large independent firm
Leadership and team management abilities
Business development skills
Excellent communication skills
Adaptability to hybrid and flexible working environments

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications in ATT, CTA, ACA, ACCA, or STEP. Emphasise your senior-level experience in Private Client Tax and any relevant client management achievements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to deliver high-quality work on intricate UK private client matters.

Highlight Leadership Skills: Since this role involves leading a team, be sure to include examples of your leadership experience. Discuss how you've influenced team development and enhanced service offerings in previous roles.

Showcase Client Relationship Management: Provide concrete examples of how you've established and maintained high-level client relationships. This is crucial for the role, so make it clear how you can attract new business and develop client relationships.

How to prepare for a job interview at TPF Recruitment

✨Showcase Your Expertise

As a Private Client Tax Partner, it's crucial to demonstrate your extensive knowledge in personal tax and advisory services. Be prepared to discuss specific cases where you've successfully managed complex tax issues, such as IHT or CGT, and how you delivered high-quality results within budget constraints.

✨Highlight Client Management Skills

This role requires a proven track record in client management. Share examples of how you've built and maintained strong relationships with clients, particularly wealthy individuals and directors of owner-managed businesses. Emphasise your ability to attract new business and enhance client offerings.

✨Demonstrate Leadership Qualities

In this leadership position, you'll be influencing and guiding your team. Prepare to discuss your leadership style and provide examples of how you've successfully led teams in the past, particularly in developing private client tax services.

✨Research the Firm's Culture

Understanding the firm's positive culture and commitment to employee well-being is essential. Familiarise yourself with their values and be ready to explain how your personal values align with theirs. This will show that you're not just a fit for the role, but also for the firm.

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

T
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>