Our clients are a large and well established advisory firm in London with an experienced tax team delivering the full spectrum of client tax needs, who are now seeking a Private Client Tax Partner.
Together with well-developed private client tax advisory skills, the successful candidate must also possess a strong strategic focus and a well-developed network.
The role
Together with developing and delivering personal tax strategies within the firm, the new Private Client Tax Partner will also have the opportunity to work closely with a portfolio of high-net-worth clients to deliver tailored tax advice and minimise their tax liability.
Whilst leading a portfolio of high-net-worth clients the Private Client Tax Partner will also be expected to take part in networking activities and identify opportunities to develop new business.
They will also work collaboratively with the Senior Management Team to ensure that the Private Client tax offering is integrated across all service lines within the firm.
The person.
The Private Client Tax Partner will hold professional qualification, preferably a Chartered Tax Advisor (CTA), with significant experience and knowledge of UK private client tax law and practice.
The ability to produce high-level tailored tax advice, together with a commercial mindset, a passion for business development, and the ability to spot and convert fee-generating opportunities, are highly desirable skills for this role.
You should also possess strong leadership and communication skills, evidenced by an ability to engage with stakeholders at all levels - including the Senior Management Team, and a collaborative approach to deliver tasks and work against an agreed timescale.