Personal Tax Partner

Our client is a leading mid-sized London accountancy firm, independently recognised for its expertise in the Private Client Tax field. They are seeking a Partner with extensive personal tax advisory experience and a natural flair for building trusted client relationships to join an established and highly respected Private Client Tax team.

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.

• 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

• 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

• 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

• 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

• 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