Partner Designate - Private Client Tax

Your new companyOne of my top clients is planning for its future and looking to expand their tax team with a strong personal tax Manager or Senior Manager with a view to progressing through to Director or Partner as part of their succession planning. This independent Firm boasts 3 offices, soon to be opening a 4th in the heart of Surrey, an affluent area, boasting a deep and broad portfolio with high-level technical work.

This represents an excellent opportunity to join this modern, well-respected Firm with an excellent culture, and to progress your career to the highest level with the Firm. Your new roleYou will:

• Manage a portfolio of clients
• Provide technical advisory expertise
• Oversee compliance for a designated portfolio
• Tax planning
• Assist with business development and attend networking events
• Assist to continue business growth and expansion of the portfolio
• Work closely with your new team, helping to guide and mentor individuals as needed
• Be a point of escalation within the team for any issues

What you'll need to succeedYou will be a qualified accountant, ACA, ACCA, ATT, CTA with at least 5 years post-qualification experience. You will have managed a portfolio previously and be able to demonstrate your advisory skills during interview. You will have excellent communication skills to enable you to manage a high performing team, to liaise with clients, hold tax planning meetings, be confident in exploring business development opportunities and to network in local communities as needed.

What you'll get in returnThis is a Partner Designate role and will receive a salary dependent on experience and to reflect the stature of the role. Flexible working options are available.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call James Clark on or email now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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