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Private client tax partner

Cheltenham
Jam Recruitment
Posted: 9h ago
Offer description

Job Title: Private Client Tax Partner
Job Type: Permanent
Location: London
Salary: Negotiable + Bonus + Benefits
The Role
This role offers an exceptional opportunity for an experienced private client tax adviser to deliver outstanding client service and play a key role in the growth of the firm's private client tax practice. As Partner, you will help shape and execute strategies to strengthen the firm's reputation and profitability.
Role Responsibilities
Act as lead adviser across a diverse client portfolio
Provide practical, commercial tax advice on a wide range of private client matters
Oversee personal tax compliance and manage related risks in line with regulatory and firm standards
Own all aspects of client relationships, including fees, expectations, delivery, and billing
Build and lead teams to deliver high-quality client outcomes
Identify and pursue new business opportunities to drive growth
Develop and maintain referral networks and market presence
Maximise cross-selling and value-added opportunities within the client base
Promote the firm's private client offering through marketing initiatives, publications, and events
Contribute to team operations, strategy, and service propositions
Oversee staff allocation, productivity, and performance
Mentor, train, and support team development and recruitment
Foster continuous professional growth within the team
Maintain expert knowledge of UK personal tax law and HMRC guidance
Identify and resolve complex tax matters
Produce high-quality technical materials for internal and external audiences
Represent the firm in technical discussions, panels, and industry forums
The Person
Chartered Tax Adviser with extensive experience in private client tax, ideally within professional services
In-depth understanding of UK private client tax law and bespoke advisory work
Recognised professional profile supported by published articles or presentations
Proficiency in tax technology, MS Word, and PowerPoint
Strong leadership, communication, and relationship-building skills
Proven ability to manage workload, deliver to deadlines, and take initiative
Creative, strategic, and entrepreneurial mindset
To Apply
To apply for the position, please send your CV to Andy Shaw via the 'apply now' button.

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