Partner Designate - Private Client Tax
Employer Location England, Guildford, Surrey / Surrey, Weybridge, England / Surrey, England Salary - per annum + Up to £100,000 Closing date 20 Feb 2026 View more categoriesView less categories Sector Salary band, ,,, Contract type Hours Where will they be working You need to or to save a job.
Job Details
Your new company
One 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 role
You will:
1. Manage a portfolio of clients
2. Provide technical advisory expertise
3. Oversee compliance for a designated portfolio
4. Tax planning
5. Assist with business development and attend networking events
6. Assist to continue business growth and expansion of the portfolio
7. Work closely with your new team, helping to guide and mentor individuals as needed
8. Be a point of escalation within the team for any issues
What you'll need to succeed
You 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 return
This 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.