Overview
Are you an experienced finance professional who thrives at the intersection of precision, trust, and partnership governance? Do you possess strong knowledge in personal (private client) tax areas? Are you seeking a route to an in-house tax centric role? This could be the job for you!
We’re looking for a Personal Tax Professional to take ownership of all financial matters relating to reward of our clients equity and salaried partners, ensuring the highest standards of accuracy, transparency, and compliance. This is a pivotal role within the Finance Department — managing partner drawings, profit distributions, capital accounts, and tax reserves — while working closely with senior leadership to provide insight and financial clarity across the partnership.
Responsibilities
* Partner Accounting & Financial Management
o Maintain and reconcile partner current and capital accounts.
o Administer drawings, profit allocations, and tax reserves with precision and timeliness.
o Manage partner-related journals, inter-firm transfers, and onboarding/leaver settlements.
o Oversee capital contributions and withdrawals, ensuring accurate documentation and compliance.
* Profit Allocation & Reporting
o Partner with the Finance Director / Head of Finance on the annual profit allocation process.
o Prepare detailed profit share schedules, forecasts, and management reports for the Partnership Board.
o Deliver financial insights on partner profitability and contribution.
* Compliance & Regulatory Oversight
o Ensure full compliance with SRA Accounts Rules, HMRC partnership tax regulations, and firm policies.
o Liaise with auditors during year-end reviews and manage HMRC reporting.
o Support the COFA with regulatory submissions and compliance reporting.
* Partner Liaison & Communication
o Act as the primary contact for partners on financial, tax, and remuneration queries.
o Communicate clearly on drawings, profit distributions, and tax deductions.
o Support partner briefings on firm performance, pension contributions, and tax planning.
* Systems & Process Management
o Maintain accurate and up-to-date data within Elite 3E, Aderant, or SOS Connect systems.
o Drive automation, consistency, and transparency across partner accounting processes.
o Collaborate with IT, Finance, and HR to ensure seamless data integration and reporting.
About You
* Strong understanding of partnership accounting, tax principles, and SRA Accounts Rules.
* Advanced Excel and financial modelling skills.
* Excellent communication and interpersonal skills, with the ability to build trusted relationships with partners.
* Analytical thinker with a proactive approach to problem-solving and process improvement.
* High integrity and discretion when dealing with confidential partner financial information.
Qualifications & Experience
* AAT / ACCA / CIMA / ACA &/OR ATT OR CTA.
* 5–10 years’ experience in legal, finance or professional services accounting.
* Proven experience with partner or LLP accounting and UK partnership tax.
Why Join Us?
You’ll be part of a collaborative and progressive finance function that’s evolving with technology and innovation. This is a chance to influence firmwide financial processes, develop your leadership skills, and contribute to a global transformation project.
What’s on Offer
* Competitive salary (£50-55k DOE).
* Market leading and wide-ranging benefits from Pension and Bonus, to L&D, Wellbeing, Employee Assistance, to lifestyle and more.
* Superb culture with great support, hybrid working and flexible hours
* Exposure to a range of growth orientated projects across systems, people and client areas.
* Excellent opportunity to build and grow a team.
Skills & Benefits
Skills: Personal Tax, Private Client Tax, Tax Advisor
Benefits: Significant as per a leading large corporate
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