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Private client tax partner - thames valley

Newbury
Pro-Tax
€165,000 a year
Posted: 21 May
Offer description

Private Client Tax Partner - Thames Valley

Salary: £150,000 - £180,000 + Bonus + Benefits

Location: Thames Valley

Ref: 62011

An established and highly respected independent accountancy firm is looking to appoint a Private Client Tax Partner as part of its ongoing growth and long-term succession planning strategy. This opportunity has arisen following a recent Partner retirement and offers the chance to join a well-resourced and collaborative Private Client team.

The firm is keen to enhance senior leadership capacity, support future succession, and further expand its Private Client offering. This is a strategic growth hire, offering significant influence in shaping the direction of the service line.

The firm maintains a clear commitment to independence and operates within an entrepreneurial, supportive Partner group, providing an attractive platform for an ambitious individual to build and grow their practice


Responsibilites

* Take a lead role within the Private Client team, managing and developing a portfolio of high-net-worth individuals, families, and trusts.
* Provide advanced technical advice across personal tax planning, including wealth structuring, succession planning, and complex advisory matters.
* Build and expand your own client base through proactive business development, networking, and relationship management.
* Collaborate closely with fellow Partners to strengthen the firm's Private Client capabilities and contribute to strategic growth initiatives.
* Support and mentor junior members of the team, fostering development and maintaining high standards of technical delivery and client service.
* Play an active role in shaping and evolving the Private Client service line, identifying opportunities for innovation and growth.


Qualification and experience

* ACA, ACCA, or CTA qualified with significant experience in Private Client Tax within a UK professional services environment.
* Currently operating at Director or Partner level, with a strong track record in personal tax advisory work.
* Demonstrable technical expertise in private client matters, including complex tax planning and advisory services.
* Commercially driven, with the ability to generate new business and cultivate long-term client relationships.
* Leadership experience, with the ability to work collaboratively within a Partner group and contribute to firm-wide objectives.
* Motivated by the opportunity to join an independent firm with a long-term vision and growth ambition.
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