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Private Client Tax Partner

Morgan McKinley
Posted 8 hours ago, valid for a day
Location

London, Greater London EC1R 0WX

Salary

£80,000 - £96,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A premier UK Top 20 accountancy firm is looking for an experienced Private Client Tax Partner to join their London-based team.
  • The role requires a proven track record of managing and expanding client portfolios, with a focus on high-net-worth individuals and families.
  • Candidates should possess deep expertise in UK tax law, particularly in areas such as inheritance tax and estate planning, and have strong leadership skills.
  • A minimum of 5 years of experience in a partner or director role specializing in private client tax advisory is required.
  • The position offers a competitive salary, commensurate with experience, reflecting the seniority of the role.

A premier UK Top 20 accountancy firm are seeking an experienced Private Client Tax Partner to join their London-based team. This role involves offering sophisticated tax advisory and planning services to high-net-worth individuals (HNWIs), business owners, and families.

Key Responsibilities:

  • Client Advisory: Provide bespoke tax planning and compliance services on matters such as inheritance tax, trusts, estate planning, and capital gains tax.
  • Relationship Management: Cultivate and maintain strong relationships with HNWIs and family offices, delivering personalized tax solutions.
  • Technical Expertise: Offer deep expertise in UK and international tax matters, navigating complex tax structures and advising on cross-border tax issues.
  • Team Leadership: Lead and mentor the private client tax team, fostering a collaborative and client-focused environment.
  • Business Development: Identify growth opportunities and expand the firm's private client base through networking and referrals.

Requirements:

  • Proven experience as a partner or director specialising in private client tax advisory.
  • Expertise in UK tax law, particularly around estates, trusts, and personal tax planning for HNWIs.
  • Track record of successfully managing and expanding client portfolios.
  • Strong leadership skills, with the ability to mentor and develop a high-performing team.
  • Excellent interpersonal and communication skills, adept at advising wealthy individuals on complex tax matters.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.