Partner Designate - Private Client Tax
Posted Today by Hays
£120,000 Per year
Undetermined
Undetermined
Weybridge, England, United Kingdom
Summary: The role of Partner Designate - Private Client Tax involves managing a portfolio of clients while providing technical advisory expertise and overseeing compliance. The position is designed for a qualified accountant with significant experience, aiming for career progression to Director or Partner within a respected firm. The role also includes business development responsibilities and mentoring team members. This opportunity is set within a modern firm with a strong culture and plans for expansion.
Key Responsibilities:
- Manage a portfolio of clients
- Provide technical advisory expertise
- Oversee compliance for a designated portfolio
- Tax planning
- Assist with business development and attend networking events
- Assist to continue business growth and expansion of the portfolio
- Work closely with your new team, helping to guide and mentor individuals as needed
- Be a point of escalation within the team for any issues
Key Skills:
- Qualified accountant (ACA, ACCA, ATT, CTA)
- At least 5 years post-qualification experience
- Experience managing a portfolio
- Demonstrated advisory skills
- Excellent communication skills
- Ability to manage a high performing team
- Experience in tax planning meetings
- Confidence in exploring business development opportunities
- Networking skills in local communities
Salary (Rate): £120,000.00 yearly
City: Weybridge
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: Senior
Industry: Finance
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:
- Manage a portfolio of clients
- Provide technical advisory expertise
- Oversee compliance for a designated portfolio
- Tax planning
- Assist with business development and attend networking events
- Assist to continue business growth and expansion of the portfolio
- Work closely with your new team, helping to guide and mentor individuals as needed
- 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.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call James Clark on 01256633150 or email now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Desired Skills and Experience Personal Tax Private Client Tax Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk