Private Client Tax Partner
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About the Role
Opportunity in a Big 4 firm.
ABOUT THIS ROLE
This firm seeks a Private Client Tax Partner to join them in Birmingham to service high-net-worth individuals, their families, and entrepreneurs.
The primary function of this role is to provide expert tax advice and strategic planning to an exclusive clientele. The responsibilities also include managing a portfolio of high-net-worth clients, developing bespoke tax solutions, and leading a team of tax professionals. This role is ideal for a Director seeking their first position as a Partner.
KEY DUTIES
- Delivering comprehensive tax planning and advisory services to high-net-worth individuals, their families, and entrepreneurs
- Managing and growing a portfolio of private clients
- Leading and mentoring a team of tax professionals
- Developing and implementing bespoke tax strategies
- Conducting detailed tax reviews and ensuring compliance with current legislation
- Building and maintaining strong client relationships to foster trust and loyalty
QUALIFICATIONS
- ACA/ACCA/CTA qualification or equivalent
- Significant experience in private client tax
- Proven track record in managing client relationships and delivering high-quality tax advice
- Strong leadership skills with the ability to mentor and develop a team
- Excellent communication and interpersonal skills
This role offers a unique chance to step up to a partner position, providing professional growth and the satisfaction of working with a prestigious client base.