Are you an experienced Personal Tax Manager or Director looking to transition into a Partner Designate role at an established firm of chartered accountants ? If you are seeking more advisory exposure and a clear path to senior leadership, this opportunity at an established 4 office Surrey firm, experienced strong growth may be perfect for you.
Role Overview: As a pivotal member of our leadership team, you will:
- Lead and develop client relationships in our corporate portfolio, steering both strategic vision and execution with a 50% advisory and 50% compliance focus.
- Manage day-to-day operations of advisory projects ensuring they meet the firm's high standards.
- Oversee the preparation, review, and approval of personal tax returns and computations.
- Key Responsibilities:
- Lead and develop the tax offering, maintaining a substantial existing client portfolio.
- Undertake complex private client and business tax work for a diverse and interesting client base.
- Provide tax advisory support to high-net-worth individuals, trusts, family wealth, along with corporate and property transactions.
- Focus on advisory services, with a ratio of 50% advisory to 50% compliance-based work.
- Offer high-level advisory and planning services to corporate and personal tax clients, with a focus on SMEs, OMBs, groups, partnerships, and HNWIs.
- Drive business development and networking to grow the tax portfolio.
- Increase awareness and exposure of the firm's tax services, including strategic planning, transactional advice, and project management.
- Qualifications and Experience:
- ATT/CTA & or ACCA/ACA Qualified with a minimum of 7 years of in-depth Personal Tax knowledge.
- Relevant experience in IHT and CGT planning, advising on residence and domicile.
- Cultivate a culture of continuous learning and professional development within your team.
Ideal Candidate:
- Holds a CTA, ATT, ACA, or ACCA qualification, with a minimum of 6 years of UK personal tax experience in a similar role.
- Has the right to work in the UK without Visa support
- Demonstrated experience in advisory roles with a proven track record in strategic leadership and client relationship management.
Offer:
- A competitive salary up to 150,000, depending on experience.
- A comprehensive benefits package.
- Opportunities for professional growth in a supportive and technically proficient team environment.
Application: This role offers an exceptional opportunity to influence the direction of the firm and achieve new professional heights. For a confidential discussion or to learn more about this role, please contact Richard Perrott at (phone number removed)
We encourage applications from those legally able to work in the UK without the requirement for sponsorship.
