Job Description

Our rapidly growing, award-winning Private Client Team manages the complex tax affairs of individuals, families, entrepreneurs, trusts and businesses. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve. We’ve established a strong global network that is recognized as a leader especially in looking after entrepreneurs and owner-managed businesses. And we’re growing. You’ll need excellent people skills and strong technical ability as you visit clients in their own environments. In return, you’ll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients

Tax is a dynamic, ever-changing industry. As our clients’ needs and the regulatory environment evolve, you’ll encounter new problems to solve and new opportunities for growth. Whether it’s advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you’ll enjoy variety as well as stretch in your role.

Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships.

You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with company to enable us to serve our clients effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients

Responsibilities

You will be responsible for dealing with all matters relating to the running of your portfolio of clients, supported by partners in the team and working with more junior colleagues. Your portfolio will include asset managers, investment partnerships and fund management structures.

You will:

• Drive the private equity strategy by supporting the growth of the business, challenging and improving processes, and delivering high quality advice and compliance services.
• Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients.
• Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services as well as billing and risk management supported by managers and the junior team.
• Deal with complex tax issues, with support from partners and directors.
• Be responsible for the delivery of final tax advice to clients.
• Leverage internal networks to serve clients, both in the UK and internationally.
• Recognize and seek out business and sales opportunities and work with the Partners and Directors to develop these.
• Develop your own network of contacts internally and externally.
• Actively participate in the management of the group.
• Be responsible for coaching and developing managers and more junior members of staff.
• Actively share knowledge and experiences with others in the firm through participating in training courses, knowledge sharing forums or acting as one of the firm’s tax champions.

Required Knowledge, Skills, and Abilities

• Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. 
• Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with private equity funds and management structures.
• Experience of involvement in and dealing with complex tax advisory projects.
• Ability to manage a client portfolio.
• Experience of dealing with client senior management.
• Involvement in business development activities with new and/or existing clients.
• Self-motivated with excellent communication.
• Experience of supervising junior staff.
• A commitment to technical and personal development, with the drive and ambition to progress and fulfil your full potential.
• A commercial mindset, being motivated to support the team’s growth.