Private Client Tax Partner — Lead Growth & Advisory

Sumer Group Holdings Limited; England; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

A leading tax consultancy firm in the South West is seeking a Tax Consultancy Partner to oversee consulting and compliance functions. This role focuses on managing high net-worth individual portfolios and driving new business through innovative solutions. Candidates should have extensive knowledge in personal tax and demonstrate strong leadership skills. The firm offers a competitive salary, health and wellness benefits, and flexible working arrangements.

Benefits

Health and wellness benefits

Flexible working arrangements

Enhanced maternity and paternity pay

Life assurance and pension scheme

Volunteer leave and cycle-to-work scheme

Qualifications

• Extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning.
• Experience in managing and motivating teams.
• Proven ability to generate new business and develop client relationships.
• Extensive experience advising high net-worth clients on wealth planning.

Responsibilities

• Deliver tailored tax consultancy services to high net-worth individuals.
• Oversee personal tax compliance and advisory projects.
• Generate new business opportunities and enhance the firm's offerings.
• Manage and mentor a team of professionals across consulting and compliance.

Skills

Private Tax Expertise

Leadership

Business Development

High Net Worth Client Management

Job description

A leading tax consultancy firm in the South West is seeking a Tax Consultancy Partner to oversee consulting and compliance functions. This role focuses on managing high net-worth individual portfolios and driving new business through innovative solutions. Candidates should have extensive knowledge in personal tax and demonstrate strong leadership skills. The firm offers a competitive salary, health and wellness benefits, and flexible working arrangements.