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 07706-577387
We encourage applications from those legally able to work in the UK without the requirement for sponsorship.