Key Responsibilities

The role offers an excellent opportunity for an adviser with significant private client tax experience to deliver exceptional client service and be a key part of the growth and development of the team. As a Partner, you will be expected to help in supporting, creating and implementing strategies to enhance the reputation and profitability of the firm’s private client tax offering.

The key requirements of the role will entail (but not be limited to) the following:

Client Delivery

• Act as lead adviser to a portfolio comprising a broad range of clients
• Provide commercial and sound technical advice on a broad range of private client tax matters
• Oversee personal tax compliance services
• Manage risk in line with regulatory, ethics and the firm’s standards
• Take full ownership of the client relationship, including agreeing commercial fees, managing expectations, timely delivery of work and billing
• Assemble and lead the best team for clients’ needs and take responsibility for team performance

Business Development

• Identify new business opportunities for the firm and develop strategies to win new business
• Build and maintain a wide referral network and exploit market opportunities
• Identify opportunities for cross selling of services and add value within the existing client base
• Proactively market and develop the firm’s private client offering, both externally and internally
• Contribute to private client marketing publications and events

Practice Leadership & Development

• Contribute to and initiate ideas on team operational decisions, strategy and service propositions
• Contribute to oversight of existing staff resource, including their productivity and utilisation
• Provide training, guidance and support to the team
• Support the personal and professional development within the team
• Support the recruitment in the team

Technical Expertise

• Maintain up-to-date knowledge of UK personal tax law and HMRC
• Identify and resolve complex tax issues
• Create internal and external technical material for internal and external use
• Represent the firm in technical discussions, panels, and industry forums, where relevant

Skills, Knowledge and Expertise

• A Chartered Tax Adviser with significant tax experience ideally within a professional services firm
• A broad and deep knowledge and understanding of UK private client tax law and practice
• Experience of producing bespoke technical tax advice
• A profile within the tax profession, ideally demonstrated through the publication of articles in the professional press
• Experience of producing tax focused articles, presentations, and marketing materials for a variety of audiences
• A good understanding and working knowledge of tax technology
• Advanced MS Word and MS PowerPoint skills
• Experience of people leadership and development
• Excellent written and verbal communication skills
• A good team player, with an ability to build personal rapport with colleagues and clients
• The ability to take ownership of tasks and drive them to completion
• The ability to prioritise work and to deliver work to an agreed timescale
• A creative, entrepreneurial, and strategic thinker

About [Employer hidden — sign up to reveal]

At [Employer hidden — sign up to reveal], we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding.

Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions.

Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network.

Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future.

Come and join us to make a difference.