Private Client Tax Partner - Thames Valley

Location

Newbury

Salary

£150,000 to £180,000

Type

Permanent

Role: Private Client Tax Partner - Thames Valley

Salary: £150,000 - £180,000 + Bonus + Benefits

Location: Thames Valley

Ref: 62011

An established and highly respected independent accountancy firm is looking to appoint a Private Client Tax Partner as part of its ongoing growth and long-term succession planning strategy. This opportunity has arisen following a recent Partner retirement and offers the chance to join a well-resourced and collaborative Private Client team.

The firm is keen to enhance senior leadership capacity, support future succession, and further expand its Private Client offering. This is a strategic growth hire, offering significant influence in shaping the direction of the service line.

The firm maintains a clear commitment to independence and operates within an entrepreneurial, supportive Partner group, providing an attractive platform for an ambitious individual to build and grow their practice

Responsibilites

Take a lead role within the Private Client team, managing and developing a portfolio of high-net-worth individuals, families, and trusts.
Provide advanced technical advice across personal tax planning, including wealth structuring, succession planning, and complex advisory matters.
Build and expand your own client base through proactive business development, networking, and relationship management.
Collaborate closely with fellow Partners to strengthen the firm's Private Client capabilities and contribute to strategic growth initiatives.
Support and mentor junior members of the team, fostering development and maintaining high standards of technical delivery and client service.
Play an active role in shaping and evolving the Private Client service line, identifying opportunities for innovation and growth.

Qualification and experience

ACA,ACCA, orCTA qualified with significant experience in Private Client Tax within a UK professional services environment.
Currently operating at Director or Partner level, with a strong track record in personal tax advisory work.
Demonstrable technical expertise in private client matters, including complex tax planning and advisory services.
Commercially driven, with the ability to generate new business and cultivate long-term client relationships.
Leadership experience, with the ability to work collaboratively within a Partner group and contribute to firm-wide objectives.
Motivated by the opportunity to join an independent firm with a long-term vision and growth ambition.

If you are interested in hearing more about this opportunity, please get in touch with Graham Hargreaves via graham@prosero-search.co.uk for further information.