Private Client Partner

Permanent
Ipswich
Suffolk
£130k - 175k per year
Accountancy & Finance
JOB-11894

Personal Tax Partner – Ipswich
Location: Ipswich, Suffolk
Salary: Competitive, Negotiable Based on Experience

The Opportunity:
Are you a seasoned Personal Tax expert looking to take your career to the next level? We have an exciting opportunity for a Personal Tax Partner to join a leading firm in Ipswich. This is your chance to take on a pivotal role, leading the personal tax team, building strong client relationships, and making a lasting impact on the firm’s growth.

About the Firm:
This well-established firm is known for its client-focused approach and excellent reputation in the market. With a diverse client base ranging from high-net-worth individuals, entrepreneurs, and family businesses to trusts and estates, the firm offers a wide variety of complex and interesting work. The firm fosters a supportive and collaborative culture, providing a great environment for career progression and development.

Key Responsibilities:

  • Lead and develop the personal tax offering, advising clients on a broad range of personal tax matters including income tax, capital gains tax, inheritance tax, and estate planning.
  • Provide strategic, bespoke tax planning advice to high-net-worth individuals, entrepreneurs, and family offices, with a particular focus on tax-efficient structuring, trust planning, and estate management.
  • Manage a varied portfolio of clients, building and maintaining strong, long-term relationships, and offering exceptional client service.
  • Lead, mentor, and inspire a talented personal tax team, providing guidance and developing junior staff members to progress in their careers.
  • Identify opportunities for business development, driving growth in the personal tax service line.
  • Keep abreast of changes in personal tax legislation and developments in tax planning strategies to ensure clients receive the most up-to-date advice.

Who You Are:

  • A highly experienced Personal Tax professional with significant expertise in advising high-net-worth individuals, trusts, and family offices.
  • ACA, CTA, or equivalent qualified with extensive experience in personal tax advisory and planning.
  • An excellent communicator with the ability to engage and build relationships with clients and stakeholders.
  • A natural leader with the ability to manage, develop, and inspire a team to deliver exceptional service.
  • Commercially aware and able to identify business development opportunities to grow the personal tax practice.

What’s On Offer:

  • A competitive salary and benefits package, tailored to your experience.
  • A clear path to partnership with real opportunities for growth and development.
  • A supportive and inclusive working environment that values work-life balance.
  • The opportunity to lead and shape a growing personal tax practice within a forward-thinking firm.

If you're a Personal Tax professional seeking a new challenge and the opportunity to make a real impact, we'd love to hear from you.

Interested?
Contact Josh Wells at Rutherford Briant on 01371 832922 for a confidential discussion.

Apply now and take the next step in your career!

Josh Wells

Associate Director

+44 (0)1371 832 922