Partner (Private Client Tax)
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Moore Kingston Smith is looking for a Partner with strong private client tax advisory skills and a background in successfully driving new business to join its growing and talented private client tax team.
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 firms 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 firms 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 firms 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
Key Skills
- Clerical
- Diploma
- Foreclosure Paralegal
- Flight Operations
- Construction Equipment
About Company
At Moore Kingston Smith, we create lasting success by delivering quality accountancy and business advisory services.
