Are you an experienced Personal Tax Manager or Director looking to transition into a Partner Designate role at an established firm of chartered accountants?

As a pivotal member of the 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.
Experience cultivating a culture of continuous learning and professional development within a team.

Ideal Candidate Profile:

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.

Why This Role Stands Out:

This role offers an exceptional opportunity to influence the direction of the firm and achieve new professional heights.
A competitive salary of up to £130,000, depending on experience, with a comprehensive benefits package.
If you are seeking more advisory exposure and a clear path to partnership, this opportunity at an established 4 office Surrey firm, experienced strong growth may well be perfect for you. For a confidential discussion or to learn more about this role, please contact Richard Perrott on 07706 577387

Next Steps: If you’re ready to take your career in corporate tax to the next level, apply here for this Personal Tax Senior Director Role.

Fletcher George is an inclusive Surrey-based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and assisting talent in finding career opportunities in which they can thrive.

We are an accountancy and finance recruitment agency that acts as an employment agency.

Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme are on our website.