Private Client Tax Partner

Role Overview

• Providing strategic leadership of the Private Client practice, with overall responsibility for a diverse portfolio of high-value personal tax, estate planning, and wealth advisory clients.
• Acting as the lead advisor on complex and high-risk matters, including estate planning, lifetime wealth structuring, trusts, residence and domicile, and cross-border tax issues.
• Setting and delivering the strategic growth plan for the Private Client service line, aligned to firmwide objectives.
• Owning and developing key client relationships, operating as a trusted advisor at the most senior level and ensuring consistently high standards of service delivery.
• Driving business development activity, including networking, market presence, thought leadership, and proposal leadership.
• Leading, mentoring, and developing senior managers and future leaders within the team, fostering a high-performance and collaborative culture.
• Contributing to firmwide Partner discussions, strategic initiatives, and operational improvements across the wider practice.

Requirements

• ACA, CTA, or equivalent professional qualification.
• Extensive experience in Private Client Tax at Partner, Director, or equivalent senior leadership level.
• Deep technical expertise across personal tax, trusts, estate planning, and high-net-worth advisory work.
• Proven ability to originate, grow, and retain significant client relationships.
• Strong commercial acumen, with experience managing portfolio profitability and contributing to strategic growth.
• Demonstrable leadership capability, with a track record of developing high-performing teams and future leaders.
• Strategic, entrepreneurial mindset with the confidence to shape direction and influence at firmwide level.

Benefits

• At Sumer NI, we pride ourselves on delivering proactive, high-quality advice that makes a meaningful difference to our clients’ long-term outcomes.
• As a Private Client Partner, you will play a defining role in the continued growth and success of our Private Client offering, with the autonomy to shape strategy, build relationships, and leave a lasting legacy within the firm.
• Belong @ Sumer
• At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work.
• If you need any support during the hiring process, just let us know.
• Our values represent what matters most to us and guide how we work every day:
• We Shine Together
• We Do the Right Thing
• We Make It Count
• We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.