Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals and families, acting as their primary advisor on all private client tax matters.
Expert Advisory Services: Provide high-level advice on a broad spectrum of private client tax issues, including estate planning and inheritance tax, income tax, capital gains tax, international personal tax considerations, and technical compliance issues.
Project Leadership: Oversee complex tax projects, ensuring high-quality delivery on time and within budget.
Tax Research and Innovation: Conduct in-depth research to develop practical and innovative tax solutions for clients.
Legislative Awareness: Stay abreast of changes in tax legislation and regulatory developments, relaying relevant updates to clients and internal stakeholders.
Team Development: Mentor and support junior staff, enhancing their technical skills and professional growth.
Business Development: Contribute to business development initiatives through networking, delivering presentations, and preparing proposals. Collaborate with our international network, GGI International, to foster inbound private client work and coordinate local advice for international clients.

Proven experience in a private client tax advisory role, ideally within a leading professional services firm or wealth management context.
Relevant professional qualifications (e.g., ACA, ACCA, CTA or equivalent).
Comprehensive understanding of personal tax law and regulations, with a strong track record in private client advisory services.
Experience in managing client relationships and leading advisory projects.
Strong leadership and team management capabilities.
Proficiency in tax software and relevant tools.
A strategic and analytical mindset with a solution-focused approach.
Thrives on building relationships and delivering exceptional client service.
Has an entrepreneurial mindset and enjoys spotting opportunities for growth.
You enjoy solving complex tax challenges and turning them into practical, client-focused solutions.
You have a commercial mindset and are always looking for ways to add value to clients.
You take pride in mentoring and developing others, helping your team grow in expertise and confidence.

At Simmons Gainsford, we foster an inclusive workplace where everyone can thrive.
We value diverse perspectives and ensure an equitable recruitment process, providing adjustments where needed.

Private Client Tax Partner

Key skills