Hybrid Partner, Private Client Tax

at Moore Kingston Smith

• Job title: Partner, Private Client Tax
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Professional Certificate
• Location requirements: Hybrid, London, United Kingdom

About the role

• Partner leading private client tax advisory at Moore Kingston Smith. Driving new business and delivering exceptional client service in a hybrid work environment.

Responsibilities

• 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 firm’s 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
• 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 firm’s private client offering, both externally and internally
• Contribute to private client marketing publications and events
• 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
• 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

Requirements

• 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

Benefits

• Benefits