Private Client Tax Partner
UK Visa Sponsorship Analytics
Occupation Type
Taxation experts
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£48,500
(£24.87 per hour)
Occupation rate applies
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Description
Department: Personal Tax
Location: Belfast
We are seeking an experienced and commercially driven Private Client Tax Partner to play a pivotal role in shaping the future of our Private Client practice. This is a senior leadership position offering genuine influence over strategy, growth, and culture, with responsibility for delivering exceptional advisory services to a high-value and complex client base.
In this influential role, you will provide leadership across the Private Client Tax service line, acting as a trusted advisor to entrepreneurs, high-net-worth individuals, families, and trustees. You will lead complex and technically challenging advisory work spanning income tax, capital gains tax, inheritance tax, trusts, succession planning, and wider wealth structuring, while setting the strategic direction of the practice alongside the wider Partner group.
As a Partner, you’ll take ownership of client relationships, portfolio performance, and business development, while playing a central role in firmwide decision-making. You will be instrumental in growing the Private Client Tax offering, identifying new market opportunities, and building a sustainable, high-performing team.
Key Responsibilities
- 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.
- ACA, CTA, or equivalent professional qualification.
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
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