Private Client Tax Associate Partner

1 week ago


Belfast, United Kingdom Sumer Northern Ireland Full time £150 - £200

OverviewAny additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.We are seeking a forward‑thinking Private Client Associate Partner to play a pivotal role in shaping the future of our Private Client practice. This is a great opportunity to step into a senior leadership position where you will drive strategic growth, lead a high‑performing team, and deliver exceptional advisory services to a diverse portfolio of high‑value clients.Department: Personal TaxLocation: BelfastKey ResponsibilitiesStrategic leadership of the Private Client team, overseeing a diverse portfolio of high‑value personal tax and estate planning clients.Driving tax advisory projects, identifying planning opportunities and leading the delivery of bespoke solutions for clients across income tax, capital gains tax, inheritance tax, trusts, and succession planning.Developing and expanding the Private Client offering, contributing to practice‑wide strategy and growth initiatives.Acting as a senior point of contact for key clients, building long‑term trusted advisory relationships and ensuring exceptional service delivery.Overseeing complex advisory assignments, including estate planning, lifetime wealth structuring, residence and domicile matters, and cross‑border tax considerations.Mentoring and developing senior managers and trainees, supporting team capability building and fostering a culture of excellence.Financial oversight of the portfolio, including budgeting, forecasting, pricing, and profitability management.Contributing to business development, including networking, proposal preparation, and representing the practice in the market.Supporting the Partner group with strategic decisions, team planning, and operational improvements.Skills, Knowledge & ExpertiseACA, CTA, or equivalent professional qualification.Significant experience in Private Client Tax at Senior Manager, Director, or equivalent senior advisory level.Deep expertise in personal tax, estate planning, trusts, and high‑net‑worth advisory work.Proven track record of building and managing strong client relationships at a senior level.Demonstrable experience identifying and delivering tax planning opportunities.Strong leadership capabilities with the ability to mentor, influence, and inspire teams.Excellent commercial awareness with experience contributing to firmwide growth or service line development.A proactive, strategic mindset with the ability to deliver practical, solutions‑focused advice.Strong organisational skills and confidence managing complex, multi‑faceted assignments.Job BenefitsCompetitive salary and benefits package, including access to our employee benefits hub, with resources on health and financial well‑being as well as lifestyle savings.Working in an environment that fosters learning and development.Personal development programmes tailored to senior leaders, alongside high‑impact, on‑the‑job experience.Why Build Your Private Client Career With Us?At Sumer NI, we are proud to deliver hands‑on, proactive, and meaningful tax advice that helps clients shape their futures. As a Private Client Associate Partner, you will play a central role in delivering complex, high‑value work and shaping the strategic direction of our Private Client offering. xpwpeyx You will have the scope to influence firmwide growth while working closely with an experienced and collaborative leadership team.#J-18808-Ljbffr



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