Are you an experienced Personal Tax Manager or Director looking to transition into a Partner Designate role at an established firm of chartered accountants ? If you are seeking more advisory exposure and a clear path to senior leadership, this opportunity at an established 4 office Surrey firm, experienced strong growth may be perfect for you.
Role Overview: As a pivotal member of our leadership team, you will:
* Lead and develop client relationships in our corporate portfolio, steering both strategic vision and execution with a 50% advisory and 50% compliance focus.
* Manage day-to-day operations of advisory projects ensuring they meet the firm's high standards.
* Oversee the preparation, review, and approval of personal tax returns and computations.
* Key Responsibilities:
* Lead and develop the tax offering, maintaining a substantial existing client portfolio.
* Undertake complex private client and business tax work for a diverse and interesting client base.
* Provide tax advisory support to high-net-worth individuals, trusts, family wealth, along with corporate and property transactions.
* Focus on advisory services, with a ratio of 50% advisory to 50% compliance-based work.
* Offer high-level advisory and planning services to corporate and personal tax clients, with a focus on SMEs, OMBs, groups, partnerships, and HNWIs.
* Drive business development and networking to grow the tax portfolio.
* Increase awarenes...