Private Client Tax Associate Partner

MCSGroup is delighted to be working with a successful Accountancy firm in Belfast to source a Private Client Tax Associate Partner to join their expanding team.

One of the largest accountancy firms in Belfast, recently acquired by a large group. The re branding has helped with image in the market and the firm is now part of a bigger group providing better opportunities and access to UK clients with NI/ROI entities. Now is the perfect time to join this growing firm.

• Annual bonus
• 28 days plus 10 statutory holidays (can purchase 5 days extra)
• Life assurance 4 salary
• Pension
• Income protection
• Medical (opt in)
• Corporate memberships - Chamber, Women in Business, etc.
• Employee Assistance Programme
• Health & well being benefits

As a successful Private Client Tax Associate Partner you will have the following duties:

• Lead and grow the Private Client Tax practice, driving strategic development and service expansion.
• Manage a portfolio of high net worth clients, providing expert advice on income tax, CGT, IHT, trusts, succession and estate planning.
• Act as a trusted senior advisor, building strong client relationships and delivering complex tax planning solutions.
• Mentor and develop team members, fostering a high performance culture and supporting career progression.
• Oversee portfolio profitability and contribute to business development through networking, proposals and market engagement.

The successful Private Client Tax Associate Partner will meet the following criteria:

• ACA, CTA or equivalent qualified tax professional with extensive private client tax experience at Senior Manager, Director or Partner level.
• Strong technical expertise in personal tax, estate planning, trusts and advising high net worth individuals.
• Proven ability to build trusted client relationships and identify valuable tax planning opportunities.
• Experienced leader with a track record of mentoring teams and driving high performance cultures.
• Commercially focused, strategic thinker with excellent organisational skills and experience contributing to business growth and service development.