Private Client Tax Associate Partner – Belfast (Hybrid)
MCS Group 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.
The Company:
One of the largest Accountancy firms in Belfast, recently acquired by a large group. The company re-brand has helped with image in the market and now part of a bigger group providing better opportunities/work/clients – getting more work from wider group from UK clients with NI/ROI entities. Now is the perfect time to join this growing firm.
The Benefits:
As a successful Private Client Tax Associate Partner you will receive the following:
- Annual Bonus
- Shares option
- 28 days + 10 stats (can purchase 5 days extra)
- Life Assurance 4 x Salary
- Pension
- Income Protection
- Medical (can opt in)
- Employee Assistance Programme
- Health & Well-being benefits
The Role:
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 Person:
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.
Desired Skills and Experience
- Private Client Tax
- Personal Tax
- Tax Advisory
- Tax Planning
- Capital Gains Tax
- Inheritance Tax
- Trusts & Estates
- High Net Worth Individuals
- Client Relationship Management
- Business Development
- Team Leadership
- ACA / CTA
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