Sumer NI
Private Client Tax Associate Partner
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Department: Personal Tax
Location: Belfast
Description
We are seeking a forward-thinking Private Client Tax Associate Partner to play a pivotal role in shaping the future of our Private Client Tax 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.
In this influential role, you will spearhead complex tax advisory projects across income tax, capital gains tax, inheritance tax, trusts, and succession planning, while serving as a trusted senior advisor to key clients. You will take the lead in developing and expanding our Private Client Tax service line, strengthening client relationships, and contributing directly to firmwide strategy.
With responsibility for mentoring and developing the next generation of talent and overseeing portfolio financial performance this is a position that offers both significant impact and long-term career progression.
If you’re a commercially minded private client specialist with a passion for delivering bespoke tax solutions and driving strategic growth, we’d love to hear from you.
Key Responsibilities
- Strategic 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.
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Skills, Knowledge and Expertise
- ACA, 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.
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Benefits
- Competitive 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.
- Internal mentor and buddy system to support you through your career journey.
- Personal development programs to facilitate career growth, alongside practical, on-the-job training.
Why Choose a Tax 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 Tax Senior Manager/Associate Partner, you will play a central role in delivering complex, high-value work and shaping the strategic direction of our Private Client Tax offering. You will have the scope to influence firmwide growth while working closely with an experienced and collaborative leadership team.
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