Private Client Tax Senior Manager – Associate Partner

Sumer

Private Client Tax Senior Manager/Associate Partner at Sumer NI delivering complex tax advisory services for high-value clients. Leading strategic growth and mentoring talent in the Private Client Tax practice.

Posted 6/2/2026full-timeBelfast • 🇬🇧 United KingdomSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

personal taxestate planningtrustscapital gains taxinheritance taxsuccession planningtax advisoryfinancial oversightbudgetingforecasting

Soft Skills

strategic leadershipclient relationship managementmentoringteam capability buildingcommercial awarenessproactive mindsetorganisational skillsinfluencinginspiring teamsservice delivery

Certifications & Qualifications

ACACTA

Industry Keywords

Private Client Taxhigh-net-worth advisorybusiness developmentnetworkingproposal preparationcross-border tax considerationsresidence and domicile matterscomplex advisory assignmentspractice-wide strategygrowth initiatives

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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.