Senior Manager, Private Client Advisory
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Job Description
Private Client Tax Senior Manager providing advisory work to high-net-worth individuals. Leading bespoke planning projects and managing a diverse portfolio of private clients.
Responsibilities:
- Providing advisory work to our HNW individuals, typically either FT100 Directors, city professionals or well-known sports and media personalities.
- Leading bespoke planning projects including shareholder tax planning and transaction‑related advisory.
- Managing and growing a diverse portfolio of private clients.
- Building strong client relationships and identifying new advisory opportunities.
- Overseeing compliance delivery and mentoring junior team members.
Requirements:
- Have a strong UK private client tax advisory experience in practice.
- Proven portfolio management and complex advisory experience.
- Experience supervising and mentoring junior team members.
- A great communicator, excel at building solid, trusting relationships (both internally and with clients).
- CTA/ACA/ACCA qualified.
Benefits:
- A flexible approach to work - balancing working from home, in office or with clients
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- No dress code – just “wear something!”
- A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
- Volunteering opportunities to work closer with local communities and charities
- Cooper Parry social/sports clubs
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