Private Client Advisory Senior Manager

About the role

What stands you apart from the rest? Outstanding communication? Acting with purpose? Thinking outside the box and taking the team and client on the journey with you?

We are looking for a Private Client Tax Senior Manager to join us. You will be someone who has proven in delivering sound technical advice but also commercially focused with an eye on business development; creating your own channels and providing key direction to juniors.

You’ll love building secure and trusted relationships with your portfolio of clients; building a real connection to understand what they want to achieve. Then advising them on how to get there with robust plans to follow through. You will have a passion for spotting opportunities to help our clients further and deepen your relationships.

Future‑proofing the role of Private Client Tax, you’ll thrive at providing advisory work to our clients, typically HNW individuals, business owners and trusts.

We have growth aspirations to significantly increase the size of the Private Client business and we want you to join us on that journey and be part of something special.

As a successful Private Client Tax Senior Manager, you’ll have outstanding commercial acumen, always looking for ways to develop the team and business. Your drive to deliver the best alongside your determination for getting it right first time is what makes you stand out. Own it and back it!

You will be…

• Experienced working within a Private Client/Personal Tax focused role, good at building and developing professional relationships with experience in running a team
• An awesome advisor, having your clients back to do the right thing
• A great communicator, excelling at building solid, trusting relationships (both internally and with clients)

Things we offer:

• 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

As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.