Private Client Advisory Senior Manager

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Delivering advisory services to our high-net-worth individuals, typically including FT100 Directors, city professionals, or prominent figures in sports and media.

• Leading customized planning initiatives, such as shareholder tax planning and advisory related to transactions.

• Managing and expanding a diverse portfolio of private clients.

• Cultivating strong client relationships and recognizing new advisory opportunities.

• Ensuring compliance delivery and mentoring junior team members.

⛳️ Requirements

• Possess substantial experience in UK private client tax advisory within a practice setting.

• Demonstrated experience in portfolio management and complex advisory services.

• Proven ability to supervise and mentor junior team members.

• Excellent communication skills, with a talent for building solid, trusting relationships both internally and with clients.

• Qualified as CTA/ACA/ACCA.

🏝️ Benefits

• A flexible work approach, allowing for a balance between working from home, in the office, or with clients.

• Generous holiday entitlement.

• Enhanced parental leave policy.

• Improved pension scheme.

• No dress code – simply “wear something!”

• An award-winning wellbeing program to support your physical, mental, spiritual, and financial health.

• Opportunities for volunteering to engage more closely with local communities and charities.

• Access to Cooper Parry social and sports clubs.