Senior Manager, Private Client Advisory

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

📋 Description

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

• Leading customized planning initiatives, including shareholder tax strategies and advisory related to transactions.

• Managing and expanding a varied portfolio of private clients.

• Cultivating robust client relationships and recognizing new advisory prospects.

• Overseeing compliance efforts and providing mentorship to junior team members.

⛳️ Requirements

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

• Demonstrated expertise in portfolio management and complex advisory roles.

• Experience in supervising and mentoring junior staff members.

• Qualified as CTA/ACA/ACCA.

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

🏝️ Benefits

• A flexible work approach that accommodates working from home, the office, or client locations.

• A generous holiday allowance.

• An enhanced parental leave policy.

• An improved pension scheme.

• No formal dress code – simply “wear something!”

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

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