Private Client Advisory Senior Manager

Cooper Parry

12h • Hybrid

About The Position

We are looking for a Private Client Tax Senior Manager to join our team. You will be someone who is 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.

Requirements

• Outstanding commercial acumen
• Drive to deliver the best
• Determination for getting it right first time
• Experienced working within a Private Client/Personal Tax focused role
• Good at building and developing professional relationships
• Experience in running a team
• Awesome advisor
• Great communicator
• Excel at building solid, trusting relationships (both internally and with clients)

Responsibilities

• Deliver sound technical advice
• Be commercially focused with an eye on business development
• Create your own channels and provide key direction to juniors
• Build secure and trusted relationships with clients
• Advise clients on how to achieve their goals with robust plans
• Spot opportunities to help clients further and deepen relationships
• Provide advisory work to HNW individuals, business owners and trusts

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
• A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities
• Cooper Parry social/sports clubs

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed