Private Client Advisory Senior Manager

Cooper Parry

11h • Hybrid

About The Position

This role is for an experienced Private Client Tax professional looking to take on a challenging role solving complex personal tax issues for high-net-worth individuals and delivering standout advisory work. The Private Client Advisory team is growing and seeking a Senior Manager to join them. The role involves providing advisory work to HNW individuals, typically FT100 Directors, city professionals, or well-known sports and media personalities. Many clients will have an international dimension to their affairs. The role also includes leading bespoke planning projects such as shareholder tax planning and transaction-related advisory, managing and growing a diverse portfolio of private clients, building strong client relationships, identifying new advisory opportunities, overseeing compliance delivery, and mentoring junior team members. The team offers support from Managers to Partners.

Requirements

• Strong UK private client tax advisory experience in practice.
• Proven portfolio management and complex advisory experience.
• Experience supervising and mentoring junior team members.
• Excellent communication skills and ability to build solid, trusting relationships (internally and with clients).
• CTA/ACA/ACCA qualified.

Responsibilities

• Providing advisory work to HNW individuals (FT100 Directors, city professionals, sports and media personalities), often with an international dimension.
• 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.
• Mentoring junior team members.

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