Providing advisory work to our HNW individuals, typically either FT100 Directors, city professionals or well-known sports and media personalities.
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 and mentoring junior team members.

Have a strong UK private client tax advisory experience in practice.
Proven portfolio management and complex advisory experience.
Experience supervising and mentoring junior team members.
A great communicator, excel at building solid, trusting relationships (both internally and with clients).
CTA/ACA/ACCA qualified.

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

Private Client Advisory Senior Manager

Key skills