You will be someone who is proven in delivering sound technical advice but also commercially focussed 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.

Experienced working within a Private Client/Personal Tax focused role, good at building and developing professional relationships with experience in running a team
An awesome advisor, have your clients back to do the right thing
A great communicator, excel at building solid, trusting relationships (both internally and with clients)

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

Senior Private Client Advisory Manager

About this role