Build secure and trusted relationships with your portfolio of high-net-worth individuals and trusts
Provide expert tax advice and guidance to clients on a wide range of issues, including income tax, capital gains tax and inheritance tax
Spot opportunities to help our clients further and deepen your relationships
Provide advisory work to our high net worth individual and trust clients, working with a partner/senior manager
Be comfortable providing multi-jurisdictional tax advice
Review work, manage and mentor junior members of the team, providing guidance and support as needed

ATT qualified with experience working in a Private Client/Personal Tax focused role managing a portfolio of private clients
Ideally CTA qualified
Strong technical knowledge of UK tax laws and regulations, with experience in advising high-net-worth individuals and trusts
A great communicator, with the ability to build strong relationships with clients and colleagues
Have the ability to work independently and as part of a team, with strong organisational and time management skills

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 Tax Manager

Key skills