Senior Manager, Private Client Advisory

Role Overview

• 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

Requirements

• 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
• CTA/ACA/ACCA qualified
• A great communicator, excel at building solid, trusting relationships (both internally and with clients)

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 – 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