Private Client Advisory Senior Manager at Cooper Parry | London, England, United Kingdom | Rezi

Private Client Advisory Senior Manager at Cooper Parry

Private Client Advisory Senior Manager

Cooper Parry · London, England, United Kingdom

1 months ago

Private Client Advisory Senior Manager

Cooper Parry · London, England, United Kingdom

2 months ago
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About the Role

Seeking a Private Client Tax Senior Manager to provide advisory work to high-net-worth individuals, lead planning projects, manage client portfolios, and oversee compliance delivery.

Responsibilities

  • Providing advisory work to HNW individuals, typically FT100 Directors, city professionals, or well-known sports and media personalities, often with international dimensions.
  • 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

  • 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, with the ability to build solid, trusting relationships internally and with clients.

Work Type

  • Flexible approach to work - balancing working from home, in office or with clients

Experience Level

  • Senior Manager

Education Level

  • CTA/ACA/ACCA qualified

Benefits

  • Generous holiday entitlement
  • Enhanced parental leave policy
  • Enhanced pension scheme
  • Multi-award-winning wellbeing offering to support physical, mental, spiritual, and financial health
  • Volunteering opportunities
  • Social/sports clubs

About the Company

  • Cooper Parry are described as 'the rebels of accountancy', being straight-talking and unafraid to share opinions.
  • They prioritize people and relationships over products and services, delivering a streamlined, client-focused service.
  • Achievements include Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK, B Corp Certification in 2023, and 5 awards at the Inspiring Workplace Awards in 2025.

Equal Opportunity

  • As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
  • Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.