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.
