In the role of Private Client Senior Manager, you’ll take ownership of a portfolio of clients, leading on complex, advisory-led engagements while also playing a key role in developing the team and contributing to wider business growth. This is a role for someone who enjoys winning work, delivering it, developing others, and seeing the impact of their work first-hand. Responsibilities include:Lead and deliver high-quality private client advisory work across areas such as IHT, CGT, trusts, estates, and succession planningTake full ownership of client relationships, acting as a trusted advisor on complex mattersBuild and maintain a strong presence in the market, identifying opportunities and generating new businessManage and oversee multiple projects, ensuring work is delivered efficiently and to a high standardTake responsibility for reviewing and signing off complex compliance work where requiredWork closely with colleagues across different teams and locations to deliver joined-up client solutionsMentor and develop junior team members, supporting their progression into advisory-focused rolesTake the lead on client engagements from initial opportunity through to delivery, billing, and ongoing relationship managementContribute to the growth and direction of the wider private client team, sharing knowledge and best practiceEstablish yourself as a trusted technical voice, both internally and externally Requirements:A strong background in private client tax within practiceProfessionally qualified (CTA, ACA/CA, ATT, STEP or similar)Proven experience delivering advisory work — not just complianceComfortable managing multiple projects and working at paceExperience leading or mentoring more junior team membersStrong communication skills and confidence working directly with clientsCommercial mindset with the ability to identify and develop new opportunitiesAbility to work independently and take ownership of work from start to finishExposure to international tax matters (Desirable)Knowledge of Irish Capital Taxes (CGT/CAT) and UK interaction Would you like to know more? Get in touch with us for a confidential chat.
Tyla Ritchie