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 planning
* Take full ownership of client relationships, acting as a trusted advisor on complex matters
* Build and maintain a strong presence in the market, identifying opportunities and generating new business
* Manage and oversee multiple projects, ensuring work is delivered efficiently and to a high standard
* Take responsibility for reviewing and signing off complex compliance work where required
* Work closely with colleagues across different teams and locations to deliver joined-up client solutions
* Mentor and develop junior team members, supporting their progression into advisory-focused roles
* Take the lead on client engagements from initial opportunity through to delivery, billing, and ongoing relationship management
* Contribute to the growth and direction of the wider private client team, sharing knowledge and best practice
* Establish yourself as a trusted technical voice, both internally and externally
Requirements:
* A strong background in private client tax within practice
* Professionally qualified (CTA, ACA/CA, ATT, STEP or similar)
* Proven experience delivering advisory work — not just compliance
* Comfortable managing multiple projects and working at pace
* Experience leading or mentoring more junior team members
* Strong communication skills and confidence working directly with clients
* Commercial mindset with the ability to identify and develop new opportunities
* Ability to work independently and take ownership of work from start to finish
* Exposure to international tax matters (Desirable)
* Knowledge of Irish Capital Taxes (CGT/CAT) and UK interaction
1. Would you like to know more? Get in touch with us for a confidential chat.