Senior Private Client Manager – Estates, Wills, Trusts
Are you a Private Client tax specialist with a passion for working with HNWIs, Trusts, and Estates
Join our award-winning Private Client team at Shorts and take the next step in your career- with a better work/life balance, real influence, and an opportunity to help shape the future of a growing department.
About Shorts
Shorts is a long-established, independent firm of accountants and business advisers with offices in Chesterfield and Sheffield. We've been supporting ambitious businesses and individuals across the region for over 130 years. We pride ourselves on delivering outstanding client service, with specialist expertise in Tax, Corporate Finance, Audit, and Private Client work. Our people are at the heart of what we do, which is why we invest in a culture of collaboration, continuous development, and flexibility.
About the Role
We're looking for a driven Senior Manager to provide advice to our valued Private Clients. This role is a key part of our team, supporting Partners, mentoring junior staff, and delivering technically sound advice with a personal touch.
You'll work closely with clients, internal teams, and professional referrers- managing projects from start to finish while always seeking ways to add value.
If you thrive under pressure, enjoy juggling priorities, and want to work in a supportive and successful environment - we'd love to speak with you.
What You'll Be Doing
* Provide high-quality tax advice to Private Clients, including HNWIs, Trusts, and Estates
* Lead meetings, scope out projects, and manage delivery end-to-end
* Support Partners and Directors with departmental strategy and operational excellence
* Build and maintain relationships with external referrers
* Mentor and develop junior team members
* Keep your technical skills sharp and share knowledge across the team
* Contribute to Wills and Estates work (experience beneficial but not essential)
What We're Looking For
* CTA, STEP or other relevant qualification preferred
* Strong technical knowledge in Private Client
* Experience with Trusts, Estates, IHT planning
* Confident, commercially aware, and client-focused
* Able to influence and collaborate at all levels
* Excellent attention to detail and time management
* Proactive, self-motivated, and a team player
Why Join Shorts?
At Shorts, we genuinely care about our people. Here's a taste of what we offer:
True work-life balance
– Extended core hours policy, minimal overtime, and flexibility
Free parking & TOIL
(Time Off in Lieu for extra hours)
25 days holiday
+ buy/sell up to 5 more + extra for long service
Enhanced maternity/paternity/adoption leave
Mental Health First Aiders & Employee Assistance Programme
Ongoing
training and development support
A people-first, collaborative culture with long-term career progression
Get in touch with
Laura Collins
, our Talent Acquisition Manager, right here on LinkedIn or via email at
.
We'd love to hear from experienced professionals looking to make a real impact in a rewarding, people-focused firm.