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Private client manager

Chesterfield
Jr United Kingdom
Client manager
Posted: 10h ago
Offer description

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We are recruiting for a Private Client Manager / Senior Manager to join a well-established and growing accountancy firm in Sheffield. This is a great opportunity for an experienced tax professional to take on a key role, managing a diverse portfolio of private clients and providing high-quality tax advice.


The Role:

* Managing a portfolio of private clients, including high-net-worth individuals and business owners
* Providing tax planning and advisory services tailored to client needs
* Overseeing compliance work, ensuring accuracy and efficiency
* Developing and maintaining strong client relationships
* Supporting and mentoring junior team members


About You:

* CTA qualified (or ACA/ACCA with strong private client tax experience)
* Proven track record in personal tax advisory and compliance
* Strong client management skills and commercial awareness
* Experience mentoring or managing junior staff


Benefits of Working at This Firm:

* Salary: £50,000 - £60,000
* Hybrid & Flexible Working Options to balance office and remote work
* Generous Holiday Allowance Increasing with service
* Study Support: Full support for professional qualifications
* Enhanced Pension Scheme: Employer contributions above the standard
* Private Medical Insurance: Including mental health and well-being support
* Annual Bonus Scheme: Recognising individual and team contributions
* Career Progression: Clear pathways for development and promotions

IPS Finance has 45 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long-term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.

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