At a Glance
- Tasks: Provide expert tax advice to high-net-worth individuals and families in a supportive team.
- Company: Boutique-style firm with a focus on collaboration and personal growth.
- Benefits: Competitive salary, bonuses, and a family-feel culture.
- Other info: Natural career progression and direct access to experienced partners.
- Why this job: Engage in complex projects while enjoying a balanced work environment.
- Qualifications: CTA and/or ACA qualified with a passion for private client work.
The predicted salary is between 60000 - 80000 £ per year.
I’m working with a genuinely standout private client team that offers something quite rare in the market – top-tier, complex advisory work within a close-knit, supportive, almost boutique-style environment. This is a role where you won’t be lost in a large hierarchy. Instead, you’ll be working directly with highly experienced partners on intellectually challenging projects for some of the UK’s most sophisticated private clients – all while being part of a firm that prioritises collaboration, flexibility, and a strong team ethos. If you’re looking to elevate the level of work you’re doing without sacrificing culture, balance, or enjoyment of the job, this is exactly that sweet spot.
The Role
You’ll sit very close to the partners, playing a key part in delivering high-level advice to HNWIs, UHNWIs, and family groups. What makes this role particularly attractive is the blend of complex advisory work alongside a manageable compliance portfolio – giving you full visibility of client outcomes and ensuring your advice is implemented in practice. This isn’t a siloed role. You’ll be deeply involved in shaping advice, influencing client strategy, and seeing projects through end-to-end.
What You’ll Be Doing
- Acting as a trusted adviser to HNWIs, UHNWIs, and family groups on a broad spectrum of UK private client tax matters
- Delivering sophisticated planning advice across income tax, capital gains tax, inheritance tax, and trusts
- Getting involved in international matters, including TRF / FIG regimes and cross-border considerations
- Overseeing complex personal and trust compliance – ensuring advisory work is executed seamlessly
- Reviewing and elevating the technical work of junior team members
- Coaching and developing managers and juniors within a genuinely supportive environment
- Working alongside partners on key client relationships and contributing to business development
You’ll ideally be:
- CTA and/or ACA qualified
- Technically strong, with a real interest in complex private client work
- Someone who enjoys collaboration and wants to keep learning directly from approachable, high-calibre partners
Why This Role Stands Out
- High-calibre work without the corporate feel – genuinely complex, rewarding projects in a more personal environment
- Partner access – real exposure, real learning, and real influence
- Family-feel culture – supportive, collaborative, and low-ego
- Career progression that feels natural – not forced or political
- Strong package – competitive salary, bonus, and benefits
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. Please note that your personal information will be treated in accordance with our Privacy Policy.
Private Client Senior Manager/ Manager employer: Brewer Morris
Join a leading private client team that offers a unique blend of top-tier advisory work in a supportive, boutique-style environment. Here, you will have direct access to experienced partners, allowing for meaningful collaboration and professional growth while working on intellectually stimulating projects for sophisticated clients. With a strong emphasis on work-life balance and a family-feel culture, this role provides an exceptional opportunity to elevate your career without sacrificing enjoyment or personal connection.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager/ Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to showcase your expertise. Bring along examples of your work or case studies that highlight your problem-solving skills. We want to see how you can add value to our team!
✨Prepare for the Interview
Do your homework before the interview! Understand the company culture, the team dynamics, and the specific challenges they face. We love candidates who come prepared with thoughtful questions and insights about how they can contribute to our supportive environment.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate individuals who fit our family-feel culture and are eager to grow with us.
We think you need these skills to ace Private Client Senior Manager/ Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role of Private Client Senior Manager/Manager. Highlight your expertise in private client tax matters and any relevant qualifications like CTA or ACA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for complex advisory work and how you fit into our supportive, collaborative culture. Don’t forget to mention why you’re excited about working closely with partners.
Showcase Your Technical Skills:In your application, be sure to highlight your technical strengths, especially in areas like income tax, capital gains tax, and trusts. We want to see how you can contribute to delivering high-level advice to our sophisticated clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Brewer Morris
✨Know Your Stuff
Make sure you brush up on your knowledge of UK private client tax matters, especially around income tax, capital gains tax, and inheritance tax. Being able to discuss these topics confidently will show that you're technically strong and genuinely interested in the role.
✨Showcase Your Collaborative Spirit
This role thrives on collaboration, so be ready to share examples of how you've worked effectively in teams. Highlight any experiences where you've coached or developed others, as this aligns perfectly with the supportive culture they value.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to complex advisory work and how they support career progression. This not only shows your interest but also helps you gauge if the firm’s culture is the right fit for you.
✨Demonstrate Your Passion for Learning
Express your eagerness to learn from experienced partners and your commitment to staying updated on industry trends. This will resonate well with their emphasis on personal development and a family-feel culture.
