At a Glance
- Tasks: Lead complex advisory work for private clients and manage diverse client relationships.
- Company: Highly regarded professional services firm with a focus on advisory roles.
- Benefits: Hybrid working, competitive salary, and opportunities for professional development.
- Other info: Great opportunity for career growth and mentoring junior team members.
- Why this job: Make a real impact by combining technical expertise with client interaction and mentorship.
- Qualifications: Experience in private client tax and strong client relationship management skills.
This is an exciting opportunity for a Private Client Tax Manager to join a highly regarded professional services firm, taking on a genuinely advisory-led role with full ownership of a diverse client portfolio. This position offers the chance to move beyond pure compliance and step into a role where you will lead on complex advisory work, build long-term client relationships, and play an active role in developing junior team members and contributing to business growth. It’s a great opportunity for someone who enjoys combining technical expertise with client interaction, commercial thinking, and people development.
The Role
- Take ownership of a portfolio of private clients, delivering high-quality advisory services across areas such as inheritance tax, capital gains tax, trusts, estates, and succession planning.
- Act as a trusted advisor to clients, building strong, long-term relationships and becoming their main point of contact for complex personal tax matters.
- Lead and deliver complex private client advisory work end-to-end.
- Manage and develop client relationships, providing proactive, trusted advice.
- Identify opportunities for new advisory work and contribute to business development.
- Oversee multiple assignments, ensuring high-quality delivery and strong client service.
- Review and sign off complex compliance work where required.
- Collaborate with wider teams to deliver joined-up client solutions.
- Mentor and support junior team members in their technical and professional development.
- Take responsibility for engagements from initial opportunity through to delivery and billing.
About You
- Strong experience in private client tax within a professional services environment.
- A clear focus on advisory work, alongside compliance experience.
- Professional qualification (CTA, ACA/CA, ATT, STEP or equivalent).
- Experience managing client relationships directly and confidently.
- Strong organisational skills with the ability to manage multiple projects.
- Experience mentoring or supporting junior team members.
- A commercial mindset with the ability to spot and develop opportunities.
- Excellent communication skills and confidence working with clients.
- The ability to work independently and take full ownership of your portfolio.
- Exposure to international tax matters and UK/Ireland cross-border work would be advantageous but not essential.
Private Client Senior Manager - Ireland employer: Broadgate
As a leading fintech in the cross-border payments sector, we pride ourselves on fostering a dynamic and innovative work environment where compliance is viewed as a vital component of our infrastructure. Our London-based team enjoys a hybrid working model, competitive salary packages, and equity options, alongside opportunities for professional growth and direct collaboration with senior leadership. Join us to make a meaningful impact in a role that empowers you to shape compliance strategies across multiple jurisdictions.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Ireland
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Broadgate, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Senior Manager - Ireland
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Broadgate's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Broadgate. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Broadgate!
How to prepare for a job interview at Broadgate
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Broadgate.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Broadgate. It helps to show our commitment!
