At a Glance
- Tasks: Lead and advise high-net-worth clients on tax strategies and business development.
- Company: Join a dynamic firm focused on growth and client relationships.
- Benefits: Flexible work options, generous holidays, enhanced parental leave, and wellness support.
- Other info: No dress code and opportunities for community volunteering.
- Why this job: Be part of a growing team making a real impact in clients' lives.
- Qualifications: Experience in private client tax and strong relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
About the role
What stands you apart from the rest? Outstanding communication? Acting with purpose? Thinking outside the box and taking the team and client on the journey with you? We are looking for a Private Client Tax Senior Manager to join us. You will be someone who has proven in delivering sound technical advice but also commercially focused with an eye on business development; creating your own channels and providing key direction to juniors. You’ll love building secure and trusted relationships with your portfolio of clients; building a real connection to understand what they want to achieve. Then advising them on how to get there with robust plans to follow through. You will have a passion for spotting opportunities to help our clients further and deepen your relationships. Future‑proofing the role of Private Client Tax, you’ll thrive at providing advisory work to our clients, typically HNW individuals, business owners and trusts. We have growth aspirations to significantly increase the size of the Private Client business and we want you to join us on that journey and be part of something special.
About you
As a successful Private Client Tax Senior Manager, you’ll have outstanding commercial acumen, always looking for ways to develop the team and business. Your drive to deliver the best alongside your determination for getting it right first time is what makes you stand out. Own it and back it! You will be…
- Experienced working within a Private Client/Personal Tax focused role, good at building and developing professional relationships with experience in running a team
- An awesome advisor, having your clients back to do the right thing
- A great communicator, excelling at building solid, trusting relationships (both internally and with clients)
Benefits
Things we offer:
- A flexible approach to work - balancing working from home, in office or with clients
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- No dress code – just "wear something!"
- A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
- Volunteering opportunities to work closer with local communities and charities
- Cooper Parry social/sports clubs
Equal opportunities
As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
Private Client Advisory Senior Manager in Derby employer: Cooper Parry
Join a dynamic and forward-thinking firm that prioritises your professional growth and well-being. With a flexible work approach, generous holiday entitlement, and a vibrant culture that encourages collaboration and innovation, you'll thrive as a Private Client Advisory Senior Manager. Our commitment to equal opportunities and community engagement ensures that you not only excel in your career but also make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Advisory Senior Manager in Derby
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We think you need these skills to ace Private Client Advisory Senior Manager in Derby
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Cooper Parry
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cooper Parry.
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