Private Client Tax Manager

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? Based in our Reading and London Offices, this is an ideal role if you are looking for an opportunity that will provide broad exposure to compliance and advisory projects, work with an array of brilliant clients, scope to progress and lots of fun along the way.

You will…

• Build secure and trusted relationships with your portfolio of high-net-worth individuals and trusts
• Provide expert tax advice and guidance to clients on a wide range of issues, including income tax, capital gains tax and inheritance tax
• Spot opportunities to help our clients further and deepen your relationships
• Provide advisory work to our high net worth individual and trust clients, working with a partner/senior manager
• Review work, manage and mentor junior members of the team, providing guidance and support as needed

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. The role will also be designed to help you grow and develop through your career journey. With access to a wide range of knowledge to help push yourself further - from Managers to Partners, the team are always happy to support you.

About you... At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.

In addition to those core values, as the next Private Client Tax Manager, you will be proven in delivering sound technical advice on advisory projects, with strong leadership skills as you provide key direction to juniors. 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…

• ATT qualified with experience working in a Private Client/Personal Tax focused role managing a portfolio of private clients
• Ideally CTA qualified
• Strong technical knowledge of UK tax laws and regulations, with experience in advising high-net-worth individuals and trusts
• A great communicator, with the ability to build strong relationships with clients and colleagues
• Have the ability to work independently and as part of a team, with strong organisational and time management skills

About us... We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run-of-the-mill advice. We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape. That’s how we’ve become the fastest-growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels.

Over the last couple of years alone, we’ve achieved some fantastic feats:

• Best Companies’ 1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
• Became B Corp Certified in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Came No.3 overall at the Inspiring Workplace Awards in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for Inspiring Culture and Purpose, Wellbeing, Employee Voice and Employee Experience

What’s in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like:

• A flexible approach to work - balancing working from home, in office or with clients
• A generous holiday entitlement
• An enhanced parental leave policy
• 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

Feeling supported and welcomed is such a big part of bringing your whole self to work. 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. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.