At a Glance
- Tasks: Lead complex private client advisory projects and manage long-standing client relationships.
- Company: Top 30 professional services firm with a strong reputation and collaborative culture.
- Benefits: Competitive salary, strong benefits, flexible hybrid working, and clear progression opportunities.
- Other info: Supportive leadership team committed to career development and diversity.
- Why this job: Join a growing team focused on high-quality advisory work with ambitious growth plans.
- Qualifications: Experience in private client tax advisory and strong relationship management skills.
The predicted salary is between 60000 - 80000 £ per year.
A Top 30 Firm is offering an exciting opportunity for an experienced Private Client Tax Advisory Senior Manager, or a promising manager ready to step up, to join a growing and highly respected team in Scotland.
This role offers the opportunity to work with a broad portfolio of HNWIs, landed estates, trusts, and entrepreneurial families while focusing on complex advisory-led work. Following a strategic split between compliance and advisory, the firm is investing heavily in its advisory capability and is looking for an experienced professional to help drive that growth.
About the Role- Lead on complex private client advisory projects across areas including Inheritance Tax, Trusts & Estates, succession planning, and shareholder transactions.
- Manage and develop long-standing client relationships while acting as a trusted adviser to HNWIs, family businesses, and landed estates.
- Support and mentor junior team members while playing a key role in the leadership and strategic direction of the Private Client team.
- Work closely with Partners and wider service lines to identify business development opportunities and deliver high-quality technical advice.
- Leading professional services firm with over 1,000 employees across the UK, Ireland, and the USA.
- Strong reputation within the mid-market, supporting private clients, owner-managed businesses, and entrepreneurial families.
- Collaborative and people-focused culture with genuine investment in career development and progression.
- Flexible and agile working environment with modern offices and a strong commitment to ESG and community initiatives.
- Opportunity to join a growing advisory-focused private client team of 50-60 people with significant investment and ambitious growth plans.
- Exposure to high-quality, complex advisory work with an established and loyal client base, working alongside an ex Big 4 Partner.
- Clear progression opportunities within a supportive and highly regarded leadership team.
- Competitive Senior Manager package, strong benefits offering, and flexible hybrid working.
Contact Victoria Walker on 0161 5297 109 or email victoria.walker@pro-tax.co.uk for a confidential discussion.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Advisory Senior Manager employer: PRO-TAX RECRUITMENT LIMITED
Join a leading professional services firm in Scotland that prioritises a collaborative and people-focused culture, offering significant investment in your career development as a Private Client Advisory Senior Manager. With a strong commitment to flexible working and ESG initiatives, you will have the opportunity to work on complex advisory projects for high-net-worth individuals while enjoying clear progression pathways within a supportive leadership team.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Advisory Senior Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, 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!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with complex advisory projects. Talk about your successes in managing client relationships and how you’ve mentored others. We want to see your passion for private client advisory work shine through!
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s recent projects and their approach to private client advisory. We recommend preparing some thoughtful questions to ask them too – it shows you’re genuinely interested and engaged.
✨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 love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Private Client Advisory Senior Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Tax Advisory role. Highlight your experience with HNWIs, trusts, and estates to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client advisory work and how your background makes you the perfect candidate for our growing team.
Showcase Your Leadership Skills:Since this role involves mentoring junior team members, don’t forget to mention any leadership experiences you have. We want to see how you can contribute to our collaborative culture!
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’re considered for this exciting opportunity!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on the key areas of private client tax advisory, especially Inheritance Tax, Trusts & Estates, and succession planning. Being able to discuss these topics confidently will show that you're not just familiar with the basics but are ready to tackle complex advisory projects.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed and developed long-standing client relationships in the past. Highlight your ability to act as a trusted adviser, especially for high-net-worth individuals and family businesses, as this is crucial for the role.
✨Demonstrate Leadership Potential
Since the role involves mentoring junior team members and contributing to the strategic direction of the team, be ready to discuss your leadership style and any previous experiences where you've led projects or teams. This will help illustrate your readiness to step into a senior manager position.
✨Align with Their Values
Research the firm's commitment to ESG and community initiatives. Be prepared to discuss how your values align with theirs and how you can contribute to their collaborative and people-focused culture. This shows that you're not just looking for a job, but a place where you can grow and make an impact.
