Private Client Senior Manager Coventry

This is a rare opportunity to join a truly independent and organically grown firm with big ambitions and no external investors, private equity backing, or corporate noise. Having grown from an acorn to an oak tree, this practice has built its presence steadily, prioritising people, quality, and client care above all else. With strong leadership, a loyal client base, and a reputation for technical excellence, the firm is now looking to appoint a senior-level personal tax specialist to help shape the future of the Private Client function. For the right person, there is a clear line of sight to Partnership - offering genuine ownership and long-term opportunity.

The Role

You'll provide strategic support to the senior leadership and take ownership of a varied portfolio of private clients, including high-net-worth individuals, family businesses, trusts and estates. With a strong focus on advisory and structuring work, this is an opportunity to step away from pure compliance and become an integral part of the firm's future direction. As well as leading on client delivery, you'll play a key role in developing the tax team, mentoring junior colleagues, and helping to grow the firm's presence across the region.

Key Responsibilities:

• Independently manage a portfolio of private clients, trusts, and business owners, providing proactive tax advice tailored to each client's needs and goals.
• Advise on a broad spectrum of tax matters including inheritance tax, capital gains tax, estate planning and income tax strategies.
• Act as a senior escalation point for the team, offering technical guidance and overseeing the resolution of complex tax issues.
• Deliver and review complex personal tax returns, ensuring technical accuracy and compliance.
• Lead and develop the Personal Tax team, providing hands-on mentoring, training and performance oversight.
• Identify opportunities for business growth and contribute to marketing and networking initiatives.
• Engage with clients at a senior level, building strong relationships based on trust and insight.
• Support the leadership team in shaping and executing the firm's tax strategy.

Person Specification

Essential:

• CTA and/or ACA/ACCA qualified (or equivalent)
• Strong experience within private client tax
• Excellent technical understanding of UK personal tax legislation
• Track record in managing diverse client portfolios and complex advisory work
• Proven team leadership experience
• Comfortable engaging with clients, intermediaries, and internal teams at a senior level
• Commercially minded with a genuine passion for helping clients navigate their personal tax matters

Desirable:

• STEP or Probate Practitioner qualification
• Familiarity with CCH personal tax software

Why This Role?

• Coventry-based with flexible hybrid working options
• Genuine opportunity to progress to Partner in the medium to long term
• A supportive, independently grown firm with no PE interference - your impact will be visible and valued
• Work with a team of experienced, passionate professionals who love what they do
• Highly competitive salary and benefits package
• Primarily advisory-focused client base

If you're a private client tax professional ready for more influence, less red tape, and a meaningful leadership opportunity with a long-term path to Partner, let's have a conversation.

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.