Private Client Advisory Senior Manager
Taxation About the role
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 a chance 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.
About the Firm
- 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.
Why Should You Be Interested?
- 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.
Your tasks
Lead complex private client advisory projects and manage client relationships.
Your profile
Experience in private client tax advisory and strong leadership skills.
What's also included
Competitive salary, flexible working, and career development opportunities.
Tech stack & ways of working
Private Client Advisory Senior Manager employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
Your perspectives
Join a growing team focused on high-quality advisory work with ambitious growth plans.
StudySmarter Expert Advice
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 Taxation, 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!
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 Taxation'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 Taxation. 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 Taxation!
How to prepare for a job interview at Taxation
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 Taxation.
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 Taxation. It helps to show our commitment!
