Are you looking to join a highly regarded private client team in a senior advisory role with real scope to lead relationships, develop new work and progress further.
Our client is a leading tax, accountancy and business advisory firm known for its high-quality, partner-led service and collaborative culture. This opportunity sits within a specialist Trusts and Family Office team and would suit an experienced Private Client Tax Senior Manager who enjoys advisory work, managing complex client relationships and helping drive future growth.
Responsibilities:
As a Private Client Tax Senior Manager, you will…
- Advise trustees, executors and family office clients on a broad range of private client tax matters.
- Manage the day-to-day delivery of a sizeable portfolio, including billing, delegation and work in progress.
- Oversee client service standards across your portfolio, ensuring work is delivered efficiently and to a high standard.
- Develop additional work from existing clients and contribute to wider business development activity
Requirements:
As a Private Client Tax Senior Manager, you will need…
- ACA, or CTA or equivalent professional qualification.
- Strong private client tax experience gained within a practice environment.
- Proven advisory experience across complex personal tax matters.
- Confidence managing a substantial portfolio and building long-term client relationships.
Benefits:
As a Private Client Tax Senior Manager, you will get…
- A clear path for progression, with mentoring and development tailored towards Director or Partner level.
- Hybrid and flexible working within a people-focused and collaborative environment.
- A competitive benefits package including pension, generous annual leave and wellbeing support.
- Access to a broad range of lifestyle benefits, financial support and colleague-led initiatives.
If you are a Private Client Tax professional looking for a role with more advisory exposure, stronger client ownership and a clear route for progression, apply now or get in touch for a confidential conversation.
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.