In the role of Private Client Senior Manager, you’ll take ownership of a portfolio of clients, leading on complex, advisory-led engagements while also playing a key role in developing the team and contributing to wider business growth.
 
This is a role for someone who enjoys winning work, delivering it, developing others, and seeing the impact of their work first-hand.
 
Responsibilities include:
  • Lead and deliver high-quality private client advisory work across areas such as IHT, CGT, trusts, estates, and succession planning
  • Take full ownership of client relationships, acting as a trusted advisor on complex matters
  • Build and maintain a strong presence in the market, identifying opportunities and generating new business
  • Manage and oversee multiple projects, ensuring work is delivered efficiently and to a high standard
  • Take responsibility for reviewing and signing off complex compliance work where required
  • Work closely with colleagues across different teams and locations to deliver joined-up client solutions
  • Mentor and develop junior team members, supporting their progression into advisory-focused roles
  • Take the lead on client engagements from initial opportunity through to delivery, billing, and ongoing relationship management
  • Contribute to the growth and direction of the wider private client team, sharing knowledge and best practice
  • Establish yourself as a trusted technical voice, both internally and externally
 
Requirements:
  • A strong background in private client tax within practice
  • Professionally qualified (CTA, ACA/CA, ATT, STEP or similar)
  • Proven experience delivering advisory work — not just compliance
  • Comfortable managing multiple projects and working at pace
  • Experience leading or mentoring more junior team members
  • Strong communication skills and confidence working directly with clients
  • Commercial mindset with the ability to identify and develop new opportunities
  • Ability to work independently and take ownership of work from start to finish
  • Exposure to international tax matters (Desirable)
  • Knowledge of Irish Capital Taxes (CGT/CAT) and UK interaction
Would you like to know more? Get in touch with us for a confidential chat.