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Private Client Tax Manager
Cooper ParryPrivate Client Tax Manager providing expert tax advice to high-net-worth individuals and trusts. Build relationships and mentor junior team members while managing your own portfolio.
About the role
Key responsibilities & impact- Build secure and trusted relationships with your portfolio of high-net-worth individuals and trusts
- Provide expert tax advice and guidance to clients on a wide range of issues, including income tax, capital gains tax and inheritance tax
- Spot opportunities to help our clients further and deepen your relationships
- Provide advisory work to our high net worth individual and trust clients, working with a partner/senior manager
- Be comfortable providing multi-jurisdictional tax advice
- Review work, manage and mentor junior members of the team, providing guidance and support as needed
Requirements
What you’ll need- ATT qualified with experience working in a Private Client/Personal Tax focused role managing a portfolio of private clients
- Ideally CTA qualified
- Strong technical knowledge of UK tax laws and regulations, with experience in advising high-net-worth individuals and trusts
- A great communicator, with the ability to build strong relationships with clients and colleagues
- Have the ability to work independently and as part of a team, with strong organisational and time management skills
Benefits
Comp & perks- A flexible approach to work - balancing working from home, in office or with clients
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- No dress code – just “wear something!”
- A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
- Volunteering opportunities to work closer with local communities and charities
- Cooper Parry social/sports clubs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax adviceincome taxcapital gains taxinheritance taxmulti-jurisdictional tax adviceUK tax lawsadvisory work
Soft Skills
relationship buildingcommunicationmentoringorganizational skillstime managementindependenceteamwork
Certifications
ATT qualifiedCTA qualified