Top 6 Private Client Senior Manager – Midlands

Our client is a well known, prestigious Top 6 firm renowned for delivering exceptional private client tax compliance and advisory services to a diverse clientele, including regional, London, and international clients. Our success stems from providing high-quality advice, fostered by building strong client relationships and gaining a thorough understanding of their businesses.

Role Overview:

Joining our Private Client team, you will play a pivotal role in providing comprehensive tax compliance and advisory services to our valued private clients. Your focus will extend to entrepreneurial individuals and businesses in the private equity and alternative funds sector. While prior knowledge of these industries is not mandatory, a familiarity with trusts will be beneficial in this role.

Responsibilities:

• Offer holistic tax advice to private clients, emphasising entrepreneurial individuals and businesses in the private equity and alternative funds space.
• Lead complex compliance work, advisory projects, and drive new business development initiatives.
• Assist in delivering technical training and knowledge sharing for the wider practice, contributing to the professional growth of the team.
• Collaborate with Directors/Partners in the group’s management, opening opportunities for career advancement.
• Make your growth our priority as you demonstrate your skills, and we’ll support you in reaching new heights.

Why join:

At our firm, we celebrate individuality and recognise and value your contributions to the business. You will be appreciated for being yourself as we nurture an inclusive and diverse environment.

We are committed to promoting agile working, ensuring a healthy work/life balance, and maintaining strong connections with the firm and your team while delivering top-quality service to your clients.

With our help, you can achieve your personal goals and career ambitions. We offer programs, resources, and frameworks that provide clarity and structure around career development.

Candidate prerequisites:

• The ability to provide clear, concise, and practical tax advice.
• Strong technical proficiency in private client tax, particularly advising entrepreneurial individuals and their personal/family structures on their overall tax position. Experience in providing trust, estate, and charity advice to high net worth individuals would be advantageous.
• The ability to maintain an in-depth, up-to-date knowledge of taxation.
• A keen interest in developing specialist knowledge in the taxation of private equity executives and a general ability and desire to deal with complex tax issues.
• Experience in senior stakeholder management and project and team management.
• Demonstrable success in managing a substantial client portfolio, delivering compliance services, and providing strategic advice.
• An inquisitive nature, capable of identifying opportunities to enhance our client offering.
• CTA and/or ACA qualified or equivalent professional qualifications.

To apply:

Please contact Sally McIntyre-Brown on 0207 332 2452 or on sallymcintyrebrown@brewermorris.com for a confidential chat and more information

Please note our advertisements use PQE/salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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