Manager (Advisory)

Role Overview

We are looking for a bright and enthusiastic Senior Manager to work within our Tax Advisory Team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, family offices, and trusts. You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm’s business development initiatives.

Responsibilities

• Manage a portfolio of clients and deliver excellent tax advice.
• Lead client engagements and liaise with specialist teams (corporate tax, accounts, audit, payroll) to ensure timely delivery.
• Ensure deliverables are prepared within the set time frame.
• Provide advisory services on tax‑efficient wealth structuring, trusts, estate planning and succession planning.
• Mentor junior team members, providing technical guidance and performance feedback.
• Manage client relationships, budgeting, invoicing and ad‑hoc queries.
• Pursue opportunities to grow the private‑client practice through referrals, networking and contributing to pitches.

Qualifications

• Professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience.
• Proven track record of leading engagements with high-net-worth and ultra-high-net-worth families.
• Strong tax technical expertise, including advising international/non-dom clients.
• Leadership abilities and a team‑oriented, flexible personality.
• Excellent interpersonal, organisational and client‑management skills.
• Ability to manage deadlines, run multiple projects concurrently and use own initiative.
• Commercially minded with a clear perception of client requirements.

Benefits

• 35‑hour working week with a hybrid working policy; up to three days per week from home (core hours 10‑4).
• Contributory pension scheme.
• 25 days annual leave.
• Life assurance cover.
• Flexible benefits and family‑friendly policies.
• Eligibility for the firm’s profit‑sharing plan (paid in December).
• Discretionary bonus scheme.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. Our ED&I strategy, Everyone Belongs, builds an equitable culture of inclusion.

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