Private Client Manager

JR United Kingdom; Chesterfield; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A well-established accountancy firm in Sheffield seeks a Private Client Manager / Senior Manager for a key role in managing a diverse portfolio of private clients. The ideal candidate will be CTA qualified with a strong background in tax advisory, client management, and experience mentoring junior staff. This role offers a competitive salary, hybrid working options, and professional development support.

Benefits

Generous Holiday Allowance Increasing with service

Study Support: Full support for professional qualifications

Enhanced Pension Scheme: Employer contributions above the standard

Private Medical Insurance: Including mental health and well-being support

Annual Bonus Scheme: Recognising individual and team contributions

Career Progression: Clear pathways for development and promotions

Qualifications

• CTA qualified or ACA/ACCA with strong private client tax experience.
• Proven track record in personal tax advisory and compliance.
• Experience mentoring or managing junior staff.

Responsibilities

• Managing a diverse portfolio of private clients.
• Providing tailored tax planning and advisory services.
• Overseeing compliance work ensuring accuracy and efficiency.

Skills

Client management skills

Tax advisory

Mentoring

Education

CTA qualified

ACA/ACCA qualified

Job description

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We are recruiting for a Private Client Manager / Senior Manager to join a well-established and growing accountancy firm in Sheffield. This is a great opportunity for an experienced tax professional to take on a key role, managing a diverse portfolio of private clients and providing high-quality tax advice.

The Role:

• Managing a portfolio of private clients, including high-net-worth individuals and business owners
• Providing tax planning and advisory services tailored to client needs
• Overseeing compliance work, ensuring accuracy and efficiency
• Developing and maintaining strong client relationships
• Supporting and mentoring junior team members

About You:

• CTA qualified (or ACA/ACCA with strong private client tax experience)
• Proven track record in personal tax advisory and compliance
• Strong client management skills and commercial awareness
• Experience mentoring or managing junior staff

Benefits of Working at This Firm:

• Salary: £50,000 - £60,000
• Hybrid & Flexible Working Options to balance office and remote work
• Generous Holiday Allowance Increasing with service
• Study Support: Full support for professional qualifications
• Enhanced Pension Scheme: Employer contributions above the standard
• Private Medical Insurance: Including mental health and well-being support
• Annual Bonus Scheme: Recognising individual and team contributions
• Career Progression: Clear pathways for development and promotions

IPS Finance has 45 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long-term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.

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