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Private Client Manager

JR United Kingdom

Chesterfield

Hybrid

GBP 50,000 - 60,000

Full time

Today
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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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