Private Client Manager

IPS Group; Chesterfield; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A well-established accountancy firm in Sheffield is looking for a Private Client Manager / Senior Manager. This role involves managing a portfolio of private clients with a focus on tax advisory and compliance. Candidates should be CTA qualified or ACA/ACCA with substantial private client experience. The firm offers a hybrid working model, generous benefits, and clear career progression opportunities.

Benefits

Generous Holiday Allowance

Enhanced Pension Scheme

Private Medical Insurance

Annual Bonus Scheme

Study Support

Qualifications

• Proven track record in personal tax advisory and compliance.
• Experience mentoring or managing junior staff.

Responsibilities

• 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.

Skills

Client management skills

Commercial awareness

Education

CTA qualified

ACA/ACCA with strong private client tax experience

Job description

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:

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

About You:

1. CTA qualified (or ACA/ACCA with strong private client tax experience)
2. Proven track record in personal tax advisory and compliance
3. Strong client management skills and commercial awareness
4. 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.