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Financial manager
Private Client Manager

Private Client Manager

IPS Group

Posted 3 days ago, valid for 17 days

Chesterfield, Derbyshire S41 0AP

Full Time

Retirement Plan

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Sonic Summary

We are seeking a Private Client Manager / Senior Manager for a growing accountancy firm in Sheffield.
The role involves managing a diverse portfolio of private clients and providing tailored tax planning and advisory services.
Candidates should be CTA qualified (or ACA/ACCA with strong private client tax experience) and have a proven track record in personal tax advisory and compliance.
The salary for this position ranges from £50,000 to £60,000, and experience mentoring or managing junior staff is preferred.
The firm offers hybrid working options, generous holiday allowance, and support for professional qualifications among other benefits.

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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