Talent.com
This job offer is not available in your country.
Private Client Senior Manager

Private Client Senior Manager

SHORTSChesterfield, England, United Kingdom
19 days ago
Job type
  • Full-time
Job description

Overview

Private Client Senior Manager role at SHORTS Chartered Accountants, Chesterfield, England, United Kingdom. This position focuses on providing tax advisory services to High Net Worth Individuals (HNWIs), Trusts, and Estates within a collaborative, supportive environment.

About Shorts

Shorts is a long-established, independent firm of accountants and business advisers with offices in Chesterfield and Sheffield. We’ve been supporting ambitious businesses and individuals across the region for over 130 years. We pride ourselves on delivering outstanding client service, with specialist expertise in Tax, Corporate Finance, Audit, and Private Client work. Our people are at the heart of what we do, which is why we invest in a culture of collaboration, continuous development, and flexibility.

About the Role

We’re looking for a driven Senior Manager to provide advice to our Private Clients. This role supports Partners, mentors junior staff, and delivers technically sound advice with a personal touch. You’ll work closely with clients, internal teams, and professional referrers—managing projects from start to finish while adding value.

If you thrive under pressure, enjoy juggling priorities, and want to work in a supportive and successful environment, we’d love to speak with you.

What You’ll Be Doing

  • Provide high-quality tax advice to Private Clients, including HNWIs, Trusts, and Estates
  • Lead meetings, scope projects, and manage delivery end-to-end
  • Support Partners and Directors with departmental strategy and operational excellence
  • Build and maintain relationships with external referrers
  • Mentor and develop junior team members
  • Keep technical skills sharp and share knowledge across the team
  • Contribute to Wills and Estates work (experience beneficial but not essential)

What We’re Looking For

  • CTA, STEP or other relevant qualification preferred
  • Strong technical knowledge in Private Client
  • Experience with Trusts, Estates, IHT planning
  • Confident, commercially aware, and client-focused
  • Able to influence and collaborate at all levels
  • Excellent attention to detail and time management
  • Proactive, self-motivated, and a team player

    • Why Join Shorts?

    At Shorts, we genuinely care about our people. Here’s a taste of what we offer :

  • True work-life balance – Extended core hours policy, minimal overtime, and flexibility
  • Free parking & TOIL (Time Off in Lieu for extra hours)
  • 25 days holiday + buy / sell up to 5 more + extra for long service
  • Enhanced maternity / paternity / adoption leave
  • Ongoing training and development support
  • A people-first, collaborative culture with long-term career progression
  • Get in touch with Laura Collins , our Talent Acquisition Manager, right here on LinkedIn or via email at laura.collins@shorts.uk.com .

    • Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Accounting / Auditing
  • Finance
  • Strategy / Planning

    • Industries

  • Accounting
  • Trusts and Estates
  • Financial Services

    • We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    #J-18808-Ljbffr

    Create a job alert for this search

    Private Client Manager • Chesterfield, England, United Kingdom