Private Client Tax Manager

Are you looking for the next step in your career? Ready to breakthrough into a firm where you are supported and trusted to work autonomously and take ownership of your own client portfolio?

This is an opportunity to work in Cooper Parry’s fastest growing team, supporting Founders of complex, captivating and stimulating fast-growth technology business and exited Founders and investors in our ecosystem with their personal tax affairs.

You will play a pivotal role in providing impeccable Private Client Tax services to our clients, whilst working closely with the later stage Tech & High Growth, Wealth Management and Corporate Finance teams.

Reporting into the Partner of Early Stage, you will be commercially focused and client-centric, taking the time to liaise with Private Clients to ensure that all relevant personal tax, investments, tax incentives and wealth management information is gathered seamlessly, and effective insight is provided for optimisation strategies that could improve their position.

A day in the life of a Private Client Tax Manager…

• Review annual affairs that impact the individual’s tax position
• Review and carry out analysis on future plans for the individual (and family) and scope out tax planning and wealth management strategies that could be implemented
• Prepare annual self-assessment returns
• Prepare annual P&L for income, gains, losses, costs through the tax year
• Work independently whilst mentoring junior members
• Be active within the market, attending events, meeting with potential clients and winning business for the Private Client Tax team
• Prepare collateral and marketing material for clients
• P&L owner for the Private Client Tax Service division

What you’ll need…

• Qualified member of an accounting body, specifically ACCA, ACA, ATT or CTA
• Experience in private client tax compliance & advice
• Experience in independently completing and filing self assessment tax returns for Private Clients
• Effective time-management as you will be managing multiple stakeholders and projects simultaneously
• Experience mentoring and guiding junior members of the team
• A great communicator who excels at building strong and trusting relationships
• Extensive tax preparation software knowledge would be ideal
• Experience in closing commercial quotes with clients and managing the successful onboarding of new clients

A bit about CP...

We’re no ordinary firm of accountants and business advisers. And this means we don’t give ordinary advice. We work with privately owned, not for profit and multi-national businesses across the UK to help them become more aware of their financial position, become more financially efficient, help them grow and much more.

We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK... and our vision is to continue.

In 2022 & already in 2023, we achieved some fantastic feats, and we couldn't be more over the moon!

• Partnered with Waterland Private Equity since July 2022, and are now on a lightning-fast growth journey
• Ranked No.1 in the Accountancy Age Mid-Tier Power Index
• Placed Top 3 in the mid-size category at the Inspiring Workplace Awards
• Achieved 13th overall at the Inspiring Workplace Awards, against all businesses of all sizes across Europe, Middle East & Africa
• Recently became B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow

What's in it for you...

We have always believed in trusting our people to make the right decisions for themselves. From how you dress, to where you work and how often you take holiday. We give our people the opportunity to work flexibly, as well as the trust and accountability to deliver.

We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:

• A streamlined, client-focused service free from unnecessary red tape
• Open holidays – take as much as you need
• No dress code - “Wear something!”
• A truly flexible approach to hybrid working
• Empowered and entrusted to do what you do best
• An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform

We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

A note for recruitment agencies…

Agencies, we love you… but unsolicited CV’s will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

If you would be interested in working with us – please send a message to careers@cooperparry.com, should we have anything we need additional support on we will reach out to you.