HNWI Private Client Advisory Senior Manager / Associate Director

Boutique Firm

Midlands

About the Firm

An established and growing accountancy and advisory practice is seeking an experienced Senior Tax Adviser to join its expanding tax team. The firm provides high‑quality tax and advisory services to private clients and owner‑managed businesses, with growth, technical excellence and client outcomes at the core of its approach.

The role offers the opportunity to work from modern offices in either in the Midlands or Leeds, within a collaborative and supportive environment that values professional development and technical depth.

The Role

This position focuses primarily on personal tax planning and structuring projects, including Inheritance Tax planning, the use of trusts, Family Investment Companies and bespoke succession solutions. You will take responsibility for overseeing complex tax pr...