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Private Client Manager

Sector: Tax & Treasury

Location: Central London

Type: Permanent

Ref: BBBH71635_1743096148

Salary: £65000.00 - £70000.00 per annum

Private Client Manager



Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people?


Do you want to join an award-winning firm that strives for excellence and success for our clients, our people and our business?


We have partnered with a leading tax, accountancy and business advisory client founded on integrity and technical expertise, who are looking to expand their team.


Our clients' values ensure an excellent level of service to all their valued clientele through a fantastic team of high-quality individuals who can combine personal integrity with outstanding technical expertise & their ethos supports this with the business.



We are seeking an experienced Private Client Manager to join our clients dynamic team. In this role, you will provide expert tax advice and compliance services to high-net-worth individuals, families, and private businesses. You will be responsible for managing complex tax affairs, ensuring compliance, and advising on tax-efficient strategies. Provide expert advisory support to the clientele. You will also be involved in leading and providing mentorship to the junior tax professionals within the team.


Experience and education requirements:



  • Qualified Tax Professional - CTA/ATT/ACA/ACCA or equivalent

  • Extensive experience gained within a professional services firm, including strong experience in private client tax, trusts, and estate planning etc.

  • Excellent knowledge of UK tax laws and HMRC regulations

  • Proven ability to build and maintain client relationships

  • Strong acumen with analytical skills with attention to detail, and have the ability to manage multiple projects in a fast-paced environment


If you are a tax professional with a passion for private client work and a track record of success, we would love to hear from you!


 

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