Private Client Manager
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What you'll do
- Manage a varied portfolio of high-net-worth individuals
- Oversee personal tax compliance
- Deliver bespoke advisory work across Income Tax, Capital Gains Tax, Inheritance Tax, Trusts and residency matters
- Lead and develop a talented team
- Review work
- Support technical projects
- Build trusted client relationships
What they're looking for
- Legal right to work in the UK
- Appropriate amount of practical relevant UK tax experience
- ACA/ACCA/CA qualification
- Strong practice experience
- Excellent technical knowledge
Nice to have
- CTA qualified
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join a highly regarded private client team advising some of the region’s most successful entrepreneurs, business owners and high-net-worth individuals. Working closely with a Partner, you’ll manage a varied portfolio, oversee personal tax compliance and deliver bespoke advisory work across Income Tax, Capital Gains Tax, Inheritance Tax, Trusts and residency matters. You’ll also lead and develop a talented team, review work, support technical projects and build trusted client relationships. CTA qualified (preferred) or ACA/ACCA/CA, you’ll bring strong practice experience, excellent technical knowledge and a collaborative approach, with a genuine passion for delivering outstanding client service.
C3805
Please note that only those applicants who have a legal right to work in the UK and have an appropriate amount of practical relevant UK tax experience will be considered for this Private Client Manager role. Additionally, candidates who are already registered with us will be automatically considered for this North East-based role.
Company
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