Full job descriptionROLE
Private Client Manager
SALARY
£66,000 - £75,000 pa plus benefits
LOCATION
Hybrid role - 3 days a week in the Central London office, 2 days working from home
An exciting opportunity has arisen for an experienced Private Client Manager to join a well-established and growing professional services firm.
This role sits within a specialist Private Client team, supporting a diverse portfolio of high-net-worth individuals, trusts, estates and family office clients. The successful candidate will play a key role in delivering high-quality advisory and compliance services while managing client relationships and supporting junior team members.
THE ROLE
As a Manager within the Trusts and Family Office team, you will be responsible for:
*Managing your own portfolio of high-net-worth private clients, including trustees and executors, acting as their primary point of contact
*Overseeing and reviewing the annual compliance cycle, including trust and estate accounts and tax returns
*Drafting detailed and complex tax advisory reports for review by Directors and Partners
*Advising clients on a range of private client tax matters, including Capital Gains Tax (CGT), Inheritance Tax (IHT), domicile and residence issues, and the use of trust and company structures
*Working closely with Senior Managers, Directors and Partners on complex assignments where required
*Supporting business development activities, including assisting with proposals and client relationship development
*Identifying tax planning opportunities for clients and contributing to marketing and networking initiatives
CANDIDATE PROFILE
*Strong experience within private client tax, ideally in a professional practice environment
*Confident managing client relationships and acting as a key point of contact
*Strong technical knowledge across CGT, IHT and trust structures
*Experience working with senior stakeholders and contributing to advisory projects
*Commercially minded with an interest in business development
SALARY AND BENEFITS
£66,000 - £75,000 pa
*25 days annual leave increasing with service
*Flexible hours of work
*Excellent pension scheme
*Private medical insurance
*Life assurance (x4 pensionable salary)
*Extensive learning and development opportunities
*Employee benefits portal including vouchers and cashback on everyday purchases
*Regular social events!
*Payment of one professional subscription per annum
*Enhanced parental and family leave
CONTACT
Please apply now or reach out to Lisa Grimes for a confidential discussion