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Private Client Senior Manager

Private Client Senior Manager

  • Location

    London, England

  • Sector:

    Personal Tax

  • Type:

    Permanent

  • Salary:

    Up to £90000 per annum

  • Contact:

    Chris Barnett

  • Contact Email:

    chris.barnett@pro-tax.co.uk

  • Salary:

    90000

  • Salary:

    0

  • Reference:

    BH 33083

  • Published:

    2 months ago

  • Expiry Date:

    2019-03-13

Private Client Senior Manager - London - up to £90,000

This is an exciting opportunity for a well-rounded and experienced individual to join an established private client practice with a portfolio of quality clients ranging from UNHW and OMBs to non-doms and all types of UK/offshore trusts and foundations. This individual must be technically strong and be interested in working on a range of client matters. This private client expert will assist in the management if the private client team as well as being responsible for the management and delivery of work on their portfolio.

The role

  • Assisting the head of private clients with running the private client team from a staffing perspective
  • Drafting detailed technical reports, including reviewing and presenting the computational aspects to accompany such advice
  • Coaching more junior members of the team to develop their advisory skills
  • Advising private client's connection with their tax affairs
  • Providing an efficient, client focussed and proactive service to meet the needs of private client
  • Identifying tax planning opportunities and being able to convey the potential rewards and risks to clients and prospects
  • Developing new work from existing clients, identifying opportunities, attending meetings, building good working relationships with clients and colleagues by putting your advisory skills to good use
  • Working Partners on complex technical assignments
  • Managing day to day client portfolio including billing, delegation and monitoring work in progress
  • Ensuring that the company's risk are managed appropriately
  • Developing a network of referrers in order to win additional private client work
  • Liaising with HMRC in relation to client matters and dealing with enquiries

Requirements

  • Capability to work independently at Director level and demonstrate leadership ability
  • Experience of delivering a wide range of private client tax planning and advisory services
  • ACA, CTA qualified or able to demonstrate the appropriate level of experience

What next?

For more information about this Private Client Senior Manager role, please get in contact with Chris Barnett on 0207 123 5059 or chris.barnett@pro-tax.co.uk

The Pro-Recruitment Group consists of five distinct brands: Pro-Tax, Pro-Legal, Pro-Finance, Pro-HR and Pro-Marketing.