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Private Client Senior Manager - Well-Established Practice

Posted 24 January by AJ Chambers Easy Apply Ended

A well-established private client practice is looking for a Private Client Senior Manager. This role is perfect for an experienced and well-rounded individual to join a practice with a portfolio of client ranging from UHNW individuals to UK/offshore trusts. They are located in the lively Covent Garden, close to both Holborn and Covent Garden tube stations.

The Role

  • Assisting with the management of the private client team
  • Responsible for the management and delivery of work on their portfolio, including billing, delegation and monitoring work in progress
  • Drafting detailed technical reports, including reviewing and presenting the computational aspects
  • Coaching junior members of the team to develop their advisory skills
  • Advising private clients about their tax affairs
  • Providing an efficient, client-focused and proactive service to meet the needs of private clients
  • Identifying tax planning opportunities and being able to convey the potential rewards and risks to clients
  • Developing new work from existing clients, identifying new opportunities, attending meetings, building good working relationships with clients and colleagues
  • Working with Partners/team members on complex technical assignments
  • Ensuring that the company’s risks are managed appropriately
  • Developing a network of referrers to win additional private client work
  • Liaising with HMRC in relation to client matters
  • Dealing with enquiries from HMRC

The Candidate

  • ACA or CTA qualified, or able to demonstrate the appropriate level of experience
  • Technically strong - able to undertake advisory work as well as oversee and review tax compliance for private clients
  • Experience delivering a wide range of private client tax planning and advisory services
  • Able to work independently
  • Can demonstrate leadership potential and management experience
  • A "can do" attitude and willingness to tackle a range of client issues
  • Excellent written and verbal communication skills
  • Can work effectively to deadlines

For further information on this Private Client Senior Manager role, please apply directly or contact Leon Maulguet at AJ Chambers.

Required skills

  • CTA
  • Tax Advisory
  • Tax Compliance
  • Private Client Tax
  • UHNWI

Reference: 33544580

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