Client Handler Manager

PwC UK; City Of London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A leading financial services firm in the City of London is seeking an experienced Private Client Manager to manage a diverse portfolio of high net worth individuals. Responsibilities include providing expert tax guidance, overseeing compliance, and mentoring junior staff. Ideal candidates will have a proven track record in private client taxation and excellent communication skills. The firm offers flexible working arrangements and comprehensive benefits.

Benefits

Flexible working arrangements

Private medical cover

Access to a virtual GP

Volunteering days

Qualifications

• Proven track record in a private client role managing high net worth individuals.
• Capable of overseeing complex tax computations and returns.
• Ability to support and mentor junior team members.

Responsibilities

• Manage a diverse portfolio of high net worth individuals and Trusts.
• Provide expert guidance on complex private client tax matters.
• Engage with clients to anticipate their needs and deliver exceptional service.

Skills

Technical expertise in private client taxation

Client relationship management

Organisational skills

Communication and interpersonal skills

Problem-solving and attention to detail

Education

Professionally qualified (CTA/ACA/equivalent)

Job description

About the Role

We are looking for an experienced and driven Private Client Manager to play a key role in our expanding team. The successful candidate will be responsible for managing a diverse portfolio of High Net worth individuals, Trusts, and Partnerships acting as a trusted adviser in this area. This role requires strong technical expertise, exceptional organisational skills, and a proven ability to deliver end‑to‑end client service.

What your days will look like:

• Client Portfolio Management: Manage a portfolio of high net worth individuals, Trusts, Partnerships acting as their key point of contact and building strong, long‑term relationships.
• Technical Expertise: Provide expert guidance on complex private client tax matters.
• End‑to‑End Responsibility: Take ownership of client delivery, including compliance, ad‑hoc advisory work, billing and ensuring adherence to firmwide risk management procedures.
• Tax Compliance & Advisory: Oversee and review the preparation of complex tax computations and returns, while providing proactive advice on planning opportunities and wider tax issues.
• Team Development: Support and mentor junior team members, contributing to their professional development and enhancing the overall capability of the team.
• Client Interaction: Engage regularly with clients to anticipate needs, exceed expectations, and deliver exceptional service.

This role is for you if:

• Proven track record in a private client role with strong technical expertise in private client taxation, with proven experience managing similar client portfolios.
• Highly organised with the ability to manage multiple priorities and deadlines effectively.
• Excellent communication and interpersonal skills, with the ability to develop trusted relationships with clients and colleagues.
• A proactive problem‑solver with commercial awareness and attention to detail.
• Professionally qualified (CTA/ACA/ equivalent).

What you'll receive from us

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.