Private Client Manager

SHORTS; Sheffield; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player seeks a proactive tax advisor to provide commercial advice to high-net-worth individuals. This key role involves developing client relationships, leading meetings, and managing projects from start to finish. Ideal for someone looking to enhance their career while maintaining a balanced work-life dynamic. The firm offers a supportive environment where you can grow and shape the future of the department, with opportunities to mentor junior staff and engage with various stakeholders. Join a progressive team that values your contributions and well-being.

Benefits

Core hours policy

Flexible lunch hours

Car parking

TOIL for overtime

25 days holiday

Extra holiday after 5 years

Ability to buy additional holiday

Enhanced parental leave

Support for mental health

Employee assistance program

Qualifications

• Demonstrable experience in providing tax advice to Private Clients.
• Experience with Wills and Trusts preferred, training available.

Responsibilities

• Provide commercial tax advice and manage client portfolios.
• Lead meetings, scope projects, and deliver work on time.
• Develop relationships with referrers and support junior team members.

Skills

Technical ability in Private Client space

Interpersonal skills

Ability to influence others

Attention to detail

Ability to work under pressure

Ability to manage workload

Education

CTA qualification

STEP qualification

Job description

Role Overview

To provide proactive and commercial tax advice to Private Clients of the firm, developing relationships (with clients, internal and with referrers), lead meetings, identify opportunities, scope for projects on a commercial basis, and provide good quality, technically sound advice.

This role is a key part of a busy and successful team and will play a vital role within the team, developing more junior members of the team where appropriate.

The individual must be very organised, hardworking, and have the ability to confidently deal with team members, Partners and be a self-starter. There will be a requirement for the role to be office-based to be able to embed themselves in the team and be able to respond to events as they unfold.

The role would suit someone who is looking to take the next step in their career. An individual who is looking for a more manageable work life balance, interested in working for HNW individuals, including Trusts and possibly Estates work. The role would be ideal for someone who is looking for an opportunity to help shape the future of the department.

Key Responsibilities

• Provide good quality, commercial, and value added tax advice to Private Clients of the firm
• Field opportunities that come in through partners, Directors, the website and others.
• Ultimately lead meetings, scope projects, and deliver work to budget and on time
• Undertake client work for your allocated portfolio of clients. Portfolios will be reviewed from time to time to take account of incoming/exiting clients
• Manage projects from start to finish
• Support the Partners and Directors with the management of the department, the processes and delivery of work
• Support the Private Client team (and other members of the firm, as appropriate) with technical skills, management skills, marketing, networking etc.
• Reviewing ‘complex’ tax returns as prepared by the tax compliance team
• Resolving ad hoc queries from the tax compliance and financial services teams
• Review work of others, as required
• Develop relationships with potential referrers in the professional community, including banks, lawyers, local authorities, property professionals and others
• Lead with Will instructions (if possible, depending on experience)
• Ensure technical knowledge is kept up to date
• Encourage ‘one tax team’ and ‘one firm’ approach to client work
• Take a lead in the development of junior members of the team and help them to gain technical and practical experience of relevant tax issues

Skills/Experience/Qualifications

• Demonstrable technical ability in the Private Client space
• CTA, STEP or other relevant qualification preferred
• Ability to deal with private clients, identify opportunities, agree fees and deliver work
• Experience of working with Wills and Trusts (although training can be provided)
• Ability to influence others
• Ability to work well under pressure
• Ability to prioritise and manage own workload and that of others
• Excellent attention to detail and the ability to maintain accuracy
• Excellent interpersonal skills.
• Ability to communicate effectively at all levels.

Our Perks

Those who work for Shorts, can expect all the stuff you would normally expect from a really progressive form, and lots more besides

• Core hours policy (7.5 hours per day, working between 08:00 and 18:00).
• The ability to take up to two hours for lunch.
• Car parking
• Overtime (we hardly work any!) to be taken back as TOIL.
• Holidays start at 25 days or pro-rata equivalent.
• Extra 1 day holiday after 5 years’ service and thereafter to a maximum extra 5 days.
• Ability to buy up to five days holiday or pro-rata equivalent.
• Enhanced maternity/paternity/adoption leave.
• A fair and sympathetic sickness policy.
• Access to Mental Health First Aiders with ongoing associated support.
• Employee assistance program for counselling services, medical support, and perks through PAYCARE

If you have any questions then don't hesitate to contact our Talent Acquisition Manager, Laura Collins, via LinkedIn.