Private Client Advisory Manager - Hybrid & Tax-Savvy

ICAEW; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Contributory pension

25 days annual leave

Life Assurance

Flexible benefits

Job summary

Saffery LLP in London is seeking a collaborative Manager to join the Private Client team. You will support partners to deliver accounting, tax and related advisory services for high-net-worth individuals and their entities.

You will manage large family groups, oversee compliance across trusts, companies and partnerships, mentor junior staff and contribute to training. CTA and STEP/ACA preferred; 3+ years private client experience.

Qualifications

• CTA qualified with potential STEP/ACA
• Excellent interpersonal and organisational skills essential
• 3+ years of broad private client experience, including capital tax work

Responsibilities

• Manage large family groups and coordinate accountancy, tax and related services for HNW/UHNW individuals and entities
• Oversee delivery of all advice and compliance for clients and associated entities (companies, trusts, partnerships)
• Support partners with ad hoc projects including restructuring and succession planning
• Liaise with external contacts and intermediaries, build strong client relationships
• Mentor junior team members and contribute to internal private client training

Skills

Interpersonal skills

Organisational skills

Teamwork

Commercial awareness

Education

CTA qualification

STEP/ACA preferred

Job description

Saffery LLP in London is seeking a collaborative Manager to join the Private Client team. You will support partners to deliver accounting, tax and related advisory services for high-net-worth individuals and their entities.

You will manage large family groups, oversee compliance across trusts, companies and partnerships, mentor junior staff and contribute to training. CTA and STEP/ACA preferred; 3+ years private client experience.