Private Client Assistant Manager

Pro-Tax; London; On-site; GBP 45,000 - 70,000; Full time

Job summary

A leading firm in London is seeking a professional for relationship management and advisory work with high-net-worth individuals. The role involves managing client relationships, contributing to team development, and collaborating with senior management. Candidates should possess relevant qualifications such as ACCA, ACA, or CTA, along with strong communication and interpersonal skills.

Qualifications

• Experience working with high-net-worth individuals.
• Ability to prioritize tasks effectively.
• Qualified by experience also accepted.

Responsibilities

• Manage confidential client relationships.
• Serve as a point of contact for clients.
• Collaborate closely with Partners in the Tax department.

Skills

Strong communication skills

Interpersonal skills

Discretion and confidentiality

Adaptable mindset

Education

ACCA, ACA, CTA qualification or equivalent

Job description

This role is suitable for individuals who are comfortable with, or seeking to transition into, relationship management and advisory work for high-net-worth individuals (HNWIs), potentially moving away from a compliance-heavy role.

Day-to-Day Responsibilities include but are not limited to:

1. Working directly with a team of managers, seniors, and trainees
2. Managing confidential client relationships
3. Serving as a point of contact for clients
4. Working on compliance and statutory reports
5. Collaborating closely with Partners in the growing Tax department
6. Contributing to the development and progression of your team, yourself, and the firm

Qualifications, Experience & Skills required:

• ACCA, ACA, CTA qualification, or equivalent, or qualified by experience
• Experience working with high-net-worth individuals
• Strong communication skills with a commercial approach to client management
• Ability to prioritize tasks effectively
• High levels of discretion and confidentiality
• Strong interpersonal skills and intuition to support team dynamics
• Forward-thinking and adaptable mindset

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As an employer, we are committed to ensuring the representation of people from all backgrounds, regardless of gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect that makes them unique. We welcome applicants from all backgrounds and encourage you to inform us if there are steps we can take to facilitate a comfortable recruitment process.