Private Client Manager

TN United Kingdom; Ashbourne CP; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player seeks an experienced Tax Advisor to join their thriving Private Client department. This role is pivotal in the firm's growth strategy, offering the chance to work with high-net-worth individuals and manage a diverse portfolio of clients. The ideal candidate will have a strong background in tax advisory, an ATT/CTA qualification, and a passion for delivering tailored solutions. Join a dynamic team that values collaboration and personal growth, and make a significant impact while enjoying a flexible working environment and a range of benefits.

Benefits

Flexible Working Environment

25 Days Annual Leave

Kudos Reward Scheme

Social Events

Referral Bonuses

Life Assurance

Retail Discounts

Healthcare Cashback

Qualifications

• Possess ATT/CTA qualification and 2-3 years of advisory experience.
• Strong technical understanding of tax and excellent communication skills.

Responsibilities

• Oversee a portfolio of private client tax returns, including trusts and estates.
• Identify tax-saving opportunities to optimize clients’ tax positions.
• Supervise and mentor junior staff in tax advisory.

Skills

ATT

CTA

ACCA

Tax Advisory

Communication Skills

Education

ATT/CTA Qualification

2-3 Years Advisory Experience

Job description

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PKF Smith Cooper is the home of PKF in the Midlands. Our clients are at the heart of everything we do, and it’s our job to help them thrive by creating successful, longstanding relationships.

Location: Derby or Ashbourne

Contract: Full-time (37.5 Hours)

Salary: Dependent on experience

Are you an experienced Tax Advisor looking for a new role within a thriving Private Client department?

This role will play a key part in our firm’s ambitious growth plans to double in size over the next five years. If you want to be part of a firm where you can make a significant impact, this is the perfect opportunity for you!

This is an exciting opportunity to join a highly skilled team that collaborates with a diverse portfolio of clients, delivering expert support in cash extraction planning, capital gains tax, and the taxation of trusts and estates. You will also be responsible for managing your own portfolio of clients as well as supporting junior staff.

In this role, no two clients or days will be the same, making it ideal for a tax advisory expert eager for a new challenge at a top 12 accountancy firm.

The ideal candidate will possess an ATT/CTA qualification and have at least 2 to 3 years of advisory experience, particularly with high-net-worth individuals. We are looking for someone passionate about providing tailored solutions and navigating complex tax landscapes to help clients achieve their financial goals.

The important work you will be doing:

• Oversee a portfolio of private client tax returns, including trusts, estates, partnerships, and high-net-worth individuals
• Identify tax-saving opportunities to optimize clients’ tax positions
• Work with the tax partner and senior manager to provide tax planning and advisory services related to inheritance tax, capital gains tax, and income tax
• Review personal, trust, and estate tax returns, and other work prepared by junior staff
• Supervise and mentor junior staff

The skills and experience you will bring:

• ATT, CTA, or ACCA Qualified
• 2-3 years working in advisory
• Strong technical understanding of tax
• Excellent written and verbal communication skills

Why PKF Smith Cooper?

• Our company culture, built on our values – Engage, Empower, and Excel – encourages initiative, personal growth, and collaboration. Every team member is appreciated and celebrated; a notion embodied in our Kudos Reward Scheme.
• Partners actively support and champion your professional development and progression.
• We work with ambitious businesses across various sectors, so no two jobs are the same.
• We are multi-award-winning accountants and business advisors, ranked 12th in the UK by fee income in the Accountancy Age Top 50+50.

PKF International

As part of PKF International, a large global network of independent accounting firms, we operate in 150 countries, providing a wide range of services with local expertise and global connectivity.

What’s in it for you?

Our benefits are designed around our people and values. As part of Team PKF Smith Cooper, you can expect:

• A flexible working environment with hybrid options during probation
• 25 days of annual leave plus bank holidays, the option to reduce hours for extra leave, and your birthday off
• Recognition and rewards through our Kudos Reward Scheme
• Social events and annual away days
• Referral bonuses for introducing new talent or clients
• Additional benefits including life assurance, retail discounts, and healthcare cashback

How to apply?

If you believe you are suitable, please upload your CV and cover letter via our job portal. Even if you do not meet all criteria, we encourage you to apply.

For questions, contact the People team at email[emailprotected] or call 01332 332021.

Note: We cannot accept applications requiring a visa to work in the UK. No agency applications unless contacted directly.