Private Client Manager

Buckley Consulting LLP; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading consulting firm in London seeks a Manager to handle a diverse portfolio of individual and trust clients. The role involves managing compliance and engaging in exciting advisory projects. An ideal candidate is an ACA looking to specialise in tax and trusts, working in a supportive and hybrid environment with opportunities for progression.

Benefits

Hybrid working policy

Support for professional qualifications

Opportunities for career progression

Qualifications

• Experience in managing portfolios of individual and trust clients.
• Familiarity with compliance and advisory projects.
• Interest in developing tax/trust specialism.

Responsibilities

• Manage and review compliance for individual and trust clients.
• Engage in advisory projects for a diverse client base.

Education

ACA qualification

Job description

This very successful and expanding small practice has a strong tax bias and a client base of UHNW, HNW, landed estates, trusts, significant family groups and non-domiciled individuals.

The team is looking to bring an additional manager on board to handle a portfolio of individual and trust clients. You will manage and review all associated compliance and get involved in a whole range of really interesting advisory projects.

The role would particularly suit an ACA looking to further develop a tax/trust specialism by working with friendly and knowledgeable colleagues on interesting and complex clients.

The firm has a hybrid working policy, actively encourages CPD and will support additional professional qualifications. There is plenty of scope for progression as the firm enters a really exciting period of growth.