Private Client Manager

TN United Kingdom; Derby; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Tax Advisory professional to join their dynamic Private Client department. This role offers the chance to manage a diverse portfolio of clients, providing tailored solutions in tax planning and advisory services. With a focus on high-net-worth individuals, you will collaborate with a skilled team dedicated to optimizing tax positions and navigating complex tax landscapes. The firm emphasizes personal growth, offering a flexible working environment and generous benefits, making it an ideal opportunity for those passionate about making a significant impact in their field.

Benefits

Flexible Working Environment

Generous Leave Entitlement

Kudos Reward Scheme

Life Assurance

Retail Discounts

Health Cashback Services

Qualifications

• 2-3 years of advisory experience with high-net-worth individuals.
• Strong technical understanding of tax regulations.

Responsibilities

• Oversee private client tax returns and identify tax-saving opportunities.
• Supervise and mentor junior staff while providing tax planning services.

Skills

Tax Advisory

Client Portfolio Management

Communication Skills

Technical Tax Knowledge

Education

ATT/CTA Qualification

ACCA Qualification

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 Advisory professional 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 prestigious 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 qualification
• 2-3 years of advisory experience
• 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, as embodied in our Kudos Reward Scheme.
• The firm’s Partners are actively invested in employee development, supporting and championing your professional growth.
• 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 the 12th biggest firm by UK fee income in the Accountancy Age Top 50+50.

PKF International

As an active member of PKF International, we are part of a large global network of legally independent accounting firms. Located in the five fastest-growing global markets, with a presence in 150 countries, we operate across many jurisdictions. PKF provides a comprehensive range of services, sharing expertise and resources globally to better serve our clients with personalized services and connectivity.

What's in it for you?

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

• A flexible working environment that empowers you to perform at your best, with policies like dress for your diary and hybrid working during probation (subject to manager discretion)
• Generous leave entitlement: 25 days annual leave plus statutory holidays, option to reduce hours for more leave, your birthday off, and the possibility of a sabbatical for long-serving employees
• Recognition through our Kudos Reward Scheme
• Regular social events and annual away days to engage with colleagues
• Bonus referral schemes for introducing new talent or clients
• Additional benefits like life assurance, retail discounts via the Rewards Scheme, and cashback on healthcare services through Healthshield

How to apply?

If you believe you have what we’re looking for, apply now! Even if you don’t meet 100% of the criteria, we encourage you to apply. Please upload your CV and cover letter through our job portal.

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

Please note, we cannot accept applications from candidates requiring a visa to work in the UK. No agency applications unless directly contacted.