Private Client Manager

Buckley Consulting LLP; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An expanding small practice is seeking a dedicated manager to join their team, focusing on a diverse portfolio of individual and trust clients. This role offers the opportunity to develop a specialization in tax and trusts while collaborating with knowledgeable colleagues on complex cases. The firm promotes a hybrid working policy and encourages continuous professional development, making it an ideal environment for those looking to advance their careers. With a strong emphasis on growth, this position promises to be both rewarding and challenging, providing ample opportunities for progression and professional growth.

Benefits

Continuous Professional Development

Support for Additional Qualifications

Career Progression Opportunities

Qualifications

• Experience in managing tax compliance for individual and trust clients.
• Strong advisory skills for complex tax and trust matters.

Responsibilities

• Manage and review compliance for a portfolio of individual and trust clients.
• Engage in interesting advisory projects related to tax and trusts.

Skills

Tax Compliance

Advisory Skills

Client Management

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.