Private Client Manager for High Net Worth & Trusts

PwC UK; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading consulting firm in Greater London is seeking an experienced Private Client Manager to manage a diverse portfolio of high net worth individuals, trusts, and partnerships. The successful candidate will provide expert guidance on complex private client tax matters and mentor junior team members. This role requires strong organisational skills, exceptional communication abilities, and a proactive approach to client management, making it ideal for someone with a CTA or ACA qualification.

Benefits

Empowered flexibility

Private medical cover

24/7 access to a virtual GP

Six volunteering days a year

Qualifications

• Proven track record in a private client role with strong technical expertise in private client taxation.
• Highly organized with ability to manage multiple priorities and deadlines.
• Excellent communication and interpersonal skills to develop trusted relationships.

Responsibilities

• Manage a portfolio of high net worth individuals, Trusts, and Partnerships.
• Provide expert guidance on complex private client tax matters.
• Oversee the preparation of complex tax computations and returns.
• Support and mentor junior team members.

Skills

Private client taxation expertise

Client relationship management

Organisational skills

Communication skills

Problem-solving

Education

CTA/ACA qualification or equivalent experience

Job description

A leading consulting firm in Greater London is seeking an experienced Private Client Manager to manage a diverse portfolio of high net worth individuals, trusts, and partnerships. The successful candidate will provide expert guidance on complex private client tax matters and mentor junior team members. This role requires strong organisational skills, exceptional communication abilities, and a proactive approach to client management, making it ideal for someone with a CTA or ACA qualification.