Private Client Services Assistant Manager / Manager – 28411

The Emerald Group; Guildford; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an Assistant Manager to join their Private Client Services team in Guildford. This role offers a unique opportunity to provide comprehensive UK tax compliance and advisory services to a diverse client base, including high-net-worth individuals, families, and private equity firms. As part of a dynamic team, you will lead the management of client portfolios, ensuring top-notch service delivery while also engaging in business development initiatives. This is a fantastic chance to leverage your expertise in tax and advisory services within a supportive environment that fosters professional growth and development.

Qualifications

• Educated to degree level with CTA/ACA qualification or equivalent.
• Strong technical ability in private client services.

Responsibilities

• Lead/support the expansion of the Private Client Services team.
• Manage a portfolio of clients focusing on advisory and compliance.

Skills

UK tax compliance

advisory services

business development

portfolio management

supervisory skills

Education

Degree level education

CTA qualification

ACA qualification

Job description

This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients.

• Location: Guildford
• Category: Management
• Type: Permanent

Key Duties (Including but not limited to):

• An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base.
• The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients – this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term.
• You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis.
• Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients.
• Educated to degree level, and/or CTA and/or ACA qualified or equivalent.
• Strong technical ability in the field of private client.
• Guide and supervise less experienced colleagues.