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Senior Private Client Manager & Tax Advisory

PwC

City Of London

Hybrid

GBP 50,000 - 70,000

Full time

13 days ago

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Job summary

A global professional services firm is seeking an experienced Private Client Manager to manage a diverse portfolio of high net worth individuals and partnerships. This role requires strong technical expertise in private client taxation, excellent communication skills, and the ability to manage multiple priorities. You will provide comprehensive client service and support the development of junior team members. The position offers a flexible working environment and a competitive benefits package.

Benefits

Flexible working hours
Private medical cover
24/7 access to a virtual GP
Six volunteering days per year

Qualifications

  • Proven track record in a private client role with strong expertise in private client taxation.
  • Highly organised with ability to manage multiple priorities.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Manage a portfolio of high net worth individuals and partnerships.
  • Provide expert guidance on complex private client tax matters.
  • Take ownership of client delivery and compliance.

Skills

Private client taxation expertise
Client portfolio management
Communication skills
Organisational skills
Problem-solving skills

Education

CTA/ACA or equivalent qualification
Job description
A global professional services firm is seeking an experienced Private Client Manager to manage a diverse portfolio of high net worth individuals and partnerships. This role requires strong technical expertise in private client taxation, excellent communication skills, and the ability to manage multiple priorities. You will provide comprehensive client service and support the development of junior team members. The position offers a flexible working environment and a competitive benefits package.
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