Private Client Advisory Manager

Saffery Llp; United States; Hybrid; USD 94,000 - 148,000; Full time

Benefits offered by this job

35 hour working week (hybrid)

Pension scheme

25 days annual leave

Life Assurance

Flexible benefits

Profit-sharing plan

Discretionary bonus

Job summary

Saffery LLP in London seeks a collaborative Manager for its Private Client team to oversee complex private client matters for high-net-worth individuals and entities. The role supports partners and directors, delivering accounting, tax and related services with a client-centric approach.

The successful candidate will have at least 3 years of private client experience, CTA qualification (STEP/ACA preferred), and strong leadership and relationship-building skills to manage a demanding portfolio

Qualifications

• 3+ years broad private client experience.
• Experience with capital tax work is advantageous.
• Ability to manage a demanding portfolio and report to multiple stakeholders.

Responsibilities

• Manage large family groups and coordinate services for HNW/UHNW individuals and entities.
• Oversee delivery of accounting, tax and related services and compliance for clients and entities.
• Mentor junior team members and contribute to internal training.
• Liaise with external contacts and intermediaries and build client relationships.

Skills

Private client experience

Team leadership

Mentoring

CTA qualified

STEP/ACA preferred

Education

CTA qualified

STEP/ACA qualification preferred

Job description

We are looking for a collaborative and enthusiastic Manager to work within our Private Client team. This role will be based within the Private Client team in London, which provides a wide range of strategic advisory and family office services to private clients and their associated entities. The successful candidate will support partners and directors to provide outstanding client service and deliver accounting, tax and other support.

• Manage large family groups and coordinate the provision of accountancy, tax and other services for HNW and UHNW individuals and entities. Candidates should ideally have a broad background in private client matters.
• Oversee the delivery of all aspects of advice and compliance for those clients, and all associated entities, such as companies, trusts and partnerships.
• Support partners with ad hoc projects, including restructuring and succession planning. Be familiar with family investment companies, trusts and landed estates.
• Liaise proactively with external contacts and intermediaries, in addition to building strong client relationships.
• Mentor junior team members, reviewing their work and contributing to internal training on matters relevant to private clients.

The team

The Private Client team is a close-knit, collaborative group of specialists dedicated to helping individuals and families navigate complex matters relating to individual and business affairs. Combining deep technical expertise with a personal approach, we work together to deliver practical advice and outstanding client service. Joining the team offers the opportunity to work on rewarding and intellectually stimulating assignments while developing your career alongside experienced and supportive colleagues.

The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach and can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements. Candidates should be CTA qualified with a preference to also hold an additional STEP/ACA qualification (but this is not essential). The successful candidate will possess at least 3 years of broad private client experience, ideally including capital tax work. The candidate will need to have experience in managing a demanding portfolio with a range of clients, reporting to multiple stakeholders simultaneously. The firm will provide training and support to help develop the successful candidate's specialist knowledge and capabilities.

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm. When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people. As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale. Equality, Diversity & Inclusion Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top., Saffery is a partner-led and people-focused firm of chartered accountants, tax and business advisers. Since 1855, we've built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. As a proud member of Nexia, a worldwide network of trusted member firms, we've got access to local insight on a global scale. We pride ourselves on our informal and inclusive culture, building an environment where people can be themselves and enjoy challenging, interesting, rewarding careers. When you work with Saffery, the well-respected accountancy firm where heritage meets ambition, you work with people who know your name. Who know you as a human being, not just a job title. Everyone belongs here. Always.

Reward and benefits

• A 35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
• Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
• Eligibility for the firm's Profit-Sharing Plan. Paid in December.
• Eligibility for the discretionary bonus scheme.