Senior 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

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