Sedulo

Private Client Director

Recruiter
Sedulo
Location
Leeds, West Yorkshire (GB) or Manchester or London or Liverpool
Salary
Dependent upon experience
Posted
09 Sep 2022
Closes
09 Oct 2022
Approved employers
Approved employer
Job role
Tax
Contract type
Permanent
Hours
Full time
Experience level
Manager

Our Mission

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

  • Working with our clients to transform their business and personal finances
  • Connecting and contributing to the business community in the cities we are located in
  • Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation Being a great place to work and develop your career

Role Purpose

Working closely with the Tax Partner you will be responsible for the creation of our Private Client department, taking the existing HNW clients from the tax compliance team and integrating them into a new private client team. In collaboration with our wealth team, the new private client team will deliver the very best service to our wealthiest clients and their families. The role could offer future partnership potential for the right candidate.

Role Objectives

  • Managing the private client team including; Overseeing the initial set up and roll out Designing & delivering the tax services (compliance and advisory) that form part of the overall service offering Recruiting and developing junior staff to assist in the service delivery
  • Working with the marketing team to develop a business development strategy to promote the service Working closely with the wealth team to coordinate a holistic service to the clients incorporating all aspects of financial advice
  • Working closely with other departments across Sedulo to ensure clients generally receive a world class financial advisory service  

 

Your knowledge, skills and experience

  • Qualified CTA / ACA / ACCA or equivalent Robust post qualifying experience in a private practice Private Client Tax environment
  • Technically strong with a passion for knowledge and the ability to think creatively
  • Confident in dealing with clients at all levels, great communicating skills with clients over the phone or in person Strong written communication skills to write reports when required
  • Excellent time management skills to ensure all deadlines are met
  • Organised and efficient Commercial outlook with an appetite to take on new challenges

 

What we offer

  • A company culture where we get results together, we give back together, we have fun together
  • A company recognised by Investors in People for our attitude and commitment to training and development A training and development plan tailored entirely to you with the opportunity to gain relevant professional qualifications A fast paced career with clearly defined career progression
  • An open plan workspace recognised by the likes of the BBC as one of the UK’s quirkiest offices, featuring an in-office bar and much more Healthcare benefits including cash back dental, optical and medical support, including alternatives therapies
  • Perks including free breakfast, afternoon tea and an annual Christmas trip abroad
  • All the usual advantages you would expect from a good employer, including your birthday off as a paid holiday

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