Private Client Manager
- Recruiter
- Michael Page
- Location
- Woking, Surrey
- Salary
- £50000 - £60000 per annum
- Posted
- 09 Aug 2024
- Closes
- 23 Aug 2024
- Ref
- JN -082024-6502168
- Contact
- Ryan Leggett
- Job role
- Tax
- Sector
- Accounting - Public practice
- Contract type
- Permanent
- Hours
- Full time
- Experience level
- Manager
The Private Client Manager will oversee a portfolio of clients, providing expert tax advice and planning.
Client Details
Our client is a well-established accountancy firm, boasting a workforce of over 25 staff. With a robust presence in Woking, they deliver outstanding services to a diverse range of clients.
Description
* Preparation of personal tax, trust and partnership tax returns
* Utilise knowledge and experience of offshore trusts and UK non-domiciled individuals (non-essential)
* Managing the work in progress (WIP) and billing on your portfolio
* Assist Partner on ad-hoc advisory projects
* Continue to build and maintain strong working relationships with clients
* Carry out work including CGT, ATED and IHT returns, and P11Ds
Profile
A successful Private Client Manager should have:
- ACCA/ACA/ATT or CTA qualification
- A proven track record in managing a portfolio of clients
- Strong skills in relationship management and business development
- Strong IT skills
Job Offer
- Circa £50,000 - £60,000 (DOE)
- The opportunity to work in a vibrant, professional environment
- The chance to collaborate with a dedicated team of professionals
- A role that offers the chance to make a real impact in the professional services industry