Our client, a well-established chartered accountants, based in Central London, are currently looking for a private client manager to assist with the oversight of the private client team, as well as manage their own portfolio of clients. A very strong remuneration package is available to the right candidate.
Job Role
The role will mainly consist of assisting the management of the private client tax team, however you will also be responsible for managing your own portfolio of clients, providing advisory services.
Responsibilities
- Coaching more junior members of the team to develop their advisory skills
- Assisting the head of private clients with running the private client team from a staffing perspective
- Working with partners/team members on complex technical assignments
- Acting as mentor and appraiser for more junior members of the team
- Drafting detailed technical reports, including reviewing and presenting the computational aspects to accompany such advice
- Managing day to day client portfolio including billing, delegation and monitoring work in progress
- Advising private clients in connection with their tax affairs
- Identifying tax planning opportunities and being able to convey the potential rewards and risks to clients and prospects
- Providing an efficient, client focussed and proactive service to meet the needs of private clients
- Developing a network of referrers in order to win additional private client work
- Developing new work from existing clients, identifying new opportunities, attending meetings, building good working relationships with clients and colleagues and putting advisory skills to good use
- Ensuring that the company’s risks are managed appropriately
- Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC
The Candidate
- ACA qualified, CTA qualified (or equivalent experience)
- Experience of delivering a wide range of private client tax planning and advisory services
- Ability to prioritise, supervise and develop staff
- Capable of working independently at Director level and demonstrates leadership ability and management experience
- Technically strong – able to undertake advisory work as well as oversee and review tax compliance for private clients
If you are interested in this private client director role, please apply directly or contact Leon Maulguet at AJ Chambers
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