Senior Private Client Manager

3 weeks ago

Guildford, United Kingdom Warner Scott Recruitment Ltd Full time

An exciting opportunity has arisen within the Private Client Tax Advisory team of the Surrey office of this leading medium sized practice.
You will report into the Tax Partner and Senior Partner and be provided with a varied role which will embrace providing advisory and compliance services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.
Your principal focus will be to deliver tax planning and advisory services in relation to a range of clients which may include Non
- Dom and International clients, family office, offshore, Inheritance Tax, Trusts and Estate Planning. You will deliver a fullconsultative compliance and planning service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.
Specifically, your responsibilities will include the following:
*Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
*Involvement in any Revenue enquiry matters.
*Review client base and identify additional opportunities.
*Maintain regular communication with all clients and related 3rd parties
*Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees.
*Prepare budgets, complete work within budget and report to Partners on any variances from budget, ensuring that all assignments are carried out in a timely fashion and in accordance with the Firm's procedures.
*Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them.
*Any other ad hoc duties that may be required.
Ideally, you will be CTA qualified, possess a high level of technical advisory expertise and able to demonstrate relevant practical experience in Private Client Planning. In addition, you should be a strong communicator, both in person and with report writing,and be strong in building relationships, networking and developing business.
In return, you will be provided with a competitive package which includes an attractive suite of benefits, bonus, work flexibility and health and life insurance.In addition, you will be provided with a clear and structured career path, combined with a highlevel of support ,to enable you to advance to partnership.

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