Private Client Portfolio Manager

A highly skilled Private Client Portfolio Manager is required to join the tax department of a leading professional services firm in Guildford. The successful candidate will have a strong background in tax, with a focus on managing private client portfolios.About the RoleManage a portfolio of private clients, ensuring their tax affairs are effectively...

About Our FirmMichael Page (UK) is a leading recruitment agency with a strong presence in Guildford. Our client, a highly-regarded professional services firm, has over 50 employees and provides exceptional services to a diverse range of clients.About the RoleWe are seeking an experienced Senior Tax Manager - Private Clients to join our client's team. The...

About Our FirmWe are a leading professional services firm with a strong commitment to excellence, dedicated to providing a wide range of services to a diverse portfolio of clients, including prominent names in business nationally and internationally.Job Summary:As a Tax Manager for Private Clients, you will provide expert tax advice to high net worth...

We are seeking an experienced Tax Senior to join our team at Hays Senior Finance. As a key member of our Private Client team, you will be responsible for managing a portfolio of over 500 clients and working closely with juniors and reporting to the manager.Key responsibilities include:Assisting in the management of the Private Client PortfolioWorking as a...

As a Client Portfolio Manager at Azets Group, you will have the opportunity to work with a diverse range of clients, each with their own unique challenges and goals.With an estimated salary of £55,000 - £75,000 per annum, this role offers a competitive package that reflects your expertise and experience.Key Responsibilities:Manage a portfolio of clients,...

Be-IT Ltd is seeking a highly skilled Tax Advisory Director to lead their Private Client team in Guildford. This role offers a competitive salary of £69,750 per year, agile working, and enhanced pension benefits.The ideal candidate will have a strong background in tax, with expertise in managing private client portfolios and leading teams. They will be...

Evelyn Partners Fund Solutions Limited is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

Unlock Your Financial Expertise with Evelyn Partners Fund Solutions LimitedWe are seeking a skilled Private Client Tax Assistant Manager to join our team at Evelyn Partners Fund Solutions Limited. As a leading integrated wealth management and professional services group, we offer a comprehensive range of financial and professional services to individuals,...

Role OverviewThis position involves providing comprehensive UK tax compliance and advisory services to a wide range of clients, including high-net-worth individuals (HNWIs), families, entrepreneurs, owner-managed businesses (OMBs), private equity, and trusts with diverse asset bases.The role includes managing a client portfolio, initially split between...

Evelyn Partners Fund Solutions Limited offers an exciting opportunity for a Financial Planning Manager - Private Clients. As a key member of our team, you will provide expert financial planning advice to high net worth individuals and families.In this role, you will be responsible for delivering comprehensive financial planning services, including cash flow...

Be-IT Ltd is seeking a seasoned Tax Senior Manager to lead their Private Client team in Guildford. This role offers a competitive salary of £67,500 per year, agile working, and enhanced pension benefits.The ideal candidate will have a strong background in tax, with expertise in managing private client portfolios and leading teams. They will be responsible...

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience. Our mission is to provide exceptional advice to individuals, family trusts, professional intermediaries, charities, and businesses.">We strive to deliver an award-winning service for our clients by employing the...

About Our Role">As a Senior Private Client Tax Consultant, you will play a key role in managing and overseeing a diverse portfolio of private clients, ensuring tailored tax planning and compliance.Our ideal candidate will have experience in a senior personal tax position, providing high-level technical advice on UK and international personal tax issues.The...

We are seeking a highly skilled Tax Services Manager to join our team at Pro-Tax. The successful candidate will have a proven track record of delivering high-quality tax services and excellent communication skills.About the RoleAs a Tax Services Manager, you will be responsible for managing a diverse portfolio of private clients, trusts, and partnerships....

Howells Consulting Ltd, a renowned private client tax firm, invites applications from highly skilled professionals to fill the position of Private Client Manager. The successful candidate will play a pivotal role in advising London and international HNW/UHNW individuals and families on complex personal tax matters.The ideal candidate will possess strong...

We are seeking a Private Client Lawyer to join our busy private client team in Guildford, Surrey. As a member of our team, you will work closely with HNW individuals on complex cases, providing exceptional client care and managing a varied caseload independently.This role presents a chance to grow your career in a friendly yet hardworking team environment....

Job DescriptionWe are looking for a Tax Senior to join our Private Client team in Guildford. As a senior member, you will assist juniors and report to the manager, while also assisting with onboarding new clients and client meetings.About the PositionThis is a full-time opportunity with a salary of £70,000 - £90,000 per annum, depending on experience. We...

Key Responsibilities:Work as a Private Client Solicitor or Legal Executive in a dynamic teamManage a steady workflow from an excellent client baseContribute to the growth and success of the firmRequirements:We are looking for an enthusiastic and capable individual with experience in Private Client law. The ideal candidate will have strong communication...

At QED Legal, we are expanding our Private Client team to provide exceptional services to our clients across Surrey. We are seeking a dedicated and enthusiastic individual with 2-5 years of post-qualification experience in a reputable firm to manage a varied caseload of Private Client matters, including Wills, Trusts, and Probate cases.Salary and BenefitsWe...

About the RoleThis is an exciting opportunity to join our private client team as a Partner, working closely with high net worth clients and their families. As a Trust and Estate Advisor, you will be responsible for managing complex estate planning, mental capacity issues, and cross-border matters.The Ideal CandidateMust have 8+ years of experience in private...