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Private Client Assistant Manager

A Top 20 practice are looking to add an ambitious, driven Assistant Manager to their Private Clients Tax team.


It's a growing department, with plenty of progression and a complex and interesting portfolio of OMBs and UHNWIs.


They're asked me to treat this a with a degree of confidentiality, so for more specific details just get in touch, a brief overview is below.

  • Manage a client portfolio
  • Assiting with Business winning and on-boarding new clients
  • Liasing with directors and partners to prepare client proposals
  • Liasing with HMRC on client's behalf
  • Proactive client relationship building
  • Reviewing work of junior staff members


Requirements

  • Private Client experience in Practice
  • ACA/CTA qualifed
  • Strong communication/rapport building skills

This is a really exciting opportunity so please do apply if you'd like to hear more