Our client is a market-leading CA firm committed to delivering exceptional value to their clients. The Private Client team provides comprehensive tax advice to high-net-worth individuals, partnerships, global families, UK and offshore trusts, and entrepreneurial businesses.
Role Overview:
The firm are seeking a highly motivated and experienced Private Client Manager to join their growing UK team. The ideal candidate will have a proven track record of advising clients on complex tax matters and a passion for delivering exceptional client service.
Responsibilities:
- Develop and maintain strong relationships with high-net-worth individuals, families, trusts, and entrepreneurial businesses
- Provide expert tax advice across a range of areas, including personal tax, capital gains tax, inheritance tax, and international tax
- Manage a diverse portfolio of client engagements, ensuring timely and accurate delivery of services
- Collaborate with other teams within the firm to provide holistic solutions to clients' needs
- Stay up-to-date with the latest tax legislation and industry trends
Qualifications and Experience:
- ACA and/or CTA qualified, or overseas equivalent
- Extensive experience in advising high-net-worth individuals and families on complex tax matters
- Experience of working with international clients would be highly advantageous
- Strong project management and communication skills
- Proven ability to build and maintain strong client relationships
Benefits:
- Up to £65,000 (DOE) + Bonus + Benefits
- Flexible and Hybrid working options (3 office days per week)
- Opportunities for professional development and growth
- Collaborative and supportive work environment
- Opportunity to work with clients from across the UK and beyond
If you are a talented and driven Private Client Manager looking for a challenging and rewarding career, we encourage you to apply. Contact Lynsey Kerr on 07960 874 969 or lynsey@lusona.co.uk