Description

Our City office is looking for a Private Client Senior Manager to join their growing department. The role requires driving the delivery of personal tax advisory work, including writing reports and leading discussions with prospective and existing clients, as well as overseeing a team of junior staff responsible for day‑to‑day delivery of private client services across a diverse portfolio of individual clients. The position is client facing, demanding professional interaction with high net‑worth clients and other professional advisors, and requires strong technical skills and the ability to convey complex tax information to non‑experts.

Key Responsibilities

• Provide support to partners and directors in running the team and winning new work.
• Manage a portfolio of clients with multiple sources of earned and investment income.
• Drive delivery of technical advisory work on the portfolio.
• Handle advisory and comp...