Client Handler Manager

About the Role

We are looking for an experienced and driven Private Client Manager to play a key role in our expanding team. The successful candidate will be responsible for managing a diverse portfolio of High Net worth individuals, Trust and Partnerships acting as a trusted adviser in this area. This role requires strong technical expertise, exceptional organisational skills, and a proven ability to deliver end-to-end client service.

• Client Portfolio Management:
  Manage a portfolio of high net worth individuals, Trusts, Partnerships acting as their key point of contact and building strong, long-term relationships.
• Technical Expertise:
  Provide expert guidance on complex private client tax matters.
• End-to-End Responsibility:
  Take ownership of client delivery, including compliance, ad-hoc advisory work, billing and ensuring adherence to firmwide risk management procedures.
• Tax Compliance & Advisory:
  Oversee and review the preparation of complex tax computations and returns, while providing proactive advice on planning opportunities and wider tax issues.
• Team Development:
  Support and mentor junior team members, contributing to their professional development and enhancing the overall capability of the team.
• Client Interaction:
  Engage regularly with clients to anticipate needs, exceed expectations, and deliver exceptional service.

• Proven track record in a private client role with a strong technical expertise in private client taxation, with proven experience managing similar client portfolios.
• Highly organised with the ability to manage multiple priorities and deadlines effectively.
• Excellent communication and interpersonal skills, with the ability to develop trusted relationships with clients and colleagues.
• A proactive problem-solver with commercial awareness and attention to detail.
• Professionally qualified (CTA/ACA/ equivalent).

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.