Private Client Manager (Trusts and Family Office)

ROLE

Private Client Manager

SALARY

£66,000 - £75,000 pa plus benefits

LOCATION

Hybrid role - 3 days a week in the Central London office, 2 days working from home

An exciting opportunity has arisen for an experienced Private Client Manager to join a well-established and growing professional services firm.

This role sits within a specialist Private Client team, supporting a diverse portfolio of high-net-worth individuals, trusts, estates and family office clients. The successful candidate will play a key role in delivering high-quality advisory and compliance services while managing client relationships and supporting junior team members.

THE ROLE

As a Manager within the Trusts and Family Office team, you will be responsible for:

• Managing your own portfolio of high-net-worth private clients, including trustees and executors, acting as their primary point of contact
• Overseeing and reviewing the annual compliance cycle, including trust and estate accounts and tax returns
• Drafting detailed and complex tax advisory reports for review by Directors and Partners
• Advising clients on a range of private client tax matters, including Capital Gains Tax (CGT), Inheritance Tax (IHT), domicile and residence issues, and the use of trust and company structures
• Working closely with Senior Managers, Directors and Partners on complex assignments where required
• Supporting business development activities, including assisting with proposals and client relationship development
• Identifying tax planning opportunities for clients and contributing to marketing and networking initiatives

CANDIDATE PROFILE

• Strong experience within private client tax, ideally in a professional practice environment
• Confident managing client relationships and acting as a key point of contact
• Strong technical knowledge across CGT, IHT and trust structures
• Experience working with senior stakeholders and contributing to advisory projects
• Commercially minded with an interest in business development

SALARY AND BENEFITS

£66,000 - £75,000 pa

• 25 days annual leave increasing with service
• Flexible hours of work
• Excellent pension scheme
• Private medical insurance
• Life assurance (x4 pensionable salary)
• Extensive learning and development opportunities
• Employee benefits portal including vouchers and cashback on everyday purchases
• Regular social events!
• Payment of one professional subscription per annum
• Enhanced parental and family leave

CONTACT

Please apply now or reach out to Lisa Grimes for a confidential discussion