Private Client Manager (Trusts and Family Office)

<ul> <li>ROLE :&nbsp;Private Client Manager</li> <li>SALARY : &pound;66,000 - &pound;75,000 pa plus benefits</li> <li>LOCATION: Hybrid role - 3 days a week in the Central London office, 2 days working from home</li> </ul> <p>&nbsp;</p> <p>An exciting opportunity has arisen for an experienced Private Client Manager to join a well-established and growing professional services firm.</p> <p>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.</p> <p><strong>THE ROLE</strong></p> <p>As a Manager within the Trusts and Family Office team, you will be responsible for:</p> <ul> <li>Managing your own portfolio of high-net-worth private clients, including trustees and executors, acting as their primary point of contact</li> <li>Overseeing and reviewing the annual compliance cycle, including trust and estate accounts and tax returns</li> <li>Drafting detailed and complex tax advisory reports for review by Directors and Partners</li> <li>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</li> <li>Working closely with Senior Managers, Directors and Partners on complex assignments where required</li> <li>Supporting business development activities, including assisting with proposals and client relationship development</li> <li>Identifying tax planning opportunities for clients and contributing to marketing and networking initiatives</li> </ul> <p><strong>CANDIDATE PROFILE</strong></p> <ul> <li>Strong experience within private client tax, ideally in a professional practice environment</li> <li>Confident managing client relationships and acting as a key point of contact</li> <li>Strong technical knowledge across CGT, IHT and trust structures</li> <li>Experience working with senior stakeholders and contributing to advisory projects</li> <li>Commercially minded with an interest in business development</li> </ul> <p><strong>SALARY AND BENEFITS</strong></p> <p>&pound;66,000 - &pound;75,000 pa</p> <ul> <li>25 days annual leave increasing with service</li> <li>Flexible hours of work</li> <li>Excellent pension scheme</li> <li>Private medical insurance</li> <li>Life assurance (x4 pensionable salary)</li> <li>Extensive learning and development opportunities</li> <li>Employee benefits portal including vouchers and cashback on everyday purchases</li> <li>Regular social events!</li> <li>Payment of one professional subscription per annum</li> <li>Enhanced parental and family leave</li> </ul> <p><strong>CONTACT</strong></p> <p>Please apply now or reach out to Lisa Grimes for a confidential discussion</p>