Role details

Private Client Manager

Banbury   •   £40,000 - £50,000   •  Permanent

Bullet points

  • Private Client Manager - Top 100 Accountancy firm
  • Banbury

About Our Client

Top 100 Accountancy firm based in Banbury

Job Description

Private Client Manager

  • To provide exceptional levels of service to the clients of the Tax and Wealth Planning Department who are primarily Private Clients but many have business interests including limited companies and LLPs set up for tax reasons. All service must be on a cost effective & timely basis.
  • Manage the Tax and Wealth Planning Department to meet departmental objectives through planning, Complete staff appraisal, monitoring and effective delegation, utilising the skills and knowledge within the existing team and sourcing additional knowledge. Providing feedback (good and bad!) and training as required.
  • Reviewing Tax work performed by more junior staff. Including corporate and unincorporated clients.
  • Assisting the Private Client Partner in controlling WIP within the Department by progressing work to completion/ billing point swiftly. Liaising with partners re WIP and raising bills/ assisting as required.
  • Developing knowledge of clients and their businesses so as to become their point of contact on day-to-day matters.
  • Seeking to gain experience/ progress the role and the roles of the team by seeking to take more advanced work from the partners and delegating more routine work to others, thereby aiding cost-effectiveness and adding to interest/ training of all within the Department.
  • Assist the Private Client Partner with creating and delivering solutions for our high net worth individual clients. This would involve proactive tax planning delivering a unique benefit to existing and potential clients, truly adding value to our clients businesses and individual wealth.

The Successful Applicant

  • In depth Personal Tax and Capital Taxes knowledge
  • Knowledge of Tax return production software and their uses and benefits. Specifically Sage Tax
  • Solid MS Office products knowledge
  • Pro-active management skills, resulting in high performance teams.
  • Strong marketing and business development skills
  • Strong active listening skills

What's on Offer

Private Client Manager - Competitive

Apply for this job

Click the Apply or LinkedIn button below or contact Anna-Marie Tucker on +44 1865 208 780 quoting job reference 13708263
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