This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients.
* Location: Guildford
* Category: Management
* Type: Permanent
Key Duties (Including but not limited to):
* An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base.
* The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients – this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term.
* You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis.
* Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients.
* Educated to degree level, and/or CTA and/or ACA qualified or equivalent.
* Strong technical ability in the field of private client.
* Guide and supervise less experienced colleagues.
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