Morgan McKinley are working with a leading Top 10 firm with their search for a Private Client Services Assistant Manager within their Guildford office. This role would suit an ambitious Tax Senior who is looking to take the next step in their career or establish Assistant Manager who is looking to broaden their skill set and a larger firm.
Role Overview
This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. 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...