Exciting Opportunity: Private Client Manager / Senior Manager Tax Advisor
Location: Chesterfield (Hybrid)
Hours: Monday to Friday, 9:00 AM - 5:00 PM
Salary: £45,000 - £70,000 per annum (dependent on experience)
Perks: Enjoy 33 days of holidays and a plethora of amazing benefits!
Francesca's Recruitment Ltd is thrilled to partner with a prestigious client in Chesterfield to bring you this incredible opportunity. Are you a driven and passionate Private Client Manager / Senior Manager looking for your next big career move? Your perfect role awaits!
Why You'll Love This Role:
1. Proactive and Commercial Focus: Provide top-tier tax advice to private clients, helping them achieve their financial goals.
2. Collaborative Environment: Build and nurture relationships with clients, team members, and professional referrers.
3. Leadership Role: Lead meetings, identify opportunities, scope projects, and offer technically sound advice.
4. Career Growth: Be an integral part of a successful team, mentoring junior members and shaping the department's future.
Your Key Responsibilities:
1. Deliver high-quality, commercial tax advice to private clients.
2. Identify and capitalize on opportunities from partners, directors, and other sources.
3. Lead meetings, scope projects, and deliver work on time and within budget.
4. Manage projects from start to finish, ensuring successful delivery.
5. Support the department's management, processes, and work delivery.
6. Provide technical guidance and mentorship to the Private Client team.
7. Review complex Trust tax returns and resolve ad hoc queries.
8. Cultivate relationships with potential referrers within the professional community.
9. Lead Will instructions (depending on experience).
10. Stay updated with technical knowledge and promote a 'one tax team' approach.
11. Guide junior team members in technical and practical tax issues.
12. Act as a role model within the firm and share innovative ideas for continual development.
Essential Skills and Experience:
1. Demonstrable technical expertise in the Private Client space.
2. CTA, STEP, or other relevant qualifications preferred.
3. Proven experience working with private clients, identifying opportunities, agreeing on fees, and delivering exceptional work.
4. Ability to excel under pressure and manage both your workload and that of others.
5. Impeccable attention to detail and commitment to accuracy.
6. Strong interpersonal and communication skills at all levels.
7. Experience with Wills and Trusts (training can be provided).
8. Ability to influence others and demonstrate strong leadership.
Additional Information:
1. Confidentiality: Always maintain confidentiality and adhere to company policies and procedures.
2. Equality and Diversity: Support and promote an environment of inclusivity and equality.
3. Health and Safety: Adhere to health and safety procedures and ensure personal and others' safety.
4. Customer Focus: Place customers' needs and expectations at the heart of all that we do.
5. Learning and Development: Participate in learning and development opportunities for personal and firm growth.
6. Quality of Work: Strive for high standards of professionalism and quality in all work outputs.
Ready to Elevate Your Career? If you're passionate about private client management and meet the above criteria, we want to hear from you!
How to Apply: Submit your CV to Francesca's Recruitment Ltd and take the next step in your professional journey.
Transform your expertise into a rewarding career.
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