Private Client Manager

Role :

• Deliver high-quality, commercially focused, and value-added tax advice to the firm’s Private Clients
• Respond to new business opportunities originating from Partners, Directors, the firm’s website, and other channels
• Take ownership of client meetings, project scoping, and ensure timely and budget-conscious delivery of work
• Oversee projects from initiation to completion, ensuring effective execution and client satisfaction
• Assist Partners and Directors with departmental management, process improvements, and work delivery oversight
• Provide technical and managerial support to the Private Client team and wider firm, contributing to marketing, networking, and business development efforts
• Review complex Trust tax returns with precision and attention to detail
• Provide timely and accurate responses to ad hoc queries from the tax compliance team and other departments
• Review and quality check work prepared by colleagues, as required
• Build and maintain strong relationships with external referrers, including banks, solicitors, local authorities, and property professionals
• Where relevant, lead on Will instruction matters depending on experience and expertise
• Stay current with evolving tax legislation and technical knowledge
• Promote a collaborative approach across departments, supporting the ‘one tax team’ and ‘one firm’ ethos
• Mentor and support the development of junior team members, helping them build both technical knowledge and practical experience
• Serve as a role model within the firm, demonstrating professionalism, integrity, and leadership
• Undertake any additional responsibilities or tasks as requested by the firm
• Proactively contribute ideas for personal development and continuous improvement within the firm
• Represent the firm with the highest standard of professionalism in all client and professional interactions

Skills & Experience :