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Private Client Manager

Private Client Manager

PKF Smith Cooper7 Compton St, Ashbourne, United Kingdom
24 days ago
Job type
  • Full-time
Job description

Location : Derby or Ashbourne

Contract : Full-time (37.5 Hours)

Salary : Dependent on experience

Are you an experienced Tax Advisory and looking for a new role within a thriving Private Client department?

This role will play a key part in our firm’s ambitious growth plans to double in size over the next five years. If you want to be part of a Firm where you can make a significant impact, this is the perfect opportunity for you!

This is an exciting opportunity to become part of a highly skilled team that collaborates with a diverse portfolio of clients, delivering expert support in cash extraction planning, capital gains tax, and the taxation of trusts and estates. You will also be responsible of managing your own portfolio of clients as well as supporting more junior members of staff.

In this role, no two clients or days will be the same, making it perfect for a tax advisory expert eager for a new challenge at a prestigious top 12 accountancy firm.

The ideal candidate will possess an ATT / CTA qualification and have at least 2 to 3 years of advisory experience, particularly with high-net-worth individuals. We are looking for someone who is passionate about providing tailored solutions and navigating complex tax landscapes to help clients achieve their financial goals.

The important work you will be doing :

  • Oversee a portfolio of private client tax returns, including trusts, estates, partnerships and high net worth individuals
  • Identify tax-saving opportunities to optimise client’s tax positions
  • Work with the tax partner and senior manager to provide tax planning and advisory services in relation to Inheritance tax, capital gains tax and income tax.
  • Review personal and trust and estate tax returns and other work prepared by junior staff
  • Supervise and mentor junior staff

The skills and experience you will bring :

  • ATT, CTA or ACCA Qualified
  • 2 / 3 years working in advisory
  • Strong technical understanding of tax
  • Strong excel skills
  • Strong written and verbal communicator

    • Why PKF Smith Cooper?

  • Our company culture, built on our values – Engage, Empower and Excel – encourages initiative, personal growth, and collaboration. Every team member is appreciated and celebrated; a notion embodied in our Kudos Reward Scheme.
  • The firm’s Partners, who remain actively invested in the development of employees, will both support and champion your professional development and progression.
  • We work with ambitious businesses of different sizes across a variety of sectors, so no two jobs are the same.
  • We are multi-award-winning accountants and business advisors, ranked the 12th biggest firm by UK fee income in the Accountancy Age Top 50+50.

    • PKF International

    As an active member of PKF International, we are part of a large global network of legally independent accounting firms.

    Located in the 5 fastest growing global markets, we have ground presence in 150 countries and span across many jurisdictions.

    An ambitious, future-focused network, PKF provides a comprehensive range of services. Operating in unison with member firms across the world, we are able to share our ideas, expertise, and specialist resources to better serve our clients, delivering highly-personalised services and global connectivity through our client-centric culture.

    What's in it for you?

    Our benefits package has been designed around our people and shaped by our values. As part of Team PKF Smith Cooper, here are some of the things you can expect :

  • A working environment that empowers you to perform at your best, through our flexible working policy and dress for your diary scheme - Hybrid working during your probation period is subject to manager discretion
  • Time to do what matters to you – 25 days annual leave plus statutory bank holidays, the option to reduce annual hours for additional annual leave, and your birthday off, on us. Long-serving employees can also request a sabbatical, giving you the chance to make truly unforgettable memories
  • Rewards for those who actively embrace and embody our values and culture through our Kudos Reward Scheme
  • Regular social events and annual, company-wide away days, giving you the opportunity to engage with colleagues across your division and office, as well as the wider firm
  • Bonus referral schemes for introducing new talent or clients so that when we benefit, you do too
  • Life doesn’t stop at the end of the working day and neither do our benefits. We also offer life assurance, discounts on a huge variety of retailers through the PKF Smith Cooper Rewards Scheme, and cashback on healthcare (including dental visits, physiotherapy etc) through Healthshield

    • How to apply?

    Apply now if you believe you have what we are looking for! Even if you do not tick 100% of the boxes, we would encourage you to apply. To do so, please upload a copy of your CV and a covering letter to our job portal.

    Should you have any questions, please contact a member of the People team - email [email protected] or call 01332 332021.

    Please note that whilst we welcome and encourage individuals of all backgrounds to apply for our vacancies, we are unfortunately unable to accept applications from candidates requiring a visa to work in the UK.

    Please no agencies unless we have contacted you directly.