I am currently working with a well established independent practice who are seeking a Private Client Manager or Senior Manager to work in the Private Client Team. This is a great firm with a varied range of clients offering challenging and interesting scenarios.
This role provides a mix of compliance and advisory services to a wide range of high net worth individual clients, with a particular focus on residence and domicile issues.
The successful person will manage a varied portfolio of clients, monitor work-flows to ensure filing deadlines are met, manage budgets and billings, assist the partners in providing advice to clients and support the business development activities.
If you are CTA qualified and have relevant experience in providing a wide range of Private Client technical and planning issues then I would be very keen to hear from you.
Please call Emma on 02072696325 or email your CV to email@example.com