Your newpany
I am partnered with a top 30 Accountancy Practice seeking a Private Client Manager to join the team. This firm is looking to grow its offering in the South Wales with around 40 staff currently. They have won numerous awards as being one of the UK best places to work. This firm boasts a specialist workforce of over 700 colleagues across the whole organisation.
Your new role
1. Work closely with our senior private client specialists across offices, supporting them withpliance and advisory cases.
2. Join client meetings, provide follow-up support, and be a trusted point of contact.
3. Build and manage your own portfolio of private clients over time.
4. Review tax returns prepared by junior team members, ensuring quality and development.
5. Identify advisory opportunities within the existing Cardiff client base and help shape solutions.
6. Support the Cardiff partner group with bothpliance and advisory needs.
7. Contribute to team development, working collaboratively across all levels.
What you'll need to succeed
8. CTA Qualified
9. Private Client experience with a mix ofpliacne and advisory
10. Knowledge of OMB, Trusts and IHT
What you'll get in return
11. Up to £65,000
12. 25 days anual leave.
13. Option to sell back up to 5 days or purchase up to 10 days of leave.
14. Paid Sabatical leave
15. Enhanced maternity leave
16. Enhanced paternity leave.
17. Flexible Working Scheme
18. Dress to suit your day policy.
19. Private Healthcare.
20. 15% referral fees for client work
21. Life Assurance 4x