Client Handler Manager
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Job Summary
Line of Service
TaxIndustry/Sector
Not ApplicableSpecialism
General Tax ConsultingManagement Level
ManagerJob Description & Summary
About the Role:
We are looking for an experienced and driven Private Client Manager to play a key role in our expanding team. The successful candidate will be responsible for managing a diverse portfolio of High Net worth individuals Trust and Partnerships acting as a trusted adviser in this area. This role requires strong technical expertise exceptional organisational skills and a proven ability to deliver end-to-end client service.
What your days will look like:
- Client Portfolio Management: Manage a portfolio of high net worth individuals Trusts Partnerships acting as their key point of contact and building strong long-term relationships.
- Technical Expertise: Provide expert guidance on complex private client tax matters.
- End-to-End Responsibility: Take ownership of client delivery including compliance ad-hoc advisory work billing and ensuring adherence to firmwide risk management procedures.
- Tax Compliance & Advisory: Oversee and review the preparation of complex tax computations and returns while providing proactive advice on planning opportunities and wider tax issues.
- Team Development: Support and mentor junior team members contributing to their professional development and enhancing the overall capability of the team.
- Client Interaction: Engage regularly with clients to anticipate needs exceed expectations and deliver exceptional service.
This role is for you if:
- Proven track record in a private client role with a strong technical expertise in private client taxation with proven experience managing similar client portfolios.
- Highly organised with the ability to manage multiple priorities and deadlines effectively.
- Excellent communication and interpersonal skills with the ability to develop trusted relationships with clients and colleagues.
- A proactive problem-solver with commercial awareness and attention to detail.
- Professionally qualified (CTA/ACA/ equivalent).
What youll receive from us:
No matter where you may be in your career or personal life our benefits are designed to add value and support recognising and rewarding you fairly for your contributions.
We offer a range of benefits including empowered flexibility and a working week split between office home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.
Education (if blank degree and/or field of study not specified)
Degrees/Field of Study required:Degrees/Field of Study preferred:Certifications (if blank certifications not specified)
Required Skills
Optional Skills
Accepting Feedback Accepting Feedback Active Listening Analytical Thinking Business Tax Returns Coaching and Feedback Communication Corporate Tax Consulting Corporate Tax Planning Corporate Tax Returns Creativity Direct Tax Drafting Tax Documents Embracing Change Emotional Regulation Empathy Inclusion Indirect Tax Intellectual Curiosity Internal Tax Due Diligence International Taxation International Tax Planning Learning Agility Local Taxes National Law 23 moreDesired Languages (If blank desired languages not specified)
Travel Requirements
Available for Work Visa Sponsorship
Government Clearance Required
Job Posting End Date
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 155 countries with over 284,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by vis ... View more
