
Manager, Private Client Services
- Bristol Area
- Permanent
- Full-time
- Collaborate directly with partners and directors on our largest and most complex clients.
- Being trusted adviser to your clients and forging your own client relationships.
- Delivering high quality tax advice to your portfolio of entrepreneurial and high net worth clients.
- Mentor and develop junior team members, fostering their professional and technical growth to enhance team capabilities.
- Playing a key role in business development initiatives, including client targeting and being active in your local market.
- Collaborating with colleagues across different service lines to provide holistic solutions to our clients.
- Proactively advising our clients of significant upcoming tax changes. Guiding our clients through the ever-changing tax landscape and help clients to plan strategically.
- Relevant experience in a practice firm
- Full ICAEW or CTA qualification (or equivalent)
- Strong written and verbal skills
- The ability to plan and prioritise their workload effectively in order to meet deadlines
- Experience to build and maintain strong client relationships
- A proactive approach to problem solving and willingness to take ownership of their work
- Exercise an appropriate level of judgement and ability to make sound decisions
- A strong commitment to delivering exceptional client service
- Dedication to their own personal development, and that of their wider team
- Business acumen and a strong commercial awareness to their work
- The ability to adapt quickly to changing circumstances and respond effectively to client needs
- A proven ability to build and maintain strong relationships with wider team and key stakeholders
- Possible experience of managing a team and working with colleagues of different levels