Overview
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Private Client Manager (TFO)
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Chorus srl .Manager Trust and Family Office teamCompetitive Salary + Study Support + Benefits. Are you looking to develop your career within a nurturing environment where you can flourish? Do you want to join an award-winning firm that strives for excellence and success for our clients, our people and our business?Responsibilities
Managing individual HNW client relationships, including trustees and executors, as their primary point of contact.Reviewing annual compliance cycle of trust and estates accounts, and tax returns.Drafting complex tax advisory reports for Directors and Partners.Advising on CGT, IHT, domicile/residence issues and the use of trust/company structures.Working closely with leading Senior Managers, Directors and Partners where required, and assisting with business development opportunities where appropriate.Identifying potential planning opportunities and assisting with marketing and networking initiatives.What we offer
Hybrid working options and flexible hours of work within a nurturing and collaborative culture.Flexible benefits and an environment that supports learning and development.Extensive Learning and Development Opportunities and career coaching.Flexible working arrangements (BRighter Working) to balance life and client needs.Private Medical Insurance, Pension, Permanent Health Insurance, Life Assurance, Employee Referral Bonus, and an Employee Benefits Portal.The role details
Seniority level: Entry levelEmployment type: ContractJob function: Customer ServiceIndustries: Administrative and Support ServicesWe seek to attract smart, talented people from diverse backgrounds and are committed to improving the diversity of our ..... full job details .....