Private Client Manager (Trusts and Family Office)

ROLEPrivate Client ManagerSALARY£66,000 - £75,000 pa plus benefitsLOCATIONHybrid role - 3 days a week in the Central London office, 2 days working from homeAn exciting opportunity has arisen for an experienced Private Client Manager to join a well-established and growing professional services firm.This role sits within a specialist Private Client team, supporting a diverse portfolio of high-net-worth individuals, trusts, estates and family office clients. The successful candidate will play a key role in delivering high-quality advisory and compliance services while managing client relationships and supporting junior team members.THE ROLEAs a Manager within the Trusts and Family Office team, you will be responsible for:Managing your own portfolio of high-net-worth private clients, including trustees and executors, acting as their primary point of contactOverseeing and reviewing the annual compliance cycle, including trust and estate accounts and tax returnsDrafting detailed and complex tax advisory reports for review by Directors and PartnersAdvising clients on a range of private client tax matters, including Capital Gains Tax (CGT), Inheritance Tax (IHT), domicile and residence issues, and the use of trust and company structuresWorking closely with Senior Managers, Directors and Partners on complex assignments where requiredSupporting business development activities, including assisting with proposals and client relationship developmentIdentifying tax planning opportunities ..... full job details .....