client portfolio manager jobs in Trafford

You will be responsible for managing a portfolio of high-net-worth individuals, providing strategic tax planning and advisory services. - Lead and manage a portfolio of high-net-worth clients, providing bespoke tax advisory services. - Develop and implement tax planning strategies to optimise client's tax positions.

A leading independent chartered accountant firm in Greater Manchester is seeking a Personal Tax Senior Manager to manage a portfolio of clients, handling tax compliance and planning. The role requires strong knowledge of UK tax legislation and proven experience in personal tax. Candidates should possess excellent communication skills and a strong ability to manage deadlines. This position offers...

You will act as the senior point of contact for all relevant clients, leading conversations around programme design and strategy, and, with the supported of a team of truly gifted financial lines specialists, ensure that programmes remain robust.

You will also receive an impressive flexible-benefits package that can be tweaked to suit your skills, experience and ambitions.

A prominent law firm in Altrincham is seeking a Private Client Solicitor to manage a diverse caseload including wills, LPAs, and probate. Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. The role offers a competitive salary, progression opportunities, and a hybrid working model. Ideal candidates will have 2–6 years PQE...

Title: Portfolio Manager Contract Type: Permanent Location: West Ham Lane, Stratford or Sale Point, Manchester Persona: Agile, Office based 20-40% Salary: Inside London starting from £55,000 pa dependant on experience and location Outside London/Regional starting from £47,000 pa dependant on experience and location Closing date for all applications: 9th June 2024 Interviews will be held on:...

Commercial Manager – Healthcare, Local Government & Education Location: Scotland & North UK (with flexible remote working) Contract Type: Full-time, Permanent Are you a commercially savvy professional ready to take the lead on high-impact projects? A long standing client of ours is looking for a dynamic Commercial Manager to join their Healthcare, Local Government and Education team. This is...

You will be expected to manage the whole sales process through pricing, forecasting, category reviews, NPD launches, whilst also liaising with finance and supply chain where necessary. - Ideally, you will currently work for a recognised food, drink, or confectionery brand, and have a well-trained, structured, modern approach to account management.

Responsibilities - Ensuring that the customer receives the highest level of service from the Enterprise Services teams and managed suppliers, promoting a culture of customer satisfaction. - Managing and working effectively with stakeholders at all levels both internally & externally, managing stakeholder expectations and showing flexibility to adapt to reach consensus. - Effectively...

You will be joining a supportive and forward-thinking firm that places real emphasis on staff development, technical excellence, and long-term career progression. Working closely with Partners and Managers, you will play a key role in delivering high-quality private client tax services to a varied and interesting portfolio of clients.

Job Description Your new firmA well-established and forward-thinking accountancy practice based in Hale is seeking a talented Client Manager to join their growing team. This firm is known for its supportive culture, flexible working environment, and commitment to staff development. With a strong reputation in the region and a diverse client base, they offer a dynamic and rewarding place to build...

A private client law firm in Altrincham is seeking a Senior Private Client Solicitor with over 8 years of PQE. Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. The role involves managing high-value estate planning matters while fostering client relationships. This position offers a competitive salary, benefits including...

You will provide strategic tax planning and advisory services while ensuring compliance with the latest tax legislation. The ideal candidate will have experience in tax advisory, particularly with business owners and HNWIs. This position comes with a competitive salary and additional benefits.

You will be aided by a talented team of Account Handlers, Brokers and Claims professionals, and have access to a variety of exclusive agreements with the sector’s leading insurance companies.

You will also receive a highly competitive range of company benefits, including an impressive pension arrangement.

- Autonomy, flexibility, and a strong pipeline of work from day one - Family-friendly culture with hybrid and part-time working available - Opportunity to build and lead your own private client team Are you an experienced private client solicitor looking for a flexible working environment where you can build something of your own? You could be just the right applicant for this job Read all...

You will form part of an experienced tax advisory team, focusing primarily on supporting a portfolio of clients with private client advisory work. This role would suit someone from a technical private client background who wants to step up into more of a senior leadership role.

You will be working closely with HNWIs, business owners and families as part of your portfolio.

- Manage a high-quality private client caseload in a supportive, community-focused team - Opportunity for progression, with scope to mentor junior solicitors - Hybrid working, competitive salary and a warm, social culture Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. This is an exciting opportunity for a Private Client...

Job Description Private Client Manager (Compliance) - Manchester£55,000 - £65,000Exciting Opportunity in Personal Tax ComplianceAre you ready to take your career in personal tax to the next level? Our client is seeking a dedicated and experienced Private Client Tax Assurance/Compliance Manager to join their Leeds-based team. This exciting role offers an opportunity to manage a diverse portfolio,...

Job Description Personal Tax Senior / Assistant ManagerManchester | Hybrid Working£35,000 - £45,000 + Bonus (up to 30% for high performers)Are you an experienced Personal Tax specialist looking to step into a more advisory-led role with genuine progression? This boutique-style private client firm is expanding its Manchester team and is looking for an ATT-qualified (or above) Personal Tax Senior...

Job Description Private Client Tax Assistant ManagerManchester£45,000 - £50,000 + Bonus + Hybrid Working + Exceptional Benefits Do you want to work with some of the UK's most successful entrepreneurs, HNWIs, and family offices?Do you enjoy complex advisory work and building trusted long-term client relationships? Benefits: Your new role: - As a Private Client Tax Assistant Manager, you'll...

Job Description Private Client Tax Manager, Top Regional Firm Manchester£55,000 - £65,000 + Benefits + Bonus Do you want to deliver market-leading Private Client Tax advisory projects?Looking for a role where you can manage and develop a growing tax team?Enjoy working with a wide range of entrepreneurial and private clients? Benefits: - Competitive salary + bonus scheme - Up to 26 days...