private client manager jobs in Poole

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

In a nutshellAre you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

CTA-qualified Private Client Tax Associate sought in Bournemouth – hybrid, HNW clients, great team Are you CTA qualified or close to qualifying, with a few years’ experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax...

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

You will need to understand their operations, challenges, and unique circumstances.

You will be expected to gather relevant information and build strong professional relationships.

You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will also be supporting National Accounts to win 24hr business and promote our new Corporate Retreat packages. You'll also be the champion for Social Media, looking at ways to engage with the local community and further afield, to raise awareness and increase engagement,.

You will provide continuous 1:1 nursing care, medication management, monitoring of chronic conditions and coordination with local doctors and clinics.

Private Dental Nurse / Alderney, Dorset / Full Time MBR Dental are currently assisting a dental practice located in Alderney, Poole, Dorset to recruit a Private Dental Nurse to join their team on a permanent basis. Available as soon as possible. Will take notice periods into consideration. Private practice environment. Full time opportunity – 43.75 hours per week. Monday – Friday...

Private Jet Broker A fantastic opportunity for an experienced Private Jet Broker with business development and Account Management experience is required for a private Aircraft Charter company who deals in the UHNW market for light jets, VIP airliners and Helicopters. This exciting position, new to the market, is joining a newly formed Sales team in the UK and could offer progression for a top...

Overview Private Dental Nurse / Alderney, Dorset / Full Time MBR Dental are currently assisting a dental practice located in Alderney, Poole, Dorset to recruit a Private Dental Nurse to join their team on a permanent basis. Responsibilities Available as soon as possible. Will take notice periods into consideration. Private practice environment. Full time opportunity – 42.37 hours per...

A leading legal firm in Poole is seeking a Wills & Trust Probate Tax Manager to assist with tax reporting and provide technical tax advice. The ideal candidate should be ATT or CTA qualified with over 3 years PQE in Private Client Tax. This role offers significant autonomy and the chance to work within a dynamic team known for its supportive culture. Attractive benefits include a negotiable...

You will need to understand their operations, challenges, and unique circumstances.

You will be expected to gather relevant information and build strong professional relationships.

You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

Job Description Permanent, one‑to‑one role with an 80‑year‑old VIP client. | Role based in Dubai with occasional international travel on a private yacht. | Employment: Full Time, Permanent. Salary: £60,000 Annual Salary (Tax Free). | Scope: medication management, chronic condition monitoring, coordination with physicians/clinics, precise documentation. | Profile: RN/BSN; English C1+; ≥4 years...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

You will be working within a dynamic environment that has a fun and supportive culture. The Wills, Trusts & Probate Team in particular are ranked in Band 1 in the Chambers & Partners High Net Worth Guide (Southampton and Surrounds 2025). Please see details below below Wills & Trust Probate Tax Manager