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As Client Portfolio Manager, your duties will include but not limited:. Passionate about delivering exceptional client service. The firm is enjoying a sustained period of growth, with a strong influx of new clients following consolidation within the local market.

Are you a qualified Client /Accounts Manager from practice who wants to be part of a. As Client Accounts Manager you will take ownership of your. Building strong, trusted client relationships as a.

Our predictive analytics and Liquid Data platform help clients measure market share, uncover consumer behaviour, and drive growthpowered by six decades of expertise and an expansive, high-quality data set. By embracing a wide range of backgrounds, skills, expertise, and beyond, we create a stronger,

As a Client Manager, you will act as the primary point of contact for a portfolio of clients, ensuring their accounting, tax, and advisory needs are met with excellence. Build and maintain strong relationships with a portfolio of clients. Serve as the primary point of contact, addressing client quer

A consulting firm in England is looking for a Mid-Senior level Information Technology Project Manager to focus on CRM deployments. The role involves managing project implementations, client engagement, and defining tailored solutions. This full-time position offers a varied workload and the opportun

Role Overview Are you looking for a management role where you can really contribute to the success of a thriving accountancy practice? This could be just the role for you… Key Responsibilities Joining a well-established and respected firm at a key point in their development, this role will see you

Key Responsibilities Management * Act as principal manager contact for a portfolio of clients within the Private Client Team, taking responsibility for the review process of all compliance work relating to the client’s affairs. Role Overview Due to organic growth and expansion as a result of ongoi

Plan and manage client-focused events, presentations, and workshops to strengthen client engagement. Job Description * Develop and execute comprehensive client development strategies to enhance client relationships and drive business growth. Foster strong relationships with internal stakeholders to

Key Responsibilities Managing a portfolio of private clients, trusts and estates, ensuring a high standard of client service at all times Reviewing and preparing: o Self-assessment tax returns o Partnership tax returns o Capital gains tax returns o Trust and estate tax returns o Annual trust acc

Home Client Relationship Manager – Midlands Client Relationship Manager – Midlands Location: Midlands Salary: Market Rate Salary band: Market Rate Contract type: Permanent Date posted: 28/08/2024 A leading national law firm is seeking a Client Relationship Manager to join their UK team, based fr

Crowe UK is seeking a VAT Manager to lead advisory engagements and manage client relationships in the West Midlands. This role involves delivering high-quality VAT services, oversight of client projects, and supporting junior staff.

A leading recruitment firm is seeking an experienced Private Client Tax Senior Manager or Director based in Devon and Torbay. Candidates should be ATT or CTA qualified with strong leadership and client relationship skills. This role entails managing a diverse portfolio of trust and high-net-worth cl

CRA Consulting is seeking a Client Manager / Senior Accountant to join its Tax Team. You will manage a diverse client portfolio, tackle personal and corporate tax work, and provide proactive tax planning and advisory support while collaborating with senior leadership to ensure smooth transition and

Client Relationship Manager (BBBH441431) Bishopton, Scotland Salary: GBP30000 - GBP34000 per annum Key Responsibilities * Create high level client relationships with all levels of management across all business areas. Detailed knowledge of the relevant workforce solutions that are provided to the cl

Attending client relationship meetings, providing valuable insights and training fee earners on client listening and client experience activities. Maintaining client service tools for each client liaising with the client service team. The role holder will be responsible for managing a portfolio of k

The job is available to Personal Tax Seniors, Client Managers, Portfolio Managers or Assistant Managers who are ready to take the next step in their career. The successful candidate will become an important part of the practices long-term growth plans, so personality, leadership potential and client

Harrison Scott Associates is seeking an On-Site Senior POS Account Manager in the United Kingdom. The role involves managing client requirements and ensuring exceptional customer service within a dynamic print management environment. Strong communication and problem-solving skills are essential as t

Interpath Ltd is a London-based advisory firm seeking a Manager in our M&A Advisory team to lead transaction execution and client relationships.

A leading tax recruitment agency is seeking a Private Client Tax Senior Manager in Reading. The role involves providing high-level advisory services to private clients and enhancing the firm's tax portfolio.

Senior Manager/Director role with open route through to partnership and no need to generate new clients!. The private client tax team is looking to hire a senior manager or director to take over an existing caseload. Long established, well run and very successful independent practice with a very ful

We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for themCompetitive salary and non-contributory pension30 days’ holiday plus bank holidays, with the option to purchase additional daysLife Assurance

This tends to appeal to Private Client Tax Senior Managers who:. It’s not a volume-driven compliance environment — managers tend to be involved in client discussions and advisory work, rather than sitting behind layers. At the Senior Private Client Tax Manager level, the focus is not just about

Michael Page Finance is seeking a Private Client Tax Senior Manager with a strong international tax focus, based in Bristol. The successful candidate will oversee tax compliance, mentor junior staff, and collaborate across departments to deliver integrated client solutions while staying current.

Are you an experienced Private Client Tax professional looking for a genuine leadership opportunity with a clear path for progression? We are partnering with a highly regarded law firm seeking a Senior Manager to join its growing Private Client Tax Advisory team in London. If you're an ambitious Pri

Taxation in Greater London is seeking a senior manager to lead its private client tax team. You will oversee a diverse portfolio of private clients, including HNWI and entrepreneurs, ensuring high‑quality compliance work while guiding advisory matters.

Responsibilities: Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base In depth experience and a strong understanding of working with families and entrepreneurs delivering dual US/UK written advisory memos on

You will sign complex UK and US tax returns and guide on treaty usage, PFIC issues, and election planning, driving the growth of a fast-growing US/UK Private Client practice. BDO UK LLP seeks a senior US/UK Private Client tax advisor to lead relationships with UHNW families, delivering dual US/UK wr

Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base. A broad base of US and UK private client experience working with UHNW families and their family offices. Strong capabilities to lead and manage complex projec

Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base. Eager for the opportunity to develop a fast-growing US/UK Private Client practice. A broad base of US and UK private client experience working with UHNW famil

Senior Manager – Private Client Tax (International). We are partnering with a highly regarded law firm seeking a Senior Manager to join its growing Private Client Tax Advisory team in London. Strong private client tax advisory experience gained within a professional services environment.

All internal applicants are required to inform your current supervisor/manager prior to applying. Lead and coordinate strategic initiatives across the EMEA & LATAM Client Group, ensuring alignment with business goals. Deliver internal reporting on assets, flows, and client interactions to support Sa

We're looking for a proactive, adaptable Senior Manager, Client Operations & Implementation to join the PxT Partner Success team. This is a role for someone who thrives at the intersection of client‑facing delivery and internal process‑building — someone who can own complex implementations end

It’s not a volume-driven compliance environment — managers tend to be involved in client discussions and advisory work, rather than sitting behind layers. At the Senior Private Client Tax Manager level, the focus is not just about technical delivery. This tends to appeal to Private Client Tax Se

Build excellent relationships with clients. Contact clients by phone/email to take briefs, approve artwork and see projects from concept through to completion.

Train and support clients through launch and beyond—leading enablement so clients can confidently run PxT day to day, then staying engaged post-launch to troubleshoot and cover features outside client self-service. Lead hands-on technical configuration—partnering on configuration of client websi

The role of Private Client Tax Senior Manager - International Tax involves managing complex tax matters for high-net-worth individuals while providing expert advice on international tax issues. Our client is one of the South West's leading independent firms of chartered accountants and business advi

Train and support clients through launch and beyond — leading enablement so clients can confidently run PxT day to day, then staying engaged post‑launch to troubleshoot and cover features outside client self‑service. We're looking for a proactive, adaptable Senior Manager, Client Operations &

The Senior Client & Business Development Manager – Commodities is a senior, sector embedded role focused on strategic client development, opportunity conversion and revenue growth. Senior Business and Client Development Manager. Lead client development activity for priority commodities clients, in

You will be dealing with suppliers, costings, logistics, production control and handling clients. This is a key support role to the MD of this small but highly successful print management company that has a number of household name clients.

The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value. Providing excellent client management skills including budgeting, invoicing clients and dealing with ad

A leading accounting firm in the United Kingdom is seeking an experienced Private Client Tax Manager to lead team development and manage client portfolios. This role requires strong UK tax advisory experience and an aptitude for quality assurance and client relationship management.

TodayTix Group (TTG) is seeking a Senior Manager, Client Operations & Implementation to join the PxT Partner Success team in the greater London area. The role focuses on end-to-end delivery, hands-on configuration of client websites, and guiding clients through launch and post-launch activities.

Leading London Law Firm in London seeks a Senior Manager to lead its Private Client Tax Advisory team, working with high-net-worth and internationally mobile clients. You will drive complex advisory projects, nurture junior talent and strengthen client relationships while contributing to the growth

Faculty is seeking a Senior Manager to oversee a critical portfolio of AI-enabled projects within the Communications, Media & Technology sector. You will act as the primary senior contact for clients and internal Faculty teams, driving delivery, managing project viability, and growing the business t

Manager of Professional Services who will oversee the strategic efforts required to deliver SailPoint’s solutions. This role involves managing client relationships, financial projects, and coordinating cross-functional teams to ensure timely delivery of services.

The Senior Client & Business Development Manager – Commodities is a senior, sector embedded role focused on strategic client development, opportunity conversion and revenue growth. Lead client development activity for priority commodities clients, including traders, producers, investors, logistics

The Client Group Risk and Controls Manager, UK and EMEA supports the Client Group Risk and Controls Director, UK and EMEA in delivering a framework that ensures UK and EMEA Client Group activities are carried out in a way that meets our regulatory obligations; where regulatory compliance can be evid

I am currently working with a growing and well‑established professional services firm looking for a senior manager to join its private client tax team. This is an excellent opportunity for an ambitious private client tax specialist to lead the compliance team and work on a range of complex advisor