Assistant Manager, Private Wealth

The role will be based within the Private Client Business Group which provides a wide range of lead advisory, accounting services and audit to private clients and their businesses. The successful candidate will predominantly support partners and directors with the team's growing body of accounts and wide variety of advisory services. 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.

Responsibilities:

• Providing value-added service to clients taking into account their complete structure, being companies, trusts and partnerships and how these interact to achieve the family's goals.
• Providing services akin to a private office role to large families, such as forecasting cashflow needs.
• Delivering statutory accounts for UK owner managed business, groups and landed estates in accordance with FRS102 & FRS105 along with providing general advice.
• Taking a lead role dealing directly with the client and supporting the Engagement Partner.
• Liaising with client teams (i.e. CT/personal tax/payroll) to ensure timely delivery of work and dealing with ad hoc queries.
• Management of statutory and/or management accounts process.
• Providing technical FRS102 support for UK companies on several complex accountancy issues.
• Ensuring deliverables are prepared within the set time frame.
• Budgeting and invoicing clients.
• Staff training and development.
• Networking opportunities with intermediaries.
• Other advisory opportunities within the business valuation space.

The team:

The Private Client Business staff and partners advise businesses ranging from large corporations to small family companies, the majority of which are owned by wealthy individuals. A proportion of the group's work relates to large, landed estates and their associated operating structures, including trusts and general partnerships. We also work closely with entrepreneurs and their fast growing businesses, providing compliance and advisory services for both.

You:

• Candidates will hold an ACA/ACCA qualification.
• Possess a wide range of accounts experience in a professional services environment.
• Possess experience with trust structures and key aspects of these.
• Experience in managing a portfolio of small to large clients as well as having strong FRS102 & FRS105 technical skills.
• The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills.
• The position requires a high level of capability and commitment, with the ability to manage multiple deadlines across a portfolio of clients for multiple partners.
• Candidates should be self-motivated, display a positive approach and be proactive in terms of finding solutions to the client's issues.
• Hold the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.

Systems used are MS Teams, Excel, Word, CCH Audit Automation and CCH Accounts Production. Whilst experience in these systems would be an advantage, this is not an essential requirement for the role and initial training will be provided as well as ongoing training in key Microsoft applications. The firm will provide training and support to help develop the successful candidate's specialist knowledge and capabilities. There would be an opportunity to study towards the CTA or STEP qualification. Training and study leave for such exams would be provided.