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Senior Manager - Private Wealth & Family Office

Apply now Job no: 562083
Work type: Full time
Location: London, United Kingdom
Categories: Private Wealth
Office Location: London

TMF Group is a multinational professional services firm helping businesses invest and operate safely around the world.  With over 9,000 experts operating across 85 jurisdictions worldwide we serve a diverse range of clients including more than 60% of companies listed on the Fortune Global 500 and FTSE 100, asset managers, private clients and family offices.  We strive to make a complex world simple offering a combination of accounting, tax, payroll, corporate secretarial and entity management services.




Based out of our London office you will support the Head of Private Wealth & Family Office (JB5) with managing an interesting personal tax and trust client base, as part of a small, highly experienced team.  This is an exciting time to join the team as we look to expand further and there will be plenty of opportunity to grow your career within a friendly, supportive and flexible working environment.




Your primary responsibility will be managing a diverse portfolio of clients such as individuals, families, entrepreneurs, charities and businesses.  You will also have opportunities to be involved with business development.  Your role will include;


  • Working closely with clients and their other advisors to understand their needs and their business to ensure a seamless service.
  • Project managing the implementation of tax advice provided by legal advisors ensuring the accurate preparation of claims, elections and inheritance tax returns.
  • Ensuring the accurate preparation of trust and partnership accounts as well as personal and trust tax returns.
  • Continually keeping up-to-date with relevant UK tax changes and supporting the technical development of junior colleagues.
  • Ensuring clients are billed appropriately and meeting monthly and annual revenue targets.
  • Supporting the Head of Private Wealth & Family Office with the development of the business; upselling and cross selling to existing clients and building new business pipelines which will include raising awareness of our team’s offering in the UK.
  • Supporting the enhancement of our existing processes.




We are looking for experienced individuals with the following:


  • Excellent people skills to build and retain strong relationships with colleagues, clients and intermediary feeder relationships.
  • Excellent communication skills and the ability to provide clear, concise explanations.
  • Strong technical ability in the private client field, including detailed, up to date knowledge of UK capital gains tax, UK inheritance tax, UK income tax and the taxation of UK trusts.
  • Experience of profitably running a client portfolio including responsibility for personal tax and trust tax compliance and trust accounts matters.
  • Staff management experience.
  • CTA or ACA qualified or qualified by experience with a number of years working within a Private Wealth, client facing environment.
  • Membership of the Society of Trust and Estate Practitioners (STEP) would be beneficial.




We offer a competitive salary and core benefits package as well as the opportunity to take flexible benefits such as purchasing additional holiday.  On top of this we embrace agile working to enable the team to work in the location which best suits client, team and individual needs.

  • Competitive salary
  • 25 days holiday
  • Eligibility for Group Discretionary bonus
  • Stakeholder pension scheme with matched contributions
  • Private medical insurance
  • Life assurance


Advertised: GMT Standard Time
Applications close: GMT Daylight Time

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