Client Lead jobs in Somerset

A leading financial services firm in Bath is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. This role involves managing a diverse portfolio and delivering high-level compliance and advisory services while leading a team and mentoring junior staff. The ideal candidate will have extensive knowledge in private tax and be adept at...

A reputable accountancy firm in Bridgwater is seeking an experienced Accounts Client Manager. The following information aims to provide potential candidates with a better understanding of the requirements for this role. This role involves managing diverse client portfolios, overseeing junior staff, and ensuring all accounting tasks are completed accurately. The ideal candidate will be ACCA/ACA...

You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

We’re working on a senior underwriting appointment with one of the UK’s most consistently profitable and well-regarded insurers. You’ll recognise the type of organisation this is. Low churn. Strong balance sheet. Long tenures. Most senior roles filled internally. People stay because they’re treated well and trusted to do their job properly. Opportunities at this level don’t come up often. When...

Private Client Solicitor | Tunbridge Wells You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. This highly esteemed firm, celebrated for its unparalleled client service and illustrious legacy spanning nearly 500 years, is seeking an accomplished Private Client Solicitor (2+ PQE) to join its Legal 500 Tier 1-ranked private...

You will need to have a solid, proven background of Private Client experience gained at a respected firm, dealing with such matters as Wills, Trusts, Probate and COP. Specific experience in Administration of Estates and Tax Planning and Wealth Management would be a distinct advantage, together with experience of dealing with high-net-worth clients.

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

Overview Job title: Private Client Solicitor If the following job requirements and experience match your skills, please ensure you apply promptly. Location: Tunbridge Wells Salary: £62k-£80k - depending on experience PQE Level: 3+ Contract Type: Permanent Working Hours: Full-time About the role I'm working with one of the Southeast's leading law firms, known for having one of the best...

You will be client-facing, dealing with sensitive matters with empathy and professionalism, while developing trusted relationships across the community.

A leading recruitment agency in Bath is seeking a Practice Supervisor to support their management team in overseeing client portfolios. The ideal candidate will have ACA/ACCA qualifications and experience in professional practice. The role offers clear career progression and opportunities for development within a dynamic team environment, with responsibilities including client management and team...

You will set strategic direction, ensure service quality in complex areas such as trusts and estate planning, and foster client relationships. This full-time position offers a competitive salary and an excellent benefits package, including a pension scheme, generous leave, and employee support programs.

A leading recruitment agency in the UK seeks a dedicated Accounts Senior to join their accountancy practice on a full-time basis. The ideal candidate will be ACA or ACCA qualified with over 3 years of post-qualification experience. Responsibilities include managing a client portfolio and mentoring junior staff. Strong analytical skills and proficiency in accounting software are essential. This...

You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.

You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects.

A leading legal practice in the UK is seeking a Senior Private Client Solicitor with over 3 years PQE. Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. The role involves managing Private Client matters such as Wills, Trusts, and Probate, particularly for high-net-worth clients. Candidates should...

You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.

You will take responsibility for the provision of accounting, tax and added value planning and advisory project services to a mixed and varied client base of agricultural and rural sector focused clients.

You will carve a key role in this growing department, with increasing responsibility, client contact, with a route to management and genuine prospects for career progression on offer.

Job Description A growing and successful firm of chartered accountants is searching for a Client Portfolio Manager who can oversee a diverse portfolio of clients, ensuring a high level of service and delivery of accounting, tax and wider services. This role is based in Bridgwater and requires an individual with strong technical expertise within accountancy practice, seeking the opportunity to...

You will carve a key, influential role here managing the team and you will also have opportunity to work with partners on developing and managing the team.

You will have developed your career to the managerial levels or similar, looking for a career move and role where you can see a development path on offer within a growing, highly successful chartered firm.

A leading legal recruitment agency is seeking a Private Client Solicitor in Taunton. Find out if this opportunity is a good fit by reading all of the information that follows below. The role involves managing varied private client matters, drafting legal documents, and advising on trust administration and taxation. The successful candidate will be a qualified solicitor with strong knowledge of...