private client manager jobs in Wimborne Minster

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...

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.

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 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.

Private Dental Nurse / Wimborne, Dorset / Full TimeMBR Dental are currently assisting a dental practice located in Wimborne, 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 – 40 hours per week. * Monday – Friday with working...

Manage your own portfolio of clientsDevelop your management and leadership skills About Our Client Our client is a leading independent firm in the South Dorset area, with a strong history for holistic services, particularly Private Client Advisory for UHWNI's, HNWI's, Trusts & Estates clients.Known for their training programs and broad clientele, they are proud to work with us in bringing in...

Job Description Head of Finance Wimborne, Dorset Up to £80k DOE Ultimate Banking are delighted to be partnering with a well-respected, customer focussed building society as they continue to expand their impact in the financial services space. As their Head of Finance, you will use the best financial and risk management practices to optimise their financial structure to benefit their members...

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...

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.

A well-established practice based near Wimborne is seeking an Audit Manager to lead audit engagements for diverse clients, ensuring compliance with regulatory standards. The ideal candidate will be ACA/ACCA qualified with at least 5 years of audit experience in an accountancy practice. This role involves mentoring teams, managing client relationships, and contributing to business development. The...

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

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...

A leading accountancy practice in Wimborne Minster is looking for an Accounts Senior / Client Services Manager. The role offers flexible working arrangements with hybrid options, requiring candidates with accountancy practice experience and CTA/ACCA/ACA qualifications. Responsibilities include managing a client portfolio, ensuring timely task completion, and maintaining regulatory standards. Join...

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...

Job Description REED Practice are actively recruiting for an Audit Manager to work within a well established Practice near to Wimborne. The Audit Manager will work alongside a colleague to lead and manage audit engagements for a diverse portfolio of clients, ensuring compliance with regulatory standards and delivering high-quality service. This role involves supervising audit teams, maintaining...

Job Description REED Practice are working in partnership with an established and growing Accountancy Practice based near Ringwood. This is a unique role that offers growth potential, working with existing in demand SME business circa £30 million turnaround (Rather than larger corporate). This is a key role for an experience Corporate Tax Accountant looking to maximise existing knowledge and to...

Job Description REED Accountancy and Finance are working in partnership with a leading Accountancy Practice in Ringwood, recruiting an Accounts Senior / Client Services Manager to work with existing clients: Our client is open to candidates who have worked on an Independent basis and would like to join a supportive team with autonomy in the role. Please see details below Accounts Senior /...

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