Manager : Private Clients

A leading professional services firm is seeking a skilled and client-focused Manager - Private Clients to oversee a diverse portfolio of private and family wealth structures. This role is ideal for a qualified professional who thrives on relationship management, strategic thinking, and delivering high-impact accounting and tax solutions.

About the company :

This well-established firm supports private clients throughout their wealth creation journey - from structuring and compliance to long-term legacy planning. With a strong reputation for technical excellence and a client-centric approach, they offer a collaborative and high-performance environment.

Role overview :

The successful candidate will act as the primary relationship manager for a portfolio of individuals, trusts, and corporate entities. They will lead client engagements, oversee financial reviews, and coordinate tax compliance - all while mentoring a capable internal team.

Key responsibilities include :

• Managing a portfolio of private clients as the main point of contact
• Leading and reviewing accounting and tax engagements
• Presenting financial statements and insights to clients
• Overseeing tax compliance across various entity types
• Coordinating with internal departments to deliver integrated client service
• Liaising with SARS and supporting the implementation of tax structures
• Onboarding new clients and managing ongoing relationships

Candidate requirements :

What's on offer :

If no response is received within two weeks of application, please consider the application unsuccessful. However, candidates are encouraged to stay connected for future opportunities.