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Collabera Technologies Private Limited Inc Jobs overseas

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Private Client Tax Assistant Manager at Evelyn Partners
Dublin, Leinster, Ireland - Full Time
Skills Needed
Bookkeeping, Accounts Preparation, Tax Compliance, Income Tax, Corporation Tax, Vat, Payroll, Private Client Tax, Partnership Tax, Staff Management, Mentoring, Business Development, Microsoft Office, Communication Skills, Organizational Skills
Specialization
Candidates must have strong bookkeeping, accounts preparation, and tax compliance skills, along with an ACA or CAI qualification. Previous experience in staff management and a solid understanding of private client and partnership tax are required.
Experience Required
Minimum 2 year(s)
Tax Manager, Private Client Services at BDO USA Experienced Career Site
Boston, Massachusetts, United States - Full Time
Skills Needed
Tax Compliance, Tax Consulting, Estate Planning, Trust Taxation, Gift Tax, Business Development, People Management, Tax Research, Financial Planning, Client Relationship Management, Reviewing Tax Returns, Leadership, Communication, Time Management, Technical Writing, Project Management
Specialization
Requires a bachelor's degree in a related field and at least five years of experience in accounting, finance, or law. Must hold a CPA, EA, or Attorney credential and be proficient in Microsoft Office and tax compliance software.
Experience Required
Minimum 5 year(s)
Tax Manager, Private Client Services at BDO USA Experienced Career Site
New York, New York, United States - Full Time
Skills Needed
Tax Compliance, Tax Consulting, Estate Planning, Trust Taxation, Gift Tax, Business Development, People Management, Tax Research, Financial Planning, Client Relationship Management, Reviewing Tax Returns, Leadership, Communication, Time Management, Technical Writing, Project Management
Specialization
Requires a bachelor's degree in a relevant field and at least five years of experience in accounting, finance, or law. Must hold a CPA, EA, or Attorney credential and be proficient in Microsoft Office and tax compliance software.
Experience Required
Minimum 5 year(s)
Tax Senior, Private Client Services at BDO USA Experienced Career Site
New York, New York, United States - Full Time
Skills Needed
Tax Compliance, Tax Consulting, Estate Tax, Income Tax, Gift Tax, Trust Tax, Financial Planning, Tax Research, Leadership, Business Development, Communication, Time Management, Microsoft Office Suite, Adobe Acrobat, Staff Supervision, Client Relationship Management
Specialization
Requires a bachelor's degree in Accounting, Finance, Economics, or Statistics and at least two years of relevant tax or public accounting experience. A CPA, Attorney, or Enrolled Agent certification is preferred along with proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Product Manager Private Market Funds at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Product Management, Private Equity, Private Credit, Private Infrastructure, Private Real Estate, Fundraising, Market Research, Due Diligence, Client Relationship Management, Project Management, Ms Office, English, German
Specialization
Requires a Bachelor's or Master's degree in Banking, Finance, or Law with professional experience in product management within an international bank or asset manager. Must possess a strong understanding of private market investment products and be fluent in German and English.
Experience Required
Minimum 2 year(s)
Assistant Manager - Private Clients at Ocorian
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Trust Administration, Compliance, Fiduciary Duties, Client Management, Financial Reporting, Legal Document Analysis, English Proficiency, Mandarin Proficiency, Due Diligence, Corporate Secretarial, Risk Management, Tax Law
Specialization
Requires technical knowledge of complex trust and corporate products, investments, and Hong Kong's regulatory framework. Proficiency in both English and Mandarin is essential, and professional certifications like STEP or ISCA are preferred.
Experience Required
Minimum 5 year(s)
Manager, Audit - Private Enterprise at KPMG
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Audit Management, Financial Planning, Staff Mentoring, Client Relationship Management, Accounting Methodologies, Delegation, Performance Management, Written Communication, Verbal Communication, Attention To Detail, Risk Management, Public Practice Accounting
Specialization
Requires a bachelor's degree and at least 5 years of public practice accounting experience with prior managerial roles. Proficiency in accounting frameworks such as ASPE, NPO, PSAB, IFRS, or US GAAP and a Canadian CPA designation are highly valued.
Experience Required
Minimum 5 year(s)
Private Duty Home Health Aide or CNA at Broadway Cityview
Port Charlotte, Florida, United States - Full Time
Skills Needed
Personal Care Assistance, Patient Observation, Documentation, Medication Reminders, Light Housekeeping, Companionship, Cpr, Patient Safety
Specialization
Candidates must hold a current HHA certificate or CNA license and a current CPR certification. Ability to follow written instructions and work independently with compassion is required.
Specialist Urologist- Private Sector at SearchPlus HR
Manchester, England, United Kingdom - Full Time
Skills Needed
Urology, Diagnosis, Surgical Procedures, Patient Care, Diagnostic Testing, Treatment Planning, Multidisciplinary Collaboration, Physical Examinations, Medical Imaging, Urological Health, Communication Skills, Interpersonal Skills
Specialization
Candidates must hold a medical degree and specialist certification in Urology, along with a valid medical license. Proven experience in diagnosing and treating urological conditions is required, alongside strong communication skills and a commitment to professional development.
Experience Required
Minimum 5 year(s)
Project Coordinator - Private Equity at Proskauer
New York, New York, United States - Full Time
Skills Needed
Administrative Skills, Microsoft Office Suite, Project Coordination, Time Management, Confidentiality, Detail Orientation, Multi Tasking, Proactive Follow Up, Organization
Specialization
Requires a Bachelor's degree and at least 5 years of administrative or legal experience. Must be proficient in Microsoft Office and capable of working overtime in a high-pressure environment.
Experience Required
Minimum 5 year(s)
Private Equity / M&A Intern (d/f/m) at Franz Haniel & Cie. GmbH
Duisburg, North Rhine-Westphalia, Germany - Full Time
Skills Needed
M&A Processes, Company Valuation, Financial Analysis, Strategic Analysis, Dcf, Lbo, Multiples, Market Analysis, Excel, Powerpoint, English, German, Portfolio Management, Business Model Analysis, Sourcing, Competitive Analysis
Specialization
Candidates should be advanced students in economics, business administration, or industrial engineering with a strong interest in business models. Relevant internship experience in M&A, Private Equity, or Strategy Consulting and proficiency in MS Office are required.
Private Client Tax Assistant Manager at Evelyn Partners
Dublin, Leinster, Ireland - Full Time
Skills Needed
Bookkeeping, Accounts Preparation, Tax Compliance, Income Tax, Corporation Tax, Vat, Payroll, Private Client Tax, Partnership Tax, Tax Planning, Staff Management, Mentoring, Microsoft Office, Client Portfolio Management, Tax Advisory, Communication Skills
Specialization
Requires strong bookkeeping and tax compliance skills along with an ACA or CAI qualification. Experience in staff management and knowledge of private client and partnership tax are essential.
Experience Required
Minimum 2 year(s)
F&B Service Expert - Private Dining at TOWNEPLACE SUITES BY MARRIOTT SAN DIEGO AIRPORT LIBERTY STATION
Amman, Amman, Jordan - Full Time
Skills Needed
Guest Service, Table Setting, Kitchen Communication, Food And Beverage Service, Professional Communication, Cleaning And Maintenance, Menu Management
Specialization
Requires a high school diploma or GED equivalent with less than one year of related work experience. Must be physically capable of standing for long periods and lifting up to 50 pounds with assistance.
Receptionist - Private Country Club at Windstar on Naples Bay
Naples, Florida, United States - Full Time
Skills Needed
Customer Service, Administrative Support, Phone Etiquette, Canva, Microsoft Office, Multitasking, Written Communication, Verbal Communication, Clerical Duties, Reservation Management
Specialization
Requires a high school diploma and at least 2 years of office or administrative experience. Candidates must be proficient in Microsoft Office and Canva, with a professional appearance and strong interpersonal skills.
Experience Required
Minimum 2 year(s)
Private Client Tax Assistant Manager at Evelyn Partners
Southampton, England, United Kingdom - Full Time
Skills Needed
Tax Compliance, Tax Advisory, Hmrc Correspondence, Tax Computations, Budget Monitoring, Client Relationship Management, Microsoft Office, Private Client Tax, Partnership Tax, Tax Planning
Specialization
Candidates must hold ACA and/or CTA qualifications with knowledge of Private Client and Partnership Tax. Strong IT skills and excellent written and interpersonal communication skills are required.
Experience Required
Minimum 2 year(s)
Private Wealth Focused Sales Manager at Smartkarma
Singapore, , Singapore - Full Time
Skills Needed
Sales, Business Development, Account Management, Investment Research, Market Data, Financial Technology, Wealth Technology, Private Banking, Client Acquisition, Consultative Sales, Pipeline Management, Crm, Strategic Planning, Relationship Management, Market Analysis, Negotiation
Specialization
Candidates must have 3 to 5 years of experience in sales, business development, or account management within investment research, market data, or fintech. Proven experience selling to Private Banks, Wealth Managers, or CIO offices is required.
Experience Required
Minimum 2 year(s)
Private Client Tax Assistant Manager at Evelyn Partners
Newcastle upon Tyne, England, United Kingdom - Full Time
Skills Needed
Tax Compliance, Tax Advice, Hmrc Enquiries, Tax Returns, Tax Computations, Supervision, Budget Monitoring, Client Management, Technical Knowledge, Microsoft Office, Written Communication, Inter Personal Skills, Advisory Services, Fee Quoting
Specialization
Candidates must hold an ACA and/or CTA qualification and possess knowledge of Private Client and Partnership Tax. Strong IT skills and excellent written and interpersonal communication abilities are required to effectively manage client relationships and technical tasks.
Experience Required
Minimum 2 year(s)
Private Banking Relationship Manager at Standard Bank - UK
Cape Town, Western Cape, South Africa - Full Time
Skills Needed
Relationship Management, Financial Analysis, Portfolio Management, Client Acquisition, Credit Structuring, Investment Planning, Offshore Product Offerings, Regulatory Compliance, Consumer Banking, Risk Identification, Commercial Acumen, Financial Strategy
Specialization
Requires a FAIS-aligned degree in Business Commerce and mandatory FAIS Representative certification. Candidates must have at least 7 years of experience in financial services, with 5-7 years specifically in private banking or relationship management.
Experience Required
Minimum 5 year(s)
Private Client Tax Assistant Manager at Evelyn Partners
Newcastle upon Tyne, England, United Kingdom - Full Time
Skills Needed
Tax Compliance, Tax Advisory, Hmrc Correspondence, Tax Computations, Budget Monitoring, Client Relationship Management, Microsoft Office, Private Client Tax, Partnership Tax, Tax Planning
Specialization
Candidates must possess ACA and/or CTA qualifications with knowledge of Private Client and Partnership Tax. Strong IT skills and excellent written and interpersonal communication skills are required.
Experience Required
Minimum 2 year(s)
Private Banking Relationship Manager at Standard Bank - UK
Cape Town, Western Cape, South Africa - Full Time
Skills Needed
Relationship Management, Financial Analysis, Portfolio Management, Client Acquisition, Credit Structuring, Investment Planning, Offshore Product Offerings, Regulatory Compliance, Consumer Banking, Risk Identification, Commercial Acumen, Financial Strategy
Specialization
Requires a FAIS-aligned degree in Business Commerce and mandatory FAIS Representative certification. Candidates must have at least 7 years of experience in financial services, with 5-7 years specifically in private banking or relationship management.
Experience Required
Minimum 5 year(s)
Private Client Tax Assistant Manager at Evelyn Partners
Dublin, Leinster, Ireland -
Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

0.0

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Bookkeeping, Accounts preparation, Tax compliance, Income tax, Corporation tax, VAT, Payroll, Private client tax, Partnership tax, Staff management, Mentoring, Business development, Microsoft Office, Communication skills, Organizational skills

Industry

Financial Services

Description
Company Description At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK and Ireland's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary. Job Description What will you be doing? We are looking for a talented Assistant Manager to join our Private Client team in Dublin. This role offers the opportunity to support and manage a client portfolio, delivering high-quality accounting, tax compliance and advisory services. You will also support the development of junior team members. As Assistant Manager, your responsibilities will include among others Preparing and also managing the process of preparing: Accounts for small companies/professional sole traders Associated VAT returns, payroll & corporation tax returns CRO filings re company annual returns Income tax returns Assist in dealing with ad hoc advice related issues that arise from time to time and also non-accounting / tax related financial matters (eg assistance in dealing with client’s investment managers, pension fund advisors, project managing transactions such as property purchases or investments in private companies). Delegating tasks and reviewing the work of junior team members. Responsible for coaching and mentoring junior staff Support with business development initiatives and growing the business Qualifications To be successful in this role, you should have Strong bookkeeping, accounts preparation and tax compliance return preparation skills (income tax, corporation tax, VAT and payroll) Knowledge of private client and partnership tax and some planning experience Exemplary organisational and communication skills Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint Gained some staff management/mentoring/supervisory experience ACA or CAI qualification Desired Evidence of managing a small client portfolio Some tax advisory experience preferable but not essential ATI or CTA qualification or the desire to work towards this Additional Information As a colleague here at S&W you will have access to benefits that include Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. Office Location: Dublin (Wilton Terrace)

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Responsibilities
The Assistant Manager will manage a client portfolio, delivering high-quality accounting, tax compliance, and advisory services. They are also responsible for delegating tasks, reviewing work, and mentoring junior team members.
Private Client Tax Assistant Manager at Evelyn Partners
Dublin, Leinster, Ireland - Full Time
Skills Needed
Bookkeeping, Accounts Preparation, Tax Compliance, Income Tax, Corporation Tax, Vat, Payroll, Private Client Tax, Partnership Tax, Staff Management, Mentoring, Business Development, Microsoft Office, Communication Skills, Organizational Skills
Specialization
Candidates must have strong bookkeeping, accounts preparation, and tax compliance skills, along with an ACA or CAI qualification. Previous experience in staff management and a solid understanding of private client and partnership tax are required.
Experience Required
Minimum 2 year(s)
Tax Manager, Private Client Services at BDO USA Experienced Career Site
Boston, Massachusetts, United States - Full Time
Skills Needed
Tax Compliance, Tax Consulting, Estate Planning, Trust Taxation, Gift Tax, Business Development, People Management, Tax Research, Financial Planning, Client Relationship Management, Reviewing Tax Returns, Leadership, Communication, Time Management, Technical Writing, Project Management
Specialization
Requires a bachelor's degree in a related field and at least five years of experience in accounting, finance, or law. Must hold a CPA, EA, or Attorney credential and be proficient in Microsoft Office and tax compliance software.
Experience Required
Minimum 5 year(s)
Tax Manager, Private Client Services at BDO USA Experienced Career Site
New York, New York, United States - Full Time
Skills Needed
Tax Compliance, Tax Consulting, Estate Planning, Trust Taxation, Gift Tax, Business Development, People Management, Tax Research, Financial Planning, Client Relationship Management, Reviewing Tax Returns, Leadership, Communication, Time Management, Technical Writing, Project Management
Specialization
Requires a bachelor's degree in a relevant field and at least five years of experience in accounting, finance, or law. Must hold a CPA, EA, or Attorney credential and be proficient in Microsoft Office and tax compliance software.
Experience Required
Minimum 5 year(s)
Tax Senior, Private Client Services at BDO USA Experienced Career Site
New York, New York, United States - Full Time
Skills Needed
Tax Compliance, Tax Consulting, Estate Tax, Income Tax, Gift Tax, Trust Tax, Financial Planning, Tax Research, Leadership, Business Development, Communication, Time Management, Microsoft Office Suite, Adobe Acrobat, Staff Supervision, Client Relationship Management
Specialization
Requires a bachelor's degree in Accounting, Finance, Economics, or Statistics and at least two years of relevant tax or public accounting experience. A CPA, Attorney, or Enrolled Agent certification is preferred along with proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Product Manager Private Market Funds at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Product Management, Private Equity, Private Credit, Private Infrastructure, Private Real Estate, Fundraising, Market Research, Due Diligence, Client Relationship Management, Project Management, Ms Office, English, German
Specialization
Requires a Bachelor's or Master's degree in Banking, Finance, or Law with professional experience in product management within an international bank or asset manager. Must possess a strong understanding of private market investment products and be fluent in German and English.
Experience Required
Minimum 2 year(s)
Assistant Manager - Private Clients at Ocorian
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Trust Administration, Compliance, Fiduciary Duties, Client Management, Financial Reporting, Legal Document Analysis, English Proficiency, Mandarin Proficiency, Due Diligence, Corporate Secretarial, Risk Management, Tax Law
Specialization
Requires technical knowledge of complex trust and corporate products, investments, and Hong Kong's regulatory framework. Proficiency in both English and Mandarin is essential, and professional certifications like STEP or ISCA are preferred.
Experience Required
Minimum 5 year(s)
Manager, Audit - Private Enterprise at KPMG
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Audit Management, Financial Planning, Staff Mentoring, Client Relationship Management, Accounting Methodologies, Delegation, Performance Management, Written Communication, Verbal Communication, Attention To Detail, Risk Management, Public Practice Accounting
Specialization
Requires a bachelor's degree and at least 5 years of public practice accounting experience with prior managerial roles. Proficiency in accounting frameworks such as ASPE, NPO, PSAB, IFRS, or US GAAP and a Canadian CPA designation are highly valued.
Experience Required
Minimum 5 year(s)
Private Duty Home Health Aide or CNA at Broadway Cityview
Port Charlotte, Florida, United States - Full Time
Skills Needed
Personal Care Assistance, Patient Observation, Documentation, Medication Reminders, Light Housekeeping, Companionship, Cpr, Patient Safety
Specialization
Candidates must hold a current HHA certificate or CNA license and a current CPR certification. Ability to follow written instructions and work independently with compassion is required.
Specialist Urologist- Private Sector at SearchPlus HR
Manchester, England, United Kingdom - Full Time
Skills Needed
Urology, Diagnosis, Surgical Procedures, Patient Care, Diagnostic Testing, Treatment Planning, Multidisciplinary Collaboration, Physical Examinations, Medical Imaging, Urological Health, Communication Skills, Interpersonal Skills
Specialization
Candidates must hold a medical degree and specialist certification in Urology, along with a valid medical license. Proven experience in diagnosing and treating urological conditions is required, alongside strong communication skills and a commitment to professional development.
Experience Required
Minimum 5 year(s)
Project Coordinator - Private Equity at Proskauer
New York, New York, United States - Full Time
Skills Needed
Administrative Skills, Microsoft Office Suite, Project Coordination, Time Management, Confidentiality, Detail Orientation, Multi Tasking, Proactive Follow Up, Organization
Specialization
Requires a Bachelor's degree and at least 5 years of administrative or legal experience. Must be proficient in Microsoft Office and capable of working overtime in a high-pressure environment.
Experience Required
Minimum 5 year(s)
Private Equity / M&A Intern (d/f/m) at Franz Haniel & Cie. GmbH
Duisburg, North Rhine-Westphalia, Germany - Full Time
Skills Needed
M&A Processes, Company Valuation, Financial Analysis, Strategic Analysis, Dcf, Lbo, Multiples, Market Analysis, Excel, Powerpoint, English, German, Portfolio Management, Business Model Analysis, Sourcing, Competitive Analysis
Specialization
Candidates should be advanced students in economics, business administration, or industrial engineering with a strong interest in business models. Relevant internship experience in M&A, Private Equity, or Strategy Consulting and proficiency in MS Office are required.
Private Client Tax Assistant Manager at Evelyn Partners
Dublin, Leinster, Ireland - Full Time
Skills Needed
Bookkeeping, Accounts Preparation, Tax Compliance, Income Tax, Corporation Tax, Vat, Payroll, Private Client Tax, Partnership Tax, Tax Planning, Staff Management, Mentoring, Microsoft Office, Client Portfolio Management, Tax Advisory, Communication Skills
Specialization
Requires strong bookkeeping and tax compliance skills along with an ACA or CAI qualification. Experience in staff management and knowledge of private client and partnership tax are essential.
Experience Required
Minimum 2 year(s)
F&B Service Expert - Private Dining at TOWNEPLACE SUITES BY MARRIOTT SAN DIEGO AIRPORT LIBERTY STATION
Amman, Amman, Jordan - Full Time
Skills Needed
Guest Service, Table Setting, Kitchen Communication, Food And Beverage Service, Professional Communication, Cleaning And Maintenance, Menu Management
Specialization
Requires a high school diploma or GED equivalent with less than one year of related work experience. Must be physically capable of standing for long periods and lifting up to 50 pounds with assistance.
Receptionist - Private Country Club at Windstar on Naples Bay
Naples, Florida, United States - Full Time
Skills Needed
Customer Service, Administrative Support, Phone Etiquette, Canva, Microsoft Office, Multitasking, Written Communication, Verbal Communication, Clerical Duties, Reservation Management
Specialization
Requires a high school diploma and at least 2 years of office or administrative experience. Candidates must be proficient in Microsoft Office and Canva, with a professional appearance and strong interpersonal skills.
Experience Required
Minimum 2 year(s)
Private Client Tax Assistant Manager at Evelyn Partners
Southampton, England, United Kingdom - Full Time
Skills Needed
Tax Compliance, Tax Advisory, Hmrc Correspondence, Tax Computations, Budget Monitoring, Client Relationship Management, Microsoft Office, Private Client Tax, Partnership Tax, Tax Planning
Specialization
Candidates must hold ACA and/or CTA qualifications with knowledge of Private Client and Partnership Tax. Strong IT skills and excellent written and interpersonal communication skills are required.
Experience Required
Minimum 2 year(s)
Private Wealth Focused Sales Manager at Smartkarma
Singapore, , Singapore - Full Time
Skills Needed
Sales, Business Development, Account Management, Investment Research, Market Data, Financial Technology, Wealth Technology, Private Banking, Client Acquisition, Consultative Sales, Pipeline Management, Crm, Strategic Planning, Relationship Management, Market Analysis, Negotiation
Specialization
Candidates must have 3 to 5 years of experience in sales, business development, or account management within investment research, market data, or fintech. Proven experience selling to Private Banks, Wealth Managers, or CIO offices is required.
Experience Required
Minimum 2 year(s)
Private Client Tax Assistant Manager at Evelyn Partners
Newcastle upon Tyne, England, United Kingdom - Full Time
Skills Needed
Tax Compliance, Tax Advice, Hmrc Enquiries, Tax Returns, Tax Computations, Supervision, Budget Monitoring, Client Management, Technical Knowledge, Microsoft Office, Written Communication, Inter Personal Skills, Advisory Services, Fee Quoting
Specialization
Candidates must hold an ACA and/or CTA qualification and possess knowledge of Private Client and Partnership Tax. Strong IT skills and excellent written and interpersonal communication abilities are required to effectively manage client relationships and technical tasks.
Experience Required
Minimum 2 year(s)
Private Banking Relationship Manager at Standard Bank - UK
Cape Town, Western Cape, South Africa - Full Time
Skills Needed
Relationship Management, Financial Analysis, Portfolio Management, Client Acquisition, Credit Structuring, Investment Planning, Offshore Product Offerings, Regulatory Compliance, Consumer Banking, Risk Identification, Commercial Acumen, Financial Strategy
Specialization
Requires a FAIS-aligned degree in Business Commerce and mandatory FAIS Representative certification. Candidates must have at least 7 years of experience in financial services, with 5-7 years specifically in private banking or relationship management.
Experience Required
Minimum 5 year(s)
Private Client Tax Assistant Manager at Evelyn Partners
Newcastle upon Tyne, England, United Kingdom - Full Time
Skills Needed
Tax Compliance, Tax Advisory, Hmrc Correspondence, Tax Computations, Budget Monitoring, Client Relationship Management, Microsoft Office, Private Client Tax, Partnership Tax, Tax Planning
Specialization
Candidates must possess ACA and/or CTA qualifications with knowledge of Private Client and Partnership Tax. Strong IT skills and excellent written and interpersonal communication skills are required.
Experience Required
Minimum 2 year(s)
Private Banking Relationship Manager at Standard Bank - UK
Cape Town, Western Cape, South Africa - Full Time
Skills Needed
Relationship Management, Financial Analysis, Portfolio Management, Client Acquisition, Credit Structuring, Investment Planning, Offshore Product Offerings, Regulatory Compliance, Consumer Banking, Risk Identification, Commercial Acumen, Financial Strategy
Specialization
Requires a FAIS-aligned degree in Business Commerce and mandatory FAIS Representative certification. Candidates must have at least 7 years of experience in financial services, with 5-7 years specifically in private banking or relationship management.
Experience Required
Minimum 5 year(s)