Private Client Manager

at  Sedulo

OUR MISSION

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

• Working with our clients to transform their business and personal finances
• Connecting and contributing to the business community in the cities we are located in
• Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation
• Being a great place to work and develop your career

KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED

• Qualified ACCA, ACA or CIMA with substantial experience within a practice environment where main duties have related to statutory year end accounts or management accounts.
• Experience of preparing and reviewing complex financial reporting packs.
• Up to date experience of accounting and reporting software, including app stacks.

We are looking for a Manager level candidate from a practice background with holistic experience across Management Accounts, VAT and Compliance. The post-holder will work closely with a Partner and in the Private Client team to manage a portfolio of key individuals – delivering and/or reviewing all of their financial reporting requirements (statutory accounts, management accounts, VAT returns) as well as providing regular advice and guidance.
The client base is diverse and dynamic and is primarily made up of household-name public figures, including musicians, actors, TV presenters and sports professionals. The portfolio also includes our most successful entrepreneurs. We are therefore looking for a highly personable candidate with exceptional communication skills, as well the utmost discretion.

Role Objectives

• Provide the highest level of service and advisory support to a portfolio of key clients through regular face-to-face, video and email comms.
• Produce or review statutory accounts, management accounts and VAT returns for Private Clients.
• Assist with oversight, management and development of the Private Client junior team members and future recruits to the rapidly growing team.
• Assist with business development and onboarding of new Private Clients to the offices in the north (Manchester, Liverpool & Leeds).
• Managing all reviews, work in progress and billing for your clients, ensuring monthly targets and filing deadlines are met.
• Co-ordinate information from, and work closely with, the Wealth Management and Tax teams to pull together comprehensive reporting packs for clients.