International Private Bank DDT (Digital & Data Transformation) - Product Manager - Associate (602) About the Employer JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at . J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $4.3 trillion and assets under management of $3.1 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2021.) J.P. Morgan Global Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $1.9 trillion in client assets globally. IPB Digital & Data Transformation The International Private Bank (IPB) DDT team is focused on transforming and simplifying the way our advisors, client service group and clients do business in the IPB. The team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It's an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally. Job description The Digital and Data Transformation team within the Private Bank seek a self-motivated and experienced Product Owner to support our Digital Client Platform/ Operational processes. In this role you must demonstrate clear strategic vision and a strong commitment to platform transformation and modernization. You will be responsible for coming up with effective solutions to problems that are valuable (our clients choose to use them), viable (the solution works for the business), usable (clients can figure out how to use it) and feasible (our engineers have the skills and technology to implement them). You must be able to collaborate and communicate effectively with senior management, control partners, Client Service Teams, fellow product/project managers, Designers and Technologists to ultimately shape our digital product strategy and ensure we are constantly improving and enriching the client experience. It's an exciting time to be transforming our business and you will be one of the key leaders in driving strategic digital change, helping to accelerate the business growth and achieve efficiency goals globally. Key Responsibilities Develop and lead key digital initiatives, seeking to reimagine the client experience, deepening client engagement with our digital platform and driving operational efficiency. Work with a global team strategizing and implementing solutions across EMEA, Asia and LATAM. Define scope, use cases, workflows, wire-frames, product requirements, and other materials as needed to facilitate UX design and development. Work closely with business stakeholders to create clear and concise business requirements in the form of user stories. Partner effectively with distributed technology and operations teams to ensure that project deliverables remain on track & continue to meet business requirements. Participate and act as an internal advocate of data insights and analytics to guide the business' strategic priorities and decision making. Partner closely with global stakeholders to execute the roadmap and drive product initiatives, while meeting critical deadlines and budget constraints. Integrate customer feedback, data analytics, product metrics, user experience research, market analysis, and company goals to drive prioritization of product initiatives. Demonstrate strong stakeholder management skills, setting and continuously managing expectations through effective written and oral communication. Manage and prioritize the feature backlog, with a pragmatic and astute mindset towards benefits and tradeoffs. Drive planning, execution and Go To Market strategies for new releases. Build and present end-to-end executive product updates inclusive of production metrics, new feature delivery planning and financial forecasting. Qualifications & Skills Needed To Succeed 8 - 11 years of relevant product owner experience required, with proven track record of delivery. Experience working in Financial Services, experience in Wealth Management would be helpful. Experience in managing complex projects with multiple deliverables through the entire project lifecycle from design to implementation. Experience working with Agile product teams and associated tools (Scrum, Kanban, Jira, Confluence). Must demonstrate exemplary ownership and hold themselves to a high professional and personal standard. Must be a strong problem solver and effective communicator, with a partnership mindset and an underlying interest in digital solutions. Ability to define and execute product roadmap and business models. Ability to prioritize projects and efforts considering many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs. Ability to partner with cross-functional teams at all levels for effective execution in an agile manner. Ability to manage tight delivery timelines and execute under pressure. Demonstrates degree of self-motivation suitable for a "start-up" team, superior work ethic and adaptability to push beyond standard hours during busy periods to meet tight deadlines. Desired Skills Product Manager background in digital platform infrastructure and modernization efforts, preferred. Strong knowledge and experience of digital client trends especially in Banking sector. Thrives working in a fast-paced, dynamic environment working across digital groups and time zones. Advanced degree and technical background preferred.
Mar 24, 2026
Full time
International Private Bank DDT (Digital & Data Transformation) - Product Manager - Associate (602) About the Employer JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at . J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $4.3 trillion and assets under management of $3.1 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2021.) J.P. Morgan Global Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $1.9 trillion in client assets globally. IPB Digital & Data Transformation The International Private Bank (IPB) DDT team is focused on transforming and simplifying the way our advisors, client service group and clients do business in the IPB. The team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It's an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally. Job description The Digital and Data Transformation team within the Private Bank seek a self-motivated and experienced Product Owner to support our Digital Client Platform/ Operational processes. In this role you must demonstrate clear strategic vision and a strong commitment to platform transformation and modernization. You will be responsible for coming up with effective solutions to problems that are valuable (our clients choose to use them), viable (the solution works for the business), usable (clients can figure out how to use it) and feasible (our engineers have the skills and technology to implement them). You must be able to collaborate and communicate effectively with senior management, control partners, Client Service Teams, fellow product/project managers, Designers and Technologists to ultimately shape our digital product strategy and ensure we are constantly improving and enriching the client experience. It's an exciting time to be transforming our business and you will be one of the key leaders in driving strategic digital change, helping to accelerate the business growth and achieve efficiency goals globally. Key Responsibilities Develop and lead key digital initiatives, seeking to reimagine the client experience, deepening client engagement with our digital platform and driving operational efficiency. Work with a global team strategizing and implementing solutions across EMEA, Asia and LATAM. Define scope, use cases, workflows, wire-frames, product requirements, and other materials as needed to facilitate UX design and development. Work closely with business stakeholders to create clear and concise business requirements in the form of user stories. Partner effectively with distributed technology and operations teams to ensure that project deliverables remain on track & continue to meet business requirements. Participate and act as an internal advocate of data insights and analytics to guide the business' strategic priorities and decision making. Partner closely with global stakeholders to execute the roadmap and drive product initiatives, while meeting critical deadlines and budget constraints. Integrate customer feedback, data analytics, product metrics, user experience research, market analysis, and company goals to drive prioritization of product initiatives. Demonstrate strong stakeholder management skills, setting and continuously managing expectations through effective written and oral communication. Manage and prioritize the feature backlog, with a pragmatic and astute mindset towards benefits and tradeoffs. Drive planning, execution and Go To Market strategies for new releases. Build and present end-to-end executive product updates inclusive of production metrics, new feature delivery planning and financial forecasting. Qualifications & Skills Needed To Succeed 8 - 11 years of relevant product owner experience required, with proven track record of delivery. Experience working in Financial Services, experience in Wealth Management would be helpful. Experience in managing complex projects with multiple deliverables through the entire project lifecycle from design to implementation. Experience working with Agile product teams and associated tools (Scrum, Kanban, Jira, Confluence). Must demonstrate exemplary ownership and hold themselves to a high professional and personal standard. Must be a strong problem solver and effective communicator, with a partnership mindset and an underlying interest in digital solutions. Ability to define and execute product roadmap and business models. Ability to prioritize projects and efforts considering many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs. Ability to partner with cross-functional teams at all levels for effective execution in an agile manner. Ability to manage tight delivery timelines and execute under pressure. Demonstrates degree of self-motivation suitable for a "start-up" team, superior work ethic and adaptability to push beyond standard hours during busy periods to meet tight deadlines. Desired Skills Product Manager background in digital platform infrastructure and modernization efforts, preferred. Strong knowledge and experience of digital client trends especially in Banking sector. Thrives working in a fast-paced, dynamic environment working across digital groups and time zones. Advanced degree and technical background preferred.
With over 30 years of organic growth, our hedge fund business has evolved from single-strategy funds into a fully-scaled global multi-manager platform, totaling more than $40bn in AUM. Our specialist portfolio management teams operate across two verticals: Equity Long/Short and Diversifying Strategies (macro, fixed income and credit). We offer our capabilities via flagship multi-strategy funds, and on a stand-alone basis. We strive to deliver exceptional investment results for clients, and to be a destination of choice for top talent.We are seeking to recruit a Director who will be both the business lead responsible for Diversifying Strategies, as well as a member of the leadership team of our Hedge Fund Group (HFG), which oversees the strategic direction and the investment talent for our growing hedge fund business.This role will oversee a broad and evolving suite of macro, fixed income relative value and credit strategies and investors. The Director will be responsible for ensuring strong, repeatable investment results, the attraction, development and retention of talent globally, and the overall long term commercial success of the strategies. This position will be based in London.The ideal candidate must be the utmost fiduciary, a strategic thinker and a problem solver. They will have a highly competitive drive, mixed with strong collaboration skills to activate the firm towards our commercial ambition. - 15+ yrs of relevant experience in macro or multi-strategy hedge fund business leadership, or related fields;- Credibility as a manager of investors, with a proven track record of attracting, retaining, developing, and motivating investment talent, and the strongest ability to build trust-based relationships with investors. A laser focus on helping investors succeed, with a long term view on talent that combines excellence and rigor with flexibility and empathy.- Strategic orientation with the ability to define and execute a strong business plan and financial model- Strong organizational skills - able to manage, prioritize, and complete multiple projects simultaneously, and results orientated;- Effective interpersonal and communication skills - able to articulate and integrate numerous viewpoints, and mobilize/influence across the firm, and represent the function internally and externally;- The ability to navigate stressful situations with composure - a calming, pragmatic problem solver, and active listener;- Prior management experience of investors (first-hand investment experience, either as an Analyst or Portfolio Manager, is advantageous).
Mar 23, 2026
Full time
With over 30 years of organic growth, our hedge fund business has evolved from single-strategy funds into a fully-scaled global multi-manager platform, totaling more than $40bn in AUM. Our specialist portfolio management teams operate across two verticals: Equity Long/Short and Diversifying Strategies (macro, fixed income and credit). We offer our capabilities via flagship multi-strategy funds, and on a stand-alone basis. We strive to deliver exceptional investment results for clients, and to be a destination of choice for top talent.We are seeking to recruit a Director who will be both the business lead responsible for Diversifying Strategies, as well as a member of the leadership team of our Hedge Fund Group (HFG), which oversees the strategic direction and the investment talent for our growing hedge fund business.This role will oversee a broad and evolving suite of macro, fixed income relative value and credit strategies and investors. The Director will be responsible for ensuring strong, repeatable investment results, the attraction, development and retention of talent globally, and the overall long term commercial success of the strategies. This position will be based in London.The ideal candidate must be the utmost fiduciary, a strategic thinker and a problem solver. They will have a highly competitive drive, mixed with strong collaboration skills to activate the firm towards our commercial ambition. - 15+ yrs of relevant experience in macro or multi-strategy hedge fund business leadership, or related fields;- Credibility as a manager of investors, with a proven track record of attracting, retaining, developing, and motivating investment talent, and the strongest ability to build trust-based relationships with investors. A laser focus on helping investors succeed, with a long term view on talent that combines excellence and rigor with flexibility and empathy.- Strategic orientation with the ability to define and execute a strong business plan and financial model- Strong organizational skills - able to manage, prioritize, and complete multiple projects simultaneously, and results orientated;- Effective interpersonal and communication skills - able to articulate and integrate numerous viewpoints, and mobilize/influence across the firm, and represent the function internally and externally;- The ability to navigate stressful situations with composure - a calming, pragmatic problem solver, and active listener;- Prior management experience of investors (first-hand investment experience, either as an Analyst or Portfolio Manager, is advantageous).
Senior Manager, Business Development & Marketing (6-Month FTC) Location: Global / Multi-jurisdictional Reports to: Chief Business Development & Marketing Officer A leading international professional services firm is seeking an experienced Senior Business Development & Marketing Manager for a 6-month fixed-term contract. The role supports its global corporate services, funds and fiduciary business, driving a proactive BD strategy and strengthening internal processes across key markets in Europe, the US and Asia. This senior position partners closely with directors and senior stakeholders to target new business opportunities, enhance BD best practice, manage a high-performing team, and deliver data-driven client development activity. Key Responsibilities Lead development and execution of BD plans across service lines. Use data and research to identify and prioritise new client and intermediary opportunities. Drive both internal cross-selling and external new business acquisition. Work with BD data, research and client development teams to target key markets. Utilise CRM systems (InterAction or similar) to optimise BD processes and insights. Strengthen BD reporting, dashboards and firm-wide behaviours. Run planning and review meetings with service line teams; monitor budgets and activity. Translate service line BD plans into clear individual BD actions and targets. Support development of marketing collateral. Lead and advise on major pitches, proposals and high-value opportunities. Coordinate BD trips, suggest targets, improve meeting effectiveness and manage itineraries. Identify conference opportunities, secure speaking roles and research attendee targets. Plan and deliver BD events aligned to targeting goals. Support BD training initiatives to encourage cross-selling and service understanding. Manage BD budgets and ensure timely reporting of progress and spend. Skills, Knowledge & Expertise Degree desirable. Proven success designing and delivering effective BD strategies. Strong stakeholder management at all seniority levels. Excellent communication, analytical and relationship-building skills. Confident client-facing presence with strong networking ability. Experienced people manager with a proactive, solutions-focused mindset. CRM experience (preferably InterAction). Culture & Inclusion The firm is committed to an inclusive, diverse and supportive environment. Applications are welcomed from all backgrounds, and reasonable adjustments are available throughout the recruitment process. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Mar 22, 2026
Full time
Senior Manager, Business Development & Marketing (6-Month FTC) Location: Global / Multi-jurisdictional Reports to: Chief Business Development & Marketing Officer A leading international professional services firm is seeking an experienced Senior Business Development & Marketing Manager for a 6-month fixed-term contract. The role supports its global corporate services, funds and fiduciary business, driving a proactive BD strategy and strengthening internal processes across key markets in Europe, the US and Asia. This senior position partners closely with directors and senior stakeholders to target new business opportunities, enhance BD best practice, manage a high-performing team, and deliver data-driven client development activity. Key Responsibilities Lead development and execution of BD plans across service lines. Use data and research to identify and prioritise new client and intermediary opportunities. Drive both internal cross-selling and external new business acquisition. Work with BD data, research and client development teams to target key markets. Utilise CRM systems (InterAction or similar) to optimise BD processes and insights. Strengthen BD reporting, dashboards and firm-wide behaviours. Run planning and review meetings with service line teams; monitor budgets and activity. Translate service line BD plans into clear individual BD actions and targets. Support development of marketing collateral. Lead and advise on major pitches, proposals and high-value opportunities. Coordinate BD trips, suggest targets, improve meeting effectiveness and manage itineraries. Identify conference opportunities, secure speaking roles and research attendee targets. Plan and deliver BD events aligned to targeting goals. Support BD training initiatives to encourage cross-selling and service understanding. Manage BD budgets and ensure timely reporting of progress and spend. Skills, Knowledge & Expertise Degree desirable. Proven success designing and delivering effective BD strategies. Strong stakeholder management at all seniority levels. Excellent communication, analytical and relationship-building skills. Confident client-facing presence with strong networking ability. Experienced people manager with a proactive, solutions-focused mindset. CRM experience (preferably InterAction). Culture & Inclusion The firm is committed to an inclusive, diverse and supportive environment. Applications are welcomed from all backgrounds, and reasonable adjustments are available throughout the recruitment process. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Tier 1 - Tax and Trusts Manager Location: Central London - hybrid Salary: DOE Join a Top-tier Legal 500 firm in London dealing with complex trusts and tax structures. RESPONSIBILITIES -Managing a varied and technically complex portfolio of UK and offshore trusts, estates and private wealth structures, ensuring efficient administration and compliance -Advising on UK tax implications for trusts and high-net-worth individuals, including IHT, CGT and income tax planning opportunities -Overseeing trust accounts, tax returns and reporting obligations, liaising with external advisers and fiduciaries where required -Supporting partners and senior lawyers on sophisticated wealth structuring, succession planning and multi-generational family governance matters -Acting as a key point of contact for trustees, beneficiaries and family offices, delivering clear and commercially focused advice -Collaborating closely with legal, tax, family and corporate specialists to provide an integrated private wealth service -Driving proactive matter management, including budgeting, WIP control and achievement of financial targets -Contributing to business development, client relationship management and thought leadership within the private wealth and fiduciary space -Supervising and mentoring junior team members and assisting with workflow management and technical development ABOUT YOU -CTA / STEP qualified (or equivalent) with substantial experience in trust taxation and private wealth gained within a leading professional services or legal environment -Strong technical expertise across UK trust taxation, estate administration and fiduciary accounting, with exposure to international structures -Experience advising high-net-worth individuals, trustees, family offices and entrepreneurial families -Commercially minded with excellent organisational skills and a proactive approach to client service and relationship management -Confident communicator with the ability to translate complex tax issues into practical guidance -A collaborative team player with experience supervising junior professionals BENEFITS -Competitive salary with discretionary bonus -Hybrid working model with genuine flexibility and agile culture -Generous annual leave entitlement with additional festive closure -Private medical insurance and comprehensive wellbeing support -Enhanced pension contribution and life assurance -Ongoing professional development with support for STEP, CTA and specialist training -Exposure to high-quality international work within a collaborative private wealth platform -Clear progression pathway within a well-resourced and growing team -Strong administrative, accounting and knowledge support infrastructure If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)
Feb 28, 2026
Full time
Tier 1 - Tax and Trusts Manager Location: Central London - hybrid Salary: DOE Join a Top-tier Legal 500 firm in London dealing with complex trusts and tax structures. RESPONSIBILITIES -Managing a varied and technically complex portfolio of UK and offshore trusts, estates and private wealth structures, ensuring efficient administration and compliance -Advising on UK tax implications for trusts and high-net-worth individuals, including IHT, CGT and income tax planning opportunities -Overseeing trust accounts, tax returns and reporting obligations, liaising with external advisers and fiduciaries where required -Supporting partners and senior lawyers on sophisticated wealth structuring, succession planning and multi-generational family governance matters -Acting as a key point of contact for trustees, beneficiaries and family offices, delivering clear and commercially focused advice -Collaborating closely with legal, tax, family and corporate specialists to provide an integrated private wealth service -Driving proactive matter management, including budgeting, WIP control and achievement of financial targets -Contributing to business development, client relationship management and thought leadership within the private wealth and fiduciary space -Supervising and mentoring junior team members and assisting with workflow management and technical development ABOUT YOU -CTA / STEP qualified (or equivalent) with substantial experience in trust taxation and private wealth gained within a leading professional services or legal environment -Strong technical expertise across UK trust taxation, estate administration and fiduciary accounting, with exposure to international structures -Experience advising high-net-worth individuals, trustees, family offices and entrepreneurial families -Commercially minded with excellent organisational skills and a proactive approach to client service and relationship management -Confident communicator with the ability to translate complex tax issues into practical guidance -A collaborative team player with experience supervising junior professionals BENEFITS -Competitive salary with discretionary bonus -Hybrid working model with genuine flexibility and agile culture -Generous annual leave entitlement with additional festive closure -Private medical insurance and comprehensive wellbeing support -Enhanced pension contribution and life assurance -Ongoing professional development with support for STEP, CTA and specialist training -Exposure to high-quality international work within a collaborative private wealth platform -Clear progression pathway within a well-resourced and growing team -Strong administrative, accounting and knowledge support infrastructure If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)
Our Company & Trust Services client are seeking a Client Accounts Manager to prepare trust and company accounts and oversee the day-to-day running of the client accounts team. The Client Accounts Manager will be responsible for: Preparation and review of trust and company financial statements in accordance with applicable accounting standards Oversight of bookkeeping for trust and corporate structures Consideration of accounting implications of transactions and complex structures Liaison with internal trust administrators, tax advisers, auditors, and external professional advisers Assisting with audits and responding to audit queries Review of management accounts and financial reports, where required Co-ordination and management of day-to-day workflow, task allocation, and deadlines within the Client Accounting Team Supervision, mentoring, and technical support of team members Reviewing work to ensure accuracy, completeness, and quality standards Monitoring team performance against agreed KPIs, quality standards, and service level expectations Identifying training and development needs within the team Driving continuous improvement in processes and controls Maintaining robust financial controls and procedures Ensuring accurate record keeping and data integrity Identifying and escalating technical or risk issues where appropriate Supporting internal and external audit processes The ideal candidate for the role of Client Accounts Manager will have: - Technical experience in preparing Isle of Man trust and company accounts - Ability to interpret financial information and assess transaction implications - Strong interpersonal and communication skills (written and verbal) - Ability to produce high-quality work to strict deadlines - Strong organisational skills and ability to manage competing priorities - Ability to work independently and exercise professional judgement - Proficiency in Microsoft Office (particularly Excel) and relevant accounting software - Current technical accountancy knowledge including up to date knowledge of UK GAAP and FRS 102 - Strong knowledge and experience in Isle of Man trust and company accounts preparation - Ability to assess and advise on the accounting implications of complex transactions - Understanding of different types of trusts and corporate entities Desirable: - Are Qualified (ACA or ACCA) - Awareness of regulatory and fiduciary obligations within an Isle of Man TCSP environment - Experience of working in a trust, fiduciary, or private client environment - Demonstrable experience managing or supervising a team - Exposure to multi-jurisdictional structures - Experience of dealing with auditors and tax advisers
Feb 27, 2026
Full time
Our Company & Trust Services client are seeking a Client Accounts Manager to prepare trust and company accounts and oversee the day-to-day running of the client accounts team. The Client Accounts Manager will be responsible for: Preparation and review of trust and company financial statements in accordance with applicable accounting standards Oversight of bookkeeping for trust and corporate structures Consideration of accounting implications of transactions and complex structures Liaison with internal trust administrators, tax advisers, auditors, and external professional advisers Assisting with audits and responding to audit queries Review of management accounts and financial reports, where required Co-ordination and management of day-to-day workflow, task allocation, and deadlines within the Client Accounting Team Supervision, mentoring, and technical support of team members Reviewing work to ensure accuracy, completeness, and quality standards Monitoring team performance against agreed KPIs, quality standards, and service level expectations Identifying training and development needs within the team Driving continuous improvement in processes and controls Maintaining robust financial controls and procedures Ensuring accurate record keeping and data integrity Identifying and escalating technical or risk issues where appropriate Supporting internal and external audit processes The ideal candidate for the role of Client Accounts Manager will have: - Technical experience in preparing Isle of Man trust and company accounts - Ability to interpret financial information and assess transaction implications - Strong interpersonal and communication skills (written and verbal) - Ability to produce high-quality work to strict deadlines - Strong organisational skills and ability to manage competing priorities - Ability to work independently and exercise professional judgement - Proficiency in Microsoft Office (particularly Excel) and relevant accounting software - Current technical accountancy knowledge including up to date knowledge of UK GAAP and FRS 102 - Strong knowledge and experience in Isle of Man trust and company accounts preparation - Ability to assess and advise on the accounting implications of complex transactions - Understanding of different types of trusts and corporate entities Desirable: - Are Qualified (ACA or ACCA) - Awareness of regulatory and fiduciary obligations within an Isle of Man TCSP environment - Experience of working in a trust, fiduciary, or private client environment - Demonstrable experience managing or supervising a team - Exposure to multi-jurisdictional structures - Experience of dealing with auditors and tax advisers
