Private Client Tax Senior Manager - Birmingham
17 days ago
Birmingham
Private Client Tax Senior Manager \n Location: Birmingham, West MidlandsJob Type: Permanent | Hybrid WorkingSalary: Competitive + Excellent Benefits \n Private Client Tax Senior Manager – Birmingham \n We are recruiting a Private Client Tax Senior Manager on behalf of a highly regarded and growing accountancy practice in Birmingham. \n This is an excellent opportunity for an experienced Private Client Tax Manager or Senior Manager to join a thriving tax team, managing a prestigious portfolio of high-net-worth individuals, entrepreneurs, trusts, estates, family offices, and owner-managed businesses. \n If you're looking for a predominantly advisory role with genuine progression to Director, this could be the perfect opportunity. \n The Role \n As a Private Client Tax Senior Manager, you will work closely with Partners and Directors to deliver high-quality tax advisory and compliance services while acting as a trusted adviser to clients. \n Your responsibilities will include: \n\n • Managing a portfolio of high-net-worth individuals, trusts, estates, and business owners\n, • Delivering complex private client tax advisory projects\n, • Providing advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning\n, • Reviewing complex personal tax returns and advisory reports\n, • Building strong relationships with clients, HMRC, solicitors, and wealth managers\n, • Leading client meetings and providing commercially focused tax advice\n, • Identifying tax planning opportunities and supporting business development\n, • Supporting Partners on complex advisory assignments\n, • Mentoring and developing Managers, Assistant Managers, and junior staff\n, • Maintaining the highest technical and professional standards\n\n About You \n To be successful, you'll have: \n\n • CTA, ACA or ATT qualification (or equivalent experience)\n, • Significant experience within UK Private Client Tax\n, • Strong technical knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning\n, • Experience managing high-net-worth private clients\n, • Strong advisory and client relationship management skills\n, • Leadership experience and the ability to mentor junior team members\n, • Commercial awareness with a proactive approach to business development\n, • Excellent communication and organisational skills\n\n What's on Offer \n\n • Hybrid and flexible working\n, • Competitive salary and benefits package\n, • Advisory-focused role with complex technical work\n, • Prestigious private client portfolio\n, • Leadership and mentoring opportunities\n, • Business development exposure\n, • Ongoing professional development\n, • Clear career progression towards Director\n, • Supportive and collaborative working environment\n\n Location \n Based in Birmingham, with excellent transport links from Solihull, Sutton Coldfield, Bromsgrove, Redditch, Coventry, Dudley, Walsall, Wolverhampton, and surrounding areas. \n Apply \n For a confidential discussion or to apply, please contact Jack Wood: \n \n