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- Tasks: Manage personal tax compliance and advisory for diverse clients, including HNW individuals.
- Company: Join a leading regional accountancy firm with a strong presence in the Midlands and South West.
- Benefits: Enjoy flexible working, 27 days holiday, and access to a 24/7 online GP.
- Why this job: Be part of a supportive team focused on growth, inclusion, and real career progression.
- Qualifications: CTA, ACA, or equivalent qualification with experience in personal/private client tax required.
- Other info: The firm values diversity and encourages applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
A leading and fast-evolving regional accountancy firm is seeking a Personal Tax Manager to join its expanding Birmingham office. With a strong presence across the Midlands and South West, this progressive practice is investing heavily in its Private Client services, creating an exciting opportunity for a technically strong and client-focused tax professional. This role offers a blend of compliance and advisory work, servicing a varied client base including business owners, property investors, and high-net-worth individuals.
What You'll Be Doing
- Providing compliance and advisory services across a broad personal tax portfolio
- Advising clients on inheritance tax, trust structuring, property planning, and remuneration strategies
- Handling complex private client matters, including share incentive schemes and international tax issues
- Supporting the professional growth of junior tax staff through mentoring and coaching
- Playing an active part in growing the firm's reputation and presence across the region
What You'll Bring
- CTA, ACA, or equivalent qualification, with solid experience in personal/private client tax
- Strong interpersonal and communication skills to build long-term client relationships
- A genuine interest in developing junior team members and contributing to a collaborative team culture
- Commercial awareness and the desire to get involved in business development
Why Join This Firm?
- 27 days holiday + bank holidays + Christmas shutdown
- Flexible hybrid working options
- Access to a 24/7 online GP and wellbeing app
- Generous pension scheme and life assurance
- Thousands of discounts through Perkbox
- Frequent social and networking events
- Real career progression in a people-first, inclusive environment
The firm is proud of its culture of inclusion, collaboration, and continual learning. Whether you're looking for part-time hours, more flexibility for family life, or the right platform to grow into senior leadership - this firm will help you make it happen.
Interested in learning more about this Birmingham-based opportunity? Contact Andy Chaplin for a confidential conversation.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Manager - Birmingham employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager - Birmingham
✨Tip Number 1
Network with professionals in the tax and accountancy field, especially those who work in personal tax. Attend local events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the latest trends and changes in personal tax legislation. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients and complex tax matters. Be ready to share specific examples of how you've successfully managed similar cases, as this will showcase your expertise and suitability for the role.
✨Tip Number 4
Show enthusiasm for mentoring and developing junior staff during your conversations. This aligns with the firm's values and demonstrates that you are a team player who is invested in the growth of others.
We think you need these skills to ace Personal Tax Manager - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax, compliance, and advisory services. Emphasise any qualifications like CTA or ACA, and showcase your ability to handle complex client matters.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for personal tax and your interest in the firm. Mention specific experiences that demonstrate your skills in advising high-net-worth clients and your commitment to mentoring junior staff.
Showcase Your Interpersonal Skills: In your application, highlight examples of how you've built long-term client relationships and contributed to team culture. This role values strong communication skills, so provide concrete instances where you excelled in this area.
Research the Firm: Familiarise yourself with the firm's culture, values, and recent developments in their Private Client services. This knowledge will help you tailor your application and show genuine interest during the interview process.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Technical Knowledge
As a Personal Tax Manager, you'll need to demonstrate your expertise in personal and private client tax. Be prepared to discuss specific tax issues you've handled, such as inheritance tax or trust structuring, and how you approached them.
✨Emphasise Client Relationship Skills
Strong interpersonal skills are crucial for this role. Share examples of how you've built long-term relationships with clients and how you've effectively communicated complex tax matters to them.
✨Highlight Your Mentoring Experience
The firm values the development of junior staff. Discuss any mentoring or coaching experiences you've had, and how you contributed to a collaborative team culture in your previous roles.
✨Demonstrate Commercial Awareness
Show that you understand the business side of tax services. Be ready to talk about how you've been involved in business development or how you've contributed to growing a firm's reputation in the past.
