Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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: Must have CTA, ACA, or equivalent qualification with experience in personal/private client tax.
- Other info: Opportunities for mentoring junior staff and involvement in business development.
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. Whether you're an ambitious Assistant Manager ready for your next step or a seasoned Manager seeking a new challenge, this is your chance to join a supportive team and shape your future in tax.
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 on andy.chaplin@pro-tax.co.uk or 07877 121163 for a confidential conversation.
Personal Tax Manager - Birmingham employer: Pro-Tax
Contact Detail:
Pro-Tax 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 field, especially those who work in personal tax or at similar firms. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the latest trends in personal tax, particularly around inheritance tax and property planning. Being knowledgeable about current issues will help you stand out during discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your experience in mentoring junior staff. Highlight specific examples of how you've contributed to their professional growth, as this aligns with the firm's emphasis on collaboration and development.
✨Tip Number 4
Showcase your commercial awareness by thinking about how you can contribute to business development. Consider ideas for expanding the firm’s client base or enhancing its reputation in the Birmingham area.
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 work with high-net-worth clients and your qualifications such as CTA or ACA.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax and your ability to build client relationships. Mention specific examples of how you've supported junior staff or contributed to team culture.
Highlight Relevant Skills: In your application, focus on your strong interpersonal and communication skills. Discuss your commercial awareness and any experience in business development, as these are key for the role.
Show Enthusiasm for the Firm's Culture: Express your interest in the firm's commitment to inclusion and collaboration. Mention how you align with their values and how you can contribute to their supportive team environment.
How to prepare for a job interview at Pro-Tax
✨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 Your Client Relationship Skills
Strong interpersonal skills are crucial for this role. Share examples of how you've built long-term relationships with clients, and highlight any successful outcomes from your advisory work that benefited them.
✨Demonstrate Leadership Potential
This position involves mentoring junior staff, so be ready to talk about your experience in coaching or leading teams. Discuss how you can contribute to a collaborative team culture and support the professional growth of others.
✨Express Your Interest in Business Development
The firm values commercial awareness and business development. Prepare to discuss any initiatives you've taken to grow a firm's reputation or client base, and express your enthusiasm for contributing to these efforts.
