At a Glance
- Tasks: Lead a team in delivering high-level tax advisory and compliance solutions.
- Company: Join a fast-growing independent firm with a stellar reputation.
- Benefits: Enjoy flexible working, private medical cover, and a clear path to leadership.
- Other info: Collaborative environment with opportunities for professional growth and development.
- Why this job: Shape your career while making a real impact on high-net-worth clients.
- Qualifications: Experience in Private Client and Trust Tax is essential.
The predicted salary is between 54000 - 66000 £ per year.
Private Client Tax Senior Manager | 12 Partner Firm | Worcestershire / West Midlands Are you an ambitious Private Client and Trust Tax specialist looking to lead a dedicated team within one of the region+rsquo; s fastest-growing independent firms?
Do you thrive on delivering high-level Inheritance Tax, Trust, and CGT advisory while taking direct ownership of team growth, client relationships, and service delivery?
If you are seeking a highly visible, progressive position working closely with Partners, this opportunity offers the perfect platform to shape your career and elevate a key service line.
About the Firm This leading Independent Firm of Accountants has grown to over 150 employees, establishing an outstanding reputation for delivering integrated tax, audit, and strategic advisory services.
Combining market-leading technical capability with a forward-thinking, collaborative environment, the practice continues to expand its footprint rapidly across the Midlands.
Responsibilities Lead, coach, and develop the specialist Private Client + Trust Services team, overseeing workflow, WIP, billing, recoveries, and performance appraisals.
Deliver high-level advisory solutions covering Trusts, Inheritance Tax (IHT), Capital Gains Tax (CGT), offshore structures, and international tax matters.
Oversee and lead the Personal and Trust Tax compliance framework, maintaining overall review and sign-off authority for complex returns.
Ensure full departmental compliance across 60-day CGT Returns, the Trust Registration Service (TRS), Trust IHT Returns, and CRS reporting.
Act as a senior point of contact for HMRC, external professional advisers, and high-net-worth clients, managing complex tax risks proactively.
Drive business development initiatives, networking, and technical content generation to support regional market growth.
As a Private Client Tax Senior Manager you will: Utilize specialist tax and accountancy software (such as CCH or Digita) to manage department compliance and reporting efficiently.
Maintain an individual personal chargeability target of 70% utilisation.
Target and maintain 80% recovery on compliance engagements and 100% recovery on high-value advisory projects.
Work directly alongside Partners to shape long-term business development, talent retention, and team recruitment strategy.
Identify cross-selling opportunities across wider service lines including corporate tax, wealth management, and technology transformation.
What You+rsquo; ll Receive Flexible working options including core hours and hybrid office/remote working arrangements.
Private medical cover options available upon joining.
Employer pension contributions included as part of a comprehensive benefits package.
Direct path to leadership with structured progression reviews toward Director/Partner level.
Full support and study/membership coverage for relevant professional qualifications and professional bodies.
At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions. #publicpractice #taxtalent #privateclienttax #trusttax
Private Client Tax Senior Manager employer: Austin Rose Associates Limited
Austin Rose Associates Limited is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Aberdeen. With a strong focus on employee growth, you will have the opportunity to lead high-impact projects while enjoying a comprehensive benefits package that includes hybrid working options, medical cover, and a competitive pension contribution, making it a rewarding place to advance your career in corporate tax.
Contact Details:
Austin Rose Associates Limited Recruitment Team
