At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver bespoke tax advisory services.
- Company: Join a forward-thinking, independent accountancy firm in Birmingham.
- Benefits: Competitive salary, flexible working, medical cover, and 23 days holiday.
- Other info: Opportunity for career growth and mentoring junior team members.
- Why this job: Make a real impact while developing your skills in a dynamic team environment.
- Qualifications: ACA/ACCA and/or CTA qualified with personal tax experience.
The predicted salary is between 58500 - 71500 £ per year.
A fantastic opportunity has arisen within a proudly independent and forward-thinking accountancy firm for a Private Client Tax Manager to join their growing Private Client Tax team. The position will suit an experienced personal tax professional who enjoys managing a varied portfolio of high-net-worth private clients, delivering bespoke advisory work, and leading/developing a team. This is a key hire offering strong scope to build trusted adviser relationships and contribute to the continued development of the private client offering.
Job Overview:
- Manage a diverse portfolio of personal tax clients, acting as a primary point of contact and ensuring an exceptional client experience.
- Lead on complex personal tax advisory work across areas including IHT, CGT, income tax, trusts & estates, HMRC investigations, and international/residency matters.
- Review and approve technically robust tax computations and identify/resolve technical issues.
- Produce clear, well-structured advisory reporting and guidance for clients, including bespoke solutions for one-off assignments.
- Develop strong internal relationships and liaise closely with stakeholders across the wider firm to deliver joined-up client outcomes.
- Manage, mentor and develop junior team members through delegation, reviews, feedback and technical support.
- Drive operational efficiency, including workflow management, process improvement and technology adoption.
- Oversee WIP, billing, compliance trackers, productivity/recoveries, and file quality standards.
- Identify and progress business development opportunities within existing clients and via new relationships/events.
- Support senior stakeholders on complex client matters and contribute to firmwide best-practice / technology initiatives.
Job Requirements:
- ACA / ACCA and/or CTA qualified (or equivalent).
- Proven experience in a personal tax-focused environment with exposure to a varied private client base.
- Strong technical knowledge across key private client tax areas (IHT/CGT/trusts & estates/income tax/HMRC enquiries; international/residency exposure beneficial).
- Confident communicator with strong relationship-management skills (written and verbal).
- Commercial and analytical approach to resolving client issues and delivering bespoke solutions.
- Ability to work autonomously while also contributing positively within a collaborative team environment.
- Experience of (or desire to) lead, mentor and develop others.
- Must live within commuting distance of Birmingham.
- Willingness to work outside normal hours when required.
- Existing regional network/contacts advantageous.
Benefits:
- £55,000 - £75,000 per annum (depending on experience).
- 23 days holiday plus bank holidays.
- Medical cash plan.
- Private medical cover.
- Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure.
- Hybrid working is available, and a staff laptop is provided.
Private Client Tax Manager in Birmingham employer: Bennett and Game Recruitment LTD
Join a leading player in the HVAC sector as a Chiller Engineer in Kent, where you will benefit from a supportive work culture that prioritises employee growth and development. With competitive salaries ranging from £40-47k, generous holiday allowances, and travel expenses covered, this role offers not just a job, but a rewarding career path in a thriving industry. Enjoy the unique advantage of working in a dynamic team environment while contributing to impactful projects across the South East.
Contact Details:
Bennett and Game Recruitment LTD Recruitment Team
