At a Glance
- Tasks: Manage personal tax clients and lead on complex advisory work.
- Company: Dynamic firm in Birmingham with a focus on client experience.
- Benefits: Competitive salary, flexible working, medical cover, and generous holiday.
- Other info: Opportunity to mentor juniors and drive operational efficiency.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: ACA/ACCA and/or CTA qualified with personal tax experience.
The predicted salary is between 55000 - 75000 £ per year.
Private Client Tax Manager
Package: £55,000 - £75,000 per annum (DOE)
- Working hours: Full time, Monday-Friday (40 hours)
- 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
Bennett And Game Recruitment is an excellent employer for those seeking a rewarding career as an Electrical Project Manager in the vibrant office fit-out sector. With competitive salaries, generous holiday allowances, and a supportive work culture that prioritises employee growth, this role offers a unique opportunity to thrive in a dynamic environment while managing exciting projects across London. Join us to be part of a team that values innovation and professional development.
Contact Details:
Bennett and Game Recruitment Recruitment Team
We think you need these skills to ace Private Client Tax Manager in Birmingham
Personal Tax Advisory
IHT (Inheritance Tax) Knowledge
CGT (Capital Gains Tax) Knowledge
Income Tax Knowledge
Trusts and Estates Knowledge
HMRC Investigations Experience
International Tax and Residency Knowledge
