At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and lead complex tax advisory projects.
- 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 to work in a hybrid setting.
- Why this job: Make a real impact by advising clients and developing your team in a dynamic environment.
- Qualifications: ACA/ACCA and/or CTA qualified with personal tax experience.
Private Client Tax Manager
Location: Birmingham, West Midlands (Hybrid)
Package: £55,000 - £75,000 per annum (DOE)
Working hours: Full time, Monday-Friday (40 hours)
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.
PRIVATE CLIENT TAX MANAGER 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.
PRIVATE CLIENT TAX MANAGER JOB REQUIREMENTS
- ACA / ACCA and/or CTA qualified (or equivalent).
- Proven experience in a personal tax-focusedenvironment 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.
PRIVATE CLIENT TAX MANAGER 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
Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.
We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Private Client Tax Manager in Birmingham employer: Bennett & Game Recruitment
Join a leading accountancy group in Preston that values work-life balance and offers a competitive remuneration package. With a dynamic work culture, you'll have the opportunity to mentor junior staff and develop your skills while managing diverse client portfolios. This role not only provides a supportive environment for professional growth but also allows you to make a meaningful impact on clients' financial success.
Contact Details:
Bennett & Game Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Birmingham
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Bennett & Game Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager in Birmingham
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Bennett & Game Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Bennett & Game Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Bennett & Game Recruitment!
How to prepare for a job interview at Bennett & Game Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Bennett & Game Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Bennett & Game Recruitment. It helps to show our commitment!
