At a Glance
- Tasks: Lead complex tax planning projects for private clients and owner-managed businesses.
- Company: Dynamic tax advisory practice focused on innovation and client solutions.
- Benefits: Competitive salary, flexible working options, and professional development support.
- Other info: Mentor junior team members and work on high-quality advisory projects.
- Why this job: Make a real impact with your expertise in a collaborative environment.
- Qualifications: ATT and/or CTA qualification required; strong background in private client taxation.
The predicted salary is between 60000 - 80000 £ per year.
Join a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You'll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand.
Your new role
As a Tax Advisory Manager, you'll lead on complex private client and owner‑managed business (OMB) tax planning projects. This is a predominantly advisory role (around 90%), where you'll work closely with clients and their professional advisers to deliver tailored solutions in areas such as inheritance tax, trust planning, capital gains tax, and residence/domicile matters. You'll manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members. While compliance oversight is part of the role, it supports the advisory work rather than drives it. This is an opportunity to make a real impact, combining technical expertise with strategic thinking.
Qualifications
- ATT and/or CTA qualification (essential); STEP qualification desirable.
- Strong technical background in private client and OMB taxation, working on advisory projects across a range of tax matters.
- Proven experience advising on IHT, trust planning, CGT, and residence/domicile issues.
- Excellent communication and report‑writing skills, with the ability to simplify complex matters.
- Commercially minded, client‑focused, and confident leading advisory projects.
- Ability to work autonomously while contributing to a collaborative senior team.
Benefits
- Competitive salary and benefits package.
- Flexible working options, including hybrid arrangements.
- Opportunity to work on high‑quality, complex advisory projects.
- Support for professional development and progression within a growing practice.
- A collaborative, supportive environment where your expertise is valued.
How to Apply
Apply today and join a firm where your technical skills and strategic insight will make a real difference.
Senior Tax Advisory Manager for Private Clients in Birmingham employer: Broughton Group
Join a leading tax advisory practice that champions technical excellence and client-focused solutions, offering a collaborative environment where your expertise is truly valued. With flexible working options and a strong commitment to professional development, this role as a Senior Tax Advisory Manager for Private Clients not only allows you to lead complex advisory projects but also provides the opportunity to mentor junior team members, making a meaningful impact in the lives of clients. Experience a culture that prioritises innovation and growth, ensuring that your career flourishes in a supportive setting.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax Advisory Manager for Private Clients in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or even casual meet-ups. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
Don’t just talk about your qualifications; demonstrate your knowledge! Share insights on tax planning or write articles on relevant topics. This not only showcases your expertise but also positions you as a thought leader in the field.
✨Ace the Interview
Prepare for interviews by researching the company and understanding their client base. Be ready to discuss how your experience aligns with their needs, especially in areas like inheritance tax and trust planning. Confidence is key!
✨Apply Through Our Website
Make sure to apply through our website for the best chance at landing that Senior Tax Advisory Manager role. We love seeing candidates who are proactive and engaged with our firm!
We think you need these skills to ace Senior Tax Advisory Manager for Private Clients in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Tax Advisory Manager role. Highlight your expertise in private client and OMB taxation, and don’t forget to mention any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax advisory and how your experience aligns with our client-focused solutions. Keep it engaging and personal – we want to see your personality!
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your application showcases your ability to simplify complex tax matters. Use clear language and structure in your writing to demonstrate your report-writing skills.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our collaborative team!
How to prepare for a job interview at Broughton Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of inheritance tax, trust planning, and capital gains tax. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This will show that you not only understand the theory but can apply it practically.
✨Showcase Your Communication Skills
Since this role involves simplifying complex matters for clients, practice explaining intricate tax concepts in layman's terms. You might even want to prepare a few examples of how you've done this in the past, as it will demonstrate your ability to connect with clients effectively.
✨Demonstrate Leadership and Mentoring
As a Senior Tax Advisory Manager, you'll be expected to lead projects and mentor junior team members. Think of instances where you've taken charge or helped others grow in their roles. Sharing these experiences will highlight your leadership qualities and collaborative spirit.
✨Be Client-Focused
Prepare to discuss how you've tailored solutions for clients in the past. Show that you understand the importance of being commercially minded and client-focused. This could involve sharing a success story where your advice made a significant difference to a client's situation.
