At a Glance
- Tasks: Lead a team in providing expert tax guidance and exceptional client service.
- Company: Join a respected firm that values support, inclusion, and career growth.
- Benefits: Competitive pay, flexible benefits, and a clear career pathway.
- Other info: Collaborative culture with ongoing learning opportunities for personal development.
- Why this job: Shape the future of tax services while making a positive impact.
- Qualifications: Experience with high-net-worth clients and a CTA qualification is essential.
The predicted salary is between 60000 - 80000 £ per year.
Your new company
Join a nationally respected firm in audit, tax, advisory and consulting, where people feel supported, included and genuinely enjoy their work. As the Tax team grows, they're looking for a Senior Manager to help shape the future. It's a place where careers flourish, contributions matter, and making a positive difference—for clients, communities and colleagues—is part of everyday life.
Your new role
This is a key role within the Private Client team, where you'll provide expert technical guidance and exceptional client service. You'll manage a key portfolio and play a vital part in driving business growth. The role includes leading within the management group and supporting colleagues across the team. You'll need to engage confidently with high-net-worth clients and their advisors, translating complex tax matters into clear guidance. Mentorship will be a core element too, offering support and training to junior team members.
You'll be responsible for reviewing tax returns and computations within agreed deadlines, ensuring the delivery of compliance is both efficient and well-controlled. You'll support senior colleagues with tax planning and contribute to ad hoc projects as needed. Building and maintaining strong client relationships will be a key part of your role, alongside managing expectations with care and clarity.
Your technical expertise should cover a broad range of areas relevant to private clients—particularly international tax matters, property, income tax, CGT, IHT, trusts and estates. You'll be well-versed in UK resident and non-dom tax matters, including offshore trusts and structures, and stay informed on both domestic and global tax legislation.
You'll produce tailored, high-quality written reports suited to a variety of audiences—from clients with limited financial knowledge to experienced offshore trustees. In some cases, you'll prepare court-appropriate documentation for expert witness work in financial remedy proceedings.
Managing work in progress will be essential, including meeting recoverability targets and ensuring fee quotes remain realistic and transparent. You'll maintain regular contact with clients, respond promptly, and anticipate their needs while keeping them informed throughout the process.
Professional risk must be carefully managed through thorough documentation, collaboration with senior colleagues, and adherence to proper review procedures. You'll also take on other responsibilities as required to meet evolving business needs.
What you'll need to succeed
This role suits a tax manager aiming for senior level, or a senior manager seeking something new. You'll be proactive, professional, and able to meet client needs with minimal supervision. Experience managing high net worth clients is key. CTA is essential; STEP or ADIT is a plus. Strong relationship-building skills and commercial awareness are important. You should be organised, well-informed on tax, and supportive of your team's growth.
Skills, Knowledge & Experience
You should have broad tax experience and work well with minimal Partner oversight. You'll meet deadlines, handle billing, and manage expectations. Partners rely on you, and your team looks to you for direction. Technically, you'll understand private client tax, especially cross-border issues. You're recognised for your expertise and comfortable with HMRC. You handle high-pressure advice with confidence.
You understand client risk appetite and tailor communication accordingly. You help clients stay up to date and offer strategic, personalised solutions. You build knowledge across the firm and connect with quality intermediaries. You lead by example, earning trust from your team. Your judgement is respected, and your input valued. You tackle tough situations with composure and clarity.
What you'll get in return
You'll be part of a collaborative, inclusive and welcoming culture that's committed to supporting your growth and development. With access to specialist knowledge, valuable resources and ongoing learning opportunities, your career here can be both satisfying and rewarding. You'll benefit from competitive pay, flexible benefits, a clearly mapped-out career pathway and a working environment that adapts to your needs.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Private Client Tax Senior Manager in West Bromwich employer: Broughton Group
Join a nationally respected firm where your contributions truly matter and careers flourish. With a collaborative and inclusive culture, you'll have access to ongoing learning opportunities and a clearly defined career pathway, all while enjoying competitive pay and flexible benefits. This is an excellent opportunity for those looking to make a meaningful impact in the Private Client Tax sector.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager in West Bromwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to a hiring manager.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of Private Client Tax Senior Manager. Highlight your expertise in managing high-net-worth clients and your ability to translate complex tax matters into clear guidance.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Private Client Tax Senior Manager in West Bromwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior Manager role. Highlight your expertise in international tax matters and client relationship management to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully managed high-net-worth clients and contributed to team growth in previous positions.
Showcase Your Technical Skills:Since this role requires a strong grasp of private client tax, be sure to mention your qualifications like CTA, STEP, or ADIT. We want to see your technical expertise shine through in your application!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Broughton Group
✨Know Your Tax Stuff
Make sure you're well-versed in private client tax, especially international matters. Brush up on UK resident and non-dom tax issues, as well as trusts and estates. Being able to discuss these topics confidently will show that you’re the expert they need.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed high-net-worth clients in the past. Highlight your ability to build strong relationships and communicate complex tax matters clearly. This will demonstrate your fit for a role that requires exceptional client service.
✨Be Ready to Mentor
Since mentorship is a core part of the role, think about how you've supported junior team members before. Be prepared to discuss your approach to training and guiding others, as this will be key in showcasing your leadership potential.
✨Stay Organised and Proactive
Demonstrate your organisational skills by discussing how you manage work in progress and meet deadlines. Share strategies you use to keep clients informed and anticipate their needs, as this will highlight your proactive approach to client management.
