At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and deliver exceptional advisory services.
- Company: A successful accountancy practice with a focus on personal growth and team collaboration.
- Benefits: Competitive salary, private medical cover, flexible working, and enhanced maternity leave.
- Other info: Opportunities for professional development and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact in the world of personal tax.
- Qualifications: Qualified ACA or ACCA, with extensive personal tax experience.
The predicted salary is between 51750 - 63250 £ per year.
We are recruiting for a Private Client Tax Manager to join the team of a successful accountancy practice at its Birmingham office. The ideal candidate will be qualified ACA or ACCA and could be CTA qualified with extensive personal tax experience. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits.
You will be managing a diverse portfolio comprising HNWIs, landed estates, privately owned businesses and executives of multi-national firms. The Private Client Tax Manager’s assignments will include Inheritance Tax, Capital Gains Tax, income tax, international tax matters, and advising clients appropriately.
As Private Client Tax Manager your responsibilities will include:
- Manage a portfolio of personal tax clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm’s Service Charter.
- Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance.
- Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
- Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
- Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile.
- Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects.
Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
Private Client Tax Manager in Birmingham employer: Cripps Recruitment Careers
Join a dynamic and supportive team at our independent firm of accountants in Ruislip, where we prioritise employee growth and development. With a competitive salary, excellent public transport links, and the possibility of flexible hybrid working, we foster a collaborative work culture that values your contributions. As an Accounts and Tax Manager, you'll have the opportunity to manage diverse client portfolios while receiving mentorship from experienced directors, making this an ideal environment for those seeking meaningful and rewarding employment.
Contact Details:
Cripps Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Birmingham
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We think you need these skills to ace Private Client Tax Manager in Birmingham
Some tips for your application 🫡
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