At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and deliver bespoke tax solutions.
- Company: Join a successful accountancy practice in Birmingham with a collaborative culture.
- Benefits: Enjoy competitive salary, private medical cover, flexible working, and enhanced maternity leave.
- Other info: Opportunity for career growth in a dynamic environment with a focus on technology adoption.
- Why this job: Make a real impact by advising high-net-worth individuals and businesses on complex tax matters.
- Qualifications: Qualified ACA or ACCA accountant with significant personal tax experience required.
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.
If the following describes your experience, skills and attributes, please do apply for this role:
- Qualified ACA or ACCA accountant and/or CTA tax adviser.
- Significant personal tax experience gained within a UK accountancy practice environment.
- Excellent interpersonal and communication skills.
- A keen and insightful appreciation of the issues facing private clients and an ability to deliver bespoke tax solutions to meet their needs.
- Highly analytical with a commercial approach to resolving issues and providing advice.
- Live within commuting distance.
- Be prepared to work outside normal hours as required.
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 student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK.
Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Private Client Tax Manager in Birmingham employer: Curtis Recruitment Limited
Curtis Recruitment Limited is an excellent employer, offering a supportive and collaborative work culture that values professional growth and development. Located in Thatcham, near Maidenhead, employees benefit from a competitive salary and the opportunity to work closely with clients in a dynamic environment, making it a rewarding place for those seeking meaningful career advancement in accountancy.
Contact Details:
Curtis Recruitment Limited 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 Curtis Recruitment Limited, 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 Curtis Recruitment Limited'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 Curtis Recruitment Limited. 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 Curtis Recruitment Limited!
How to prepare for a job interview at Curtis Recruitment Limited
✨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 Curtis Recruitment Limited.
✨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 Curtis Recruitment Limited. It helps to show our commitment!
