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- Tasks: Lead and deliver high-quality tax advice to high-net-worth clients while managing compliance.
- Company: A forward-thinking accountancy practice in Birmingham with a collaborative culture.
- Benefits: Salary up to £60,000, hybrid working, 25 days leave, and an electric car scheme.
- Other info: Opportunity for career progression and mentoring junior staff in a supportive environment.
- Why this job: Gain direct Partner exposure and influence the growth of private client services.
- Qualifications: CTA qualified with experience in private client tax advisory and strong communication skills.
The predicted salary is between 55000 - 60000 £ per year.
Do you enjoy advising high-net-worth individuals and building long-term client relationships? Are you keen to broaden your role beyond compliance into more advisory-led work? Are you looking for a role with genuine progression and direct Partner exposure? We are thrilled to be supporting a well-established and growing accountancy practice based in Birmingham. This forward-thinking company is looking to appoint a Client Tax & Advisory Manager to join its expanding Private Client team. This is a hands-on, advisory-focused role working closely with the practice Partner, with clear progression and genuine scope to influence the direction and growth of the private client offering.
The Role
- You will take a lead role in delivering high-quality private client tax advice and compliance to a portfolio of high-net-worth individuals, families and trusts, combining technical expertise with a commercial, client-focused approach.
- Alongside managing your own client relationships, you will act as a key point of support to the wider team - reviewing work, developing junior staff, and contributing to business development activity.
- The role offers real variety, blending complex advisory projects with oversight of personal tax compliance, and exposure to strategic discussions at partner level.
Key Responsibilities
- Lead and deliver private client tax advisory assignments, producing detailed reports for partner review.
- Manage a portfolio of predominantly advisory-led private clients, ensuring compliance obligations are met accurately and on time.
- Work directly with the Private Client Tax Partner on complex planning matters and client strategy.
- Review personal tax returns and associated work prepared by team members.
- Support the continued development of the Private Client service line through ideas, initiatives and client opportunities.
- Provide coaching, mentoring and technical guidance to junior staff and trainees.
- Maintain up-to-date technical knowledge and share legislative updates with the team.
- Build strong client relationships and identify opportunities to add value.
- Contribute to business development through networking, seminars, technical content and thought leadership.
- Collaborate with colleagues across Business Services and Corporate Tax on cross-disciplinary work.
- Represent the practice professionally with clients, advisers and HMRC.
- Promote a collaborative, inclusive and supportive team culture.
About You
You will be an experienced Client tax professional with strong technical capability and the confidence to operate at Manager level in a client-facing environment. You will bring:
- CTA qualified (or equivalent), with strong technical grounding in private client tax.
- Solid experience in private client tax advisory and personal tax compliance.
- Broad technical knowledge across personal tax and HNW matters.
- Experience managing client relationships and delivering complex advice.
- Confidence reviewing work and supporting the development of others.
- Strong written and verbal communication skills, including report writing.
- The ability to manage multiple deadlines and priorities.
- A proactive, commercially minded approach to your work.
- A collaborative mindset and desire to progress within a growing practice.
What's on Offer
- Salary up to £60,000 DOE.
- Hybrid working model.
- Clear and structured career progression plan.
- 25 days annual leave plus bank holidays + option to buy more.
- Electric car scheme.
Client Tax & Advisory Manager in Birmingham employer: Four Squared
Contact Detail:
Four Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Tax & Advisory Manager in Birmingham
✨Network Like a Pro
Get out there and meet people! Attend industry events, seminars, or even local meet-ups. Building relationships can lead to opportunities that aren’t advertised, so don’t be shy about introducing yourself and chatting with potential employers.
✨Show Off Your Expertise
When you get the chance to chat with someone from the company, make sure to highlight your knowledge in private client tax. Share insights or recent trends you've noticed in the industry. This shows you're not just looking for a job, but that you're genuinely interested in contributing to their success.
✨Follow Up After Interviews
After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that keeps you on their radar and reinforces your enthusiasm for the role. Plus, it gives you a chance to reiterate why you’re the perfect fit!
✨Utilise Our Website
Don’t forget to check out our website for the latest job openings and resources. We’ve got loads of tips and tools to help you land that dream role, so make sure you’re making the most of what we offer!
We think you need these skills to ace Client Tax & Advisory Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Client Tax & Advisory Manager role. Highlight your advisory experience and client relationship management to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax and how your background makes you an ideal candidate for this hands-on, advisory-focused role.
Showcase Your Technical Skills: We want to see your technical expertise in action! Include specific examples of complex advisory projects you've worked on and how you've added value to your clients. This will help us understand your capabilities.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Four Squared
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around private client tax and compliance. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will show your expertise and confidence in the field.
✨Build Rapport
Since this role involves building long-term client relationships, practice how you can connect with people. Think about your past experiences and how you’ve developed relationships with high-net-worth individuals. Show that you’re personable and can engage effectively with clients.
✨Show Your Advisory Skills
Prepare to discuss how you can transition from compliance to advisory work. Bring examples of how you've added value to clients through strategic advice. This will demonstrate your proactive approach and readiness for the advisory-focused nature of the role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the firm's growth plans or how they support the development of their staff. This shows your interest in the company and your desire to contribute to its success.