At a Glance
- Tasks: Provide expert tax advice and manage a diverse client portfolio.
- Company: A modern, ambitious firm with a focus on growth and quality.
- Benefits: Competitive salary, flexible working, and professional development opportunities.
- Other info: Exciting career growth in a supportive environment with networking opportunities.
- Why this job: Join a dynamic team and make a real impact in the private client tax sector.
- Qualifications: Experience in private client tax and relevant professional qualifications (ATT/ACA/CTA).
The predicted salary is between 35910 - 43890 £ per year.
Reference: 4790582Job ID: 5390423Posted: 2026-08-11Closing date: 2026-11-08Location: Birmingham
Salary: 45k+ DOE + benefits package (per annum)Job type: Permanent Working pattern: Full time
- Industry: Accountancy Firms / Personal Tax
- Company: Hays
Consultant: Catherine Hubbard Hays office: Birmingham — 3rd Floor, One Colmore Square, Phone: 0121 236 5277Email: catherine. hubbard@hays. com Your new company Modern, ambitious, growing firm seeking to further enhance their high-quality Private Client Tax team in a role which will involve complex compliance and a range of advisory projects.
Your new role In this role you will use your private client tax experience to formulate tax advice for clients working on a wide range of projects.
You will prepare advisory reports for Partner review and will manage a portfolio of clients supporting with advisory needs and overseeing compliance aspects.
The nature of the clients will mean tax compliance work is more complex and advisory work undertaken will be varied and bespoke.
You'll also have opportunities to further grow the firm's advisory offering and get involved in networking events and activities which continue to raise the profile of the team.
What you'll need to succeed You will have excellent private client tax experience gained within an accountancy practice.
You will be someone who enjoys undertaking tax advisory work, undertaking tax research and preparing advisory reports, and you will have good technical capability which you'll be able to demonstrate at interview.
Professional accountancy and/or tax qualifications will be required (ATT/ ACA/ CTA) or you will be close to qualifying.
What you'll get in return If successful, you will join a well-established, successful independent firm at a key time in their ongoing growth.
You'll join at an exciting time as they continue to develop and broaden their presence in the West Midlands market.
You'll work with highly regarded technical experts and will have real scope to progress both your tax knowledge and your career.
In addition, the firm offers a great range of benefits, very competitive salaries, ongoing CPD and professional development opportunities, and flexible and hybrid working is fully embedded.
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. #4790582 - Catherine Hubbard
Private Client AM/Manager employer: Hays
Join a vibrant secondary school that prioritises excellence in education and fosters a supportive community for both students and staff. As the Head of Mathematics, you will benefit from a competitive salary, ongoing professional development opportunities, and a collaborative work culture that encourages innovation and growth. This role not only allows you to lead a dedicated team but also to make a significant impact on student achievement in a welcoming environment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client AM/Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hays. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client AM/Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hays.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hays's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hays
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hays.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hays will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hays employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
