- Lead the Personal and Trust Tax compliance service
- Review and sign off Personal and Trust Tax Returns
- Deliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters
- Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting
- Liaise with HMRC, clients and professional advisers
- Manage complex client relationships and risk
- Lead, coach and develop the Private Client & Trust Services team
- Manage workflow, WIP, billing, recoveries and utilisation
- Support recruitment, appraisals and training
- Drive continuous improvement and quality standards
- Support the growth of the department through networking and client development
- Contribute to technical marketing and leadership initiatives
Requirements
- CTA, ACA or ACCA qualified (or equivalent experience)
- Significant Private Client Tax and Trust experience
- Strong technical knowledge of Personal Tax, Trusts, IHT and CGT
- Previous team leadership experience
- Commercial awareness and excellent client relationship skills.
Core Competencies
Demonstrates expertise in Personal and Trust Tax compliance, with a strong focus on managing complex client relationships and leading a team. Proficient in delivering advisory services related to Trusts, Inheritance Tax, and Capital Gains Tax while ensuring high-quality standards and continuous improvement.
Highest-signal resume keywords
- CTA, ACA Or ACCA Qualified
- Private Client Tax Experience
- Trusts And Inheritance Tax Knowledge
- Team Leadership Experience
- Client Relationship Management
Hard Skills
- Personal Tax Compliance
- Trust Tax Compliance
- Capital Gains Tax (CGT)
- Trust Registration Service
- CRS Reporting
- Advisory Work
- Risk Management
- Workflow Management
- Billing Management
- Continuous Improvement
Soft Skills
- Coaching
- Client Development
- Networking
- Commercial Awareness
- Excellent Communication
Certifications & Qualifications
- CTA
- ACA
- ACCA
Industry Keywords
- Personal Tax
- Trusts
- Inheritance Tax (IHT)
- Capital Gains Tax (CGT)
- HMRC Liaison
- Private Client Services
- Technical Marketing
- Quality Standards
#J-18808-Ljbffr
Senior Tax Manager – Private Client in Birmingham employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
