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- Tasks: Lead complex tax planning projects for private clients and owner-managed businesses.
- Company: Dynamic tax advisory practice focused on client solutions and technical excellence.
- Benefits: Competitive salary, flexible working options, and professional development support.
- Why this job: Make a real impact by solving complex problems for high-net-worth individuals.
- Qualifications: ATT and/or CTA qualification required; strong background in private client taxation.
- Other info: Collaborative environment with opportunities for career progression.
The predicted salary is between 36000 - 60000 £ per year.
Join a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. This new opportunity supports incoming demand from client growth. In this role you’ll lead on complex private client and owner-managed business (OMB) tax planning projects. This is a predominantly advisory role (around 90%), where you’ll work closely with clients and their professional advisers to deliver tailored solutions in areas such as inheritance tax, trust planning, capital gains tax, and residence/domicile matters. You’ll manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members. While compliance oversight is part of the role, it supports the advisory work rather than drives it. This is an opportunity to make a real impact, combining technical expertise with strategic thinking.
Responsibilities
- Lead on complex private client and owner-managed business (OMB) tax planning projects.
- Operate in a predominantly advisory capacity (approx. 90%), delivering tailored solutions in inheritance tax, trust planning, capital gains tax, and residence/domicile matters.
- Manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members.
- Provide compliance oversight in support of advisory work rather than driving it.
Qualifications
- ATT and/or CTA qualification (essential); STEP qualification desirable.
- Strong technical background in private client and OMB taxation, with advisory project experience across a range of tax matters.
- Proven experience advising on IHT, trust planning, CGT, and residence/domicile issues.
- Excellent communication and report-writing skills, with the ability to simplify complex matters.
- Commercially minded, client-focused, and confident leading advisory projects.
- Ability to work autonomously while contributing to a collaborative senior team.
What you’ll get in return
- Competitive salary and benefits package.
- Flexible working options, including hybrid arrangements.
- Opportunity to work on high-quality, complex advisory projects.
- Support for professional development and progression within a growing practice.
- A collaborative, supportive environment where your expertise is valued.
Are you ready to step into a role where your expertise truly shapes outcomes? This is your chance to join a growing, forward-thinking advisory practice that partners with high-net-worth individuals, entrepreneurs, and families to deliver bespoke, strategic tax planning. If you thrive on solving complex problems, building trusted relationships, and influencing long-term wealth strategies, this opportunity is for you. Apply today and join a firm where your technical skills and strategic insight will make a real difference.
Private Client Tax Advisor / Manager in Birmingham employer: linkup
Contact Detail:
linkup Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisor / Manager in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or local meetups. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
Don’t just talk about your qualifications; demonstrate your knowledge! Share insights on tax planning topics on LinkedIn or write articles. This positions you as a thought leader and attracts potential employers.
✨Tailor Your Approach
When reaching out to potential employers, customise your message. Highlight how your skills in inheritance tax and trust planning can specifically benefit their firm. Personal touches go a long way!
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance at landing that role. It shows your genuine interest and gives us a chance to see your application in the right context!
We think you need these skills to ace Private Client Tax Advisor / Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Advisor role. Highlight your advisory project experience and any relevant qualifications like ATT or CTA to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory work and how your background makes you the perfect fit for our team. Don’t forget to mention your client-focused approach!
Showcase Your Communication Skills: Since this role involves simplifying complex tax matters, make sure your application showcases your excellent communication skills. Use clear and concise language to demonstrate your ability to convey intricate information effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at linkup
✨Know Your Tax Stuff
Brush up on your knowledge of inheritance tax, trust planning, and capital gains tax. Be ready to discuss specific cases or projects you've worked on that demonstrate your expertise in these areas. This will show that you’re not just familiar with the concepts but can apply them in real-world scenarios.
✨Showcase Your Advisory Skills
Since this role is predominantly advisory, prepare examples of how you've successfully advised clients in the past. Think about how you’ve simplified complex tax matters for clients and the impact your advice had on their financial strategies. This will highlight your ability to communicate effectively and build trust.
✨Demonstrate Leadership and Mentoring
As a potential manager, it’s important to convey your experience in mentoring junior team members. Share specific instances where you’ve guided others, helped them grow, or led a project. This will illustrate your leadership qualities and your commitment to fostering a collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client relationships and advisory projects. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values. Plus, it gives you a chance to engage in a meaningful conversation with your interviewers.
