At a Glance
- Tasks: Manage a prestigious portfolio and deliver high-quality tax advisory services.
- Company: A highly regarded accountancy practice in Birmingham with a thriving tax team.
- Benefits: Competitive salary, hybrid working, and ongoing professional development.
- Other info: Supportive environment with leadership and mentoring opportunities.
- Why this job: Join a dynamic team and progress towards a Director role while making a real impact.
- Qualifications: CTA, ACA or ATT qualification with significant UK Private Client Tax experience.
The predicted salary is between 51750 - 63250 £ per year.
We are recruiting a Private Client Tax Senior Manager on behalf of a highly regarded and growing accountancy practice in Birmingham. This is an excellent opportunity for an experienced Private Client Tax Manager or Senior Manager to join a thriving tax team, managing a prestigious portfolio of high-net-worth individuals, entrepreneurs, trusts, estates, family offices, and owner-managed businesses. If you're looking for a predominantly advisory role with genuine progression to Director, this could be the perfect opportunity.
The Role
- Managing a portfolio of high-net-worth individuals, trusts, estates, and business owners
- Delivering complex private client tax advisory projects
- Providing advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
- Reviewing complex personal tax returns and advisory reports
- Building strong relationships with clients, HMRC, solicitors, and wealth managers
- Leading client meetings and providing commercially focused tax advice
- Identifying tax planning opportunities and supporting business development
- Supporting Partners on complex advisory assignments
- Mentoring and developing Managers, Assistant Managers, and junior staff
- Maintaining the highest technical and professional standards
About You
- CTA, ACA or ATT qualification (or equivalent experience)
- Significant experience within UK Private Client Tax
- Strong technical knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
- Experience managing high-net-worth private clients
- Strong advisory and client relationship management skills
- Leadership experience and the ability to mentor junior team members
- Commercial awareness with a proactive approach to business development
- Excellent communication and organisational skills
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits package
- Advisory-focused role with complex technical work
- Prestigious private client portfolio
- Leadership and mentoring opportunities
- Business development exposure
- Ongoing professional development
- Clear career progression towards Director
- Supportive and collaborative working environment
Location Based in Birmingham, with excellent transport links from Solihull, Sutton Coldfield, Bromsgrove, Redditch, Coventry, Dudley, Walsall, Wolverhampton, and surrounding areas.
For a confidential discussion or to apply, please contact Jack Wood.
Private Client Tax Senior Manager – Birmingham employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager – 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 Oscar Wood, 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 Senior Manager – 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 Oscar Wood'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 Oscar Wood. 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 Oscar Wood!
How to prepare for a job interview at Oscar Wood
✨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 Oscar Wood.
✨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 Oscar Wood. It helps to show our commitment!
