At a Glance
- Tasks: Lead a team in delivering top-notch personal tax compliance and advisory services.
- Company: Join a growing accountancy firm with a supportive and collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, and clear career progression opportunities.
- Other info: Diverse and inclusive workplace welcoming applicants from all backgrounds.
- Why this job: Make a real impact by advising high-net-worth clients and mentoring junior professionals.
- Qualifications: CTA qualified preferred; strong experience in Private Client or Personal Tax required.
The predicted salary is between 60000 - 75000 £ per year.
I'm working with a growing accountancy and advisory firm to recruit a Private Client Tax Senior Manager into their expanding tax team. This is a key appointment for the business and an excellent opportunity for an experienced Private Client tax professional looking to take ownership of a significant portfolio while helping shape and develop the firm's personal tax offering. The role offers a blend of compliance oversight, advisory exposure, client relationship management, and team leadership, making it ideal for someone who enjoys both technical work and mentoring others.
Joining an established Private Client team, you'll play a leading role in the delivery of a high-quality personal tax compliance service while identifying and supporting advisory opportunities across a broad range of private client matters. Working closely with entrepreneurial clients, business owners, trustees, and high-net-worth individuals, you'll become a trusted adviser and key point of contact while helping drive the continued development of the team.
As Private Client Tax Senior Manager, you'll oversee a substantial portfolio while ensuring the efficient delivery of compliance services and supporting more complex advisory projects. Key responsibilities include:
- Managing a portfolio of high-net-worth individuals, entrepreneurs, business owners, and trustees
- Reviewing complex Self‑Assessment tax returns for individuals and trusts
- Leading the delivery of a high-quality personal tax compliance service
- Acting as a trusted adviser and primary point of contact for clients
- Supporting clients with Income Tax, Capital Gains Tax, and Inheritance Tax matters
- Advising on trusts, estates, succession planning, and wealth preservation strategies
- Identifying opportunities to provide additional advisory services
- Liaising with professional intermediaries and other advisers
- Managing workflow across the team and ensuring deadlines are met
- Mentoring, coaching, and developing junior tax professionals
- Working closely with colleagues across the wider tax practice to provide integrated client solutions
What You'll Need:
- CTA qualified preferred (or ACA, ATT, or equivalent with substantial experience)
- Significant experience within a Private Client or Personal Tax team
- Strong background managing portfolios of HNW individuals, business owners, and trustees
- Extensive experience reviewing complex personal tax compliance work
- Strong technical knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, Trusts and Estates, Remuneration and extraction planning, Succession and wealth planning, Residence and domicile matters
- Proven client relationship management skills
- Experience leading and developing tax professionals
- Strong organisational and workflow management abilities
- Commercial awareness and the ability to identify advisory opportunities
Benefits:
- Hybrid and flexible working
- Leadership position within a growing Private Client team
- Mix of compliance management and advisory work
- Exposure to HNW individuals, entrepreneurs, and family wealth structures
- Opportunity to mentor and develop junior team members
- Strong client‑facing role with significant responsibility
- Clear progression opportunities
- Supportive and collaborative culture
- Long‑term career development within an expanding tax practice
Private Client Senior Manager - Birmingham employer: PRO-TAX RECRUITMENT LIMITED
Join a leading Big 4 International Tax team in London, where you'll find an exceptional work culture that prioritises collaboration, inclusivity, and professional growth. With a clear pathway to Partnership and a commitment to developing talent, this role offers not only competitive compensation but also the chance to work on complex international tax matters for prestigious clients. Embrace flexible hybrid working and be part of a high-performing team that values your contributions and supports your career ambitions.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Birmingham
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We think you need these skills to ace Private Client Senior Manager - Birmingham
Some tips for your application 🫡
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✨Brush Up on Financial Analysis Skills
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