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For Companies At a Glance
- Tasks: Lead complex tax planning and manage a diverse portfolio of private clients.
- Company: Join a growing UK accountancy practice focused on collaboration and professional development.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive, people-focused culture.
- Why this job: This role offers significant influence, advisory exposure, and the chance to mentor future leaders.
- Qualifications: Must be CTA and/or ACA/ACCA qualified with experience in private client tax.
- Other info: We value diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 43200 - 72000 £ per year.
Location
Birmingham
Type
Permanent
Job Title: Associate Partner / Senior Manager – Private Client Tax
Location: Birmingham (Hybrid Working)
We\’re supporting a growing UK accountancy practice with multiple offices across the country – a firm that has grown organically and is continuing to build momentum. This is a brilliant opportunity for a private client tax specialist ready to operate at Senior Manager or Associate Partner level within a collaborative and ambitious environment.
This firm is investing heavily in its people and leadership structure as it gears up for further national expansion. With a strong track record of developing internal talent and attracting experienced professionals from larger firms, it offers the perfect platform for someone seeking greater influence, more advisory exposure, and a supportive team of like-minded individuals who are experienced and passionate about what they do.
The Role
Working directly alongside the Partners, you\’ll play a key role in the continued development of the Private Client Tax function. You\’ll manage a varied portfolio of private clients with a focus on delivering tax planning, succession advice, and compliance oversight. Most of the work is advisory-led, supported by a capable and well-structured team.
You\’ll also help shape the firm\’s strategic direction across private client services, support business development activity, and provide leadership and mentorship to the wider team.
Key Responsibilities:
Lead on complex tax planning, including IHT, CGT, and income tax strategies for individuals, families, and business owners.
Oversee delivery of high-quality advisory and compliance services to a loyal and growing client base.
Act as a sounding board and escalation point for the tax team, offering technical guidance and review support.
Identify and convert opportunities to grow the service offering across your portfolio and wider network.
Support the development and training of tax staff, mentoring future leaders within the business.
Contribute to the leadership of the practice, both operationally and strategically.
About You:
CTA and/or ACA/ACCA qualified.
Proven experience in private client tax, ideally within a mid-tier or regional firm environment.
Confident handling advisory-led relationships and managing a portfolio independently.
Comfortable engaging with clients at senior levels, developing new business, and presenting solutions in a clear and commercial way.
A strong team player with leadership capabilities and a genuine interest in the development of others.
This role offers:
A clear route to progression and influence within a growing firm.
Hybrid working with a base in Birmingham.
Competitive salary and benefits package.
A collaborative, people-focused culture.
If you\’re looking to take that next step in a firm where your input is truly valued and your career can evolve alongside the business, I\’d love to tell you more.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Private Client - Senior Manager / Associate Partner employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client - Senior Manager / Associate Partner
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the firm’s culture and values.
✨Tip Number 2
Research the firm’s recent projects and initiatives in private client tax. Being knowledgeable about their work will help you engage in meaningful conversations during interviews and demonstrate your genuine interest.
✨Tip Number 3
Prepare to discuss your leadership experiences and how you've mentored others in previous roles. This is crucial for a Senior Manager or Associate Partner position, as they value team development and collaboration.
✨Tip Number 4
Familiarise yourself with the latest trends and changes in private client tax legislation. Showing that you are up-to-date with current issues will set you apart as a knowledgeable candidate ready to provide valuable insights.
We think you need these skills to ace Private Client - Senior Manager / Associate Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax, particularly any advisory-led roles. Emphasise your qualifications (CTA, ACA, ACCA) and relevant achievements that align with the responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client tax and your leadership capabilities. Mention specific examples of how you've successfully managed portfolios and contributed to business development in previous roles.
Highlight Team Collaboration: In your application, emphasise your ability to work collaboratively within a team. Provide examples of how you've mentored others or contributed to a supportive team environment, as this is a key aspect of the role.
Showcase Your Advisory Skills: Demonstrate your experience in handling complex tax planning and compliance oversight. Include specific instances where you've provided strategic advice to clients, showcasing your ability to engage with senior-level clients effectively.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Showcase Your Technical Expertise
As a candidate for a Senior Manager or Associate Partner role, it's crucial to demonstrate your in-depth knowledge of private client tax. Be prepared to discuss complex tax planning strategies, such as IHT and CGT, and provide examples of how you've successfully managed similar portfolios in the past.
✨Emphasise Leadership Skills
This role requires strong leadership capabilities. Highlight your experience in mentoring and developing team members, and be ready to share specific instances where you've led a team or contributed to the strategic direction of a practice.
✨Prepare for Advisory Conversations
Since the position is advisory-led, practice articulating your approach to client relationships. Be ready to discuss how you engage with clients at senior levels, develop new business, and present solutions clearly and commercially.
✨Demonstrate Cultural Fit
The firm values a collaborative and people-focused culture. During the interview, express your genuine interest in team development and how you align with their commitment to diversity and inclusion. Share examples of how you've contributed to a positive team environment in previous roles.
