At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and lead a dynamic tax team.
- Company: A growing accountancy firm known for its collaborative and supportive culture.
- Benefits: Hybrid working, competitive salary, mentorship opportunities, and clear career progression.
- Other info: Join a diverse team committed to professional development and inclusivity.
- Why this job: Shape the future of personal tax services while making a real impact on clients' wealth.
- Qualifications: CTA qualified preferred with significant experience in Private Client tax.
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.
The Opportunity
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.
The Firm
This well-regarded accountancy and advisory firm has built a strong reputation for delivering practical, commercially focused advice to businesses and private clients. The tax team works collaboratively across service lines to provide joined-up advice, creating opportunities to work on a wide variety of personal tax matters alongside experienced colleagues and senior leadership. The firm continues to invest in its people, offering excellent opportunities for career progression and professional development.
The Role
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
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.
Private Client Senior Manager - Birmingham employer: Pro-Tax
Pro-Tax is an excellent employer, offering a dynamic and collaborative work culture that fosters professional growth and development. With a competitive salary and benefits package, employees are encouraged to advance their careers towards Partnership while working on impactful projects for large multinational clients in a hybrid environment. The company's commitment to employee well-being and career progression makes it a rewarding place to build a meaningful career in international tax.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pro-Tax. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Senior Manager - Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro-Tax.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pro-Tax's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pro-Tax
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro-Tax.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pro-Tax will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pro-Tax employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
