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- Tasks: Lead and develop a dynamic Private Client Tax team while managing diverse client portfolios.
- Company: Join a fast-growing regional accountancy firm committed to innovation and flexible working.
- Benefits: Enjoy 30 days holiday, hybrid working, health perks, and a friendly culture.
- Why this job: Make a real impact in a supportive environment that values career development and mentorship.
- Qualifications: CTA, ACA or equivalent with extensive personal tax experience and strong leadership skills.
- Other info: This role offers flexibility to evolve based on your strengths and interests.
The predicted salary is between 43200 - 72000 £ per year.
We're working with a fast-growing regional accountancy firm that's investing in its Private Client Tax team in Birmingham. They’re now looking for a Personal Tax Senior Manager to play a key leadership role in the continued growth and development of both the team and the client base.
This is more than a technical role - it's an opportunity to influence culture, drive business development, and mentor the next generation of tax professionals.
The Role
You’ll work closely with the senior leadership team to manage and develop a thriving portfolio of private clients - ranging from HNW individuals and property landlords to entrepreneurs and family businesses. Alongside client work, you’ll be instrumental in recruitment, coaching, and strategic planning.
Key Responsibilities:
- Leading, developing, and growing the Private Client Tax team
- Managing a diverse client portfolio and providing high-quality tax advice
- Building a local network and developing new business opportunities
- Coaching and mentoring junior staff and helping them reach their potential
- Supporting broader practice development across the Birmingham office
This role has the flexibility to evolve depending on your strengths - whether that’s growing the advisory offering, leading on client development, or shaping internal culture.
About You
- CTA, ACA or equivalent qualification, with extensive personal tax experience
- Proven experience managing people and mentoring teams
- A strong communicator with a commercial mindset and drive to grow a business
- Comfortable building a presence in the local market and leading client relationships
Why Join This Firm?
This is a firm that blends heritage and innovation - mid-sized, agile, and genuinely committed to flexible working and career development. They offer:
- 30 days holiday + bank holidays + Christmas shutdown
- Hybrid and flexible working culture
- 24/7 online GP, cashback health plan, and counselling support
- Life assurance and generous pension
- Perk platform with 4,000+ discounts
- Wellness app and active social calendar
- Accredited "Great Place to Work" with a friendly and inclusive culture
Looking to step into a senior leadership role where you can make real impact? Let’s talk. Contact Andy Chaplin on andy.chaplin@pro-tax.co.uk or 07877 121163 for a confidential discussion today.
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.
Personal Tax Senior Manager - Birmingham employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager - Birmingham
✨Tip Number 1
Network actively within the Birmingham area, especially with professionals in the accountancy and tax sectors. Attend local industry events or seminars to meet potential colleagues and clients, which can help you establish a strong presence in the local market.
✨Tip Number 2
Showcase your leadership skills by seeking opportunities to mentor others in your current role. This experience will not only enhance your CV but also demonstrate your commitment to developing talent, which is crucial for the Personal Tax Senior Manager position.
✨Tip Number 3
Familiarise yourself with the latest trends and changes in personal tax legislation. Being well-informed will allow you to provide high-quality advice and position yourself as a thought leader in discussions with potential clients.
✨Tip Number 4
Engage with the firm's online presence by following them on social media and participating in discussions. This will not only keep you updated on their activities but also show your genuine interest in their culture and values, making you a more attractive candidate.
We think you need these skills to ace Personal Tax Senior Manager - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your personal tax experience and leadership skills. Emphasise any relevant qualifications like CTA or ACA, and showcase your ability to manage teams and develop client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the firm. Discuss how your experience aligns with their needs, particularly in mentoring junior staff and driving business development.
Showcase Your Communication Skills: In your application, demonstrate your strong communication abilities. Provide examples of how you've successfully built relationships with clients and contributed to team culture.
Highlight Your Business Development Experience: Since this role involves developing new business opportunities, include specific examples of how you've successfully grown a client portfolio or contributed to practice development in previous roles.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Leadership Skills
As a Personal Tax Senior Manager, you'll be expected to lead and develop a team. Be prepared to discuss your previous leadership experiences, how you've mentored others, and the impact you've had on team dynamics.
✨Demonstrate Your Technical Expertise
This role requires extensive personal tax experience. Brush up on the latest tax regulations and be ready to provide examples of complex tax issues you've navigated successfully in the past.
✨Highlight Your Business Development Acumen
The firm is looking for someone who can build a local network and develop new business opportunities. Prepare to share your strategies for client acquisition and retention, as well as any successful initiatives you've led.
✨Emphasise Your Communication Skills
Strong communication is key in this role. Be ready to discuss how you effectively communicate with clients and team members, and provide examples of how you've tailored your communication style to different audiences.
