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, leadership opportunities, and clear career progression.
- Other info: Join a diverse team committed to inclusivity and professional development.
- Why this job: Shape the future of personal tax while mentoring the next generation of tax professionals.
- Qualifications: CTA qualified or equivalent with significant private client tax experience.
The predicted salary is between 55000 - 60000 £ per year.
- Private Client Tax Senior Manager | Birmingham/ Nottingham
- Hybrid Working | Midlands | Competitive Salary + Benefits
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.
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Private Client Senior Manager - Birmingham employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client 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 Taxation, 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 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 Taxation'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 Taxation. 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 Taxation!
How to prepare for a job interview at Taxation
✨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 Taxation.
✨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 Taxation. It helps to show our commitment!
