At a Glance
- Tasks: Lead complex tax planning projects for private clients and owner-managed businesses.
- Company: Dynamic tax advisory practice focused on innovation and client solutions.
- Benefits: Competitive salary, flexible working options, and professional development support.
- Other info: Join a supportive team where your skills are valued and career growth is encouraged.
- Why this job: Make a real impact with your expertise in a collaborative environment.
- Qualifications: ATT and/or CTA qualification required; strong background in private client taxation.
The predicted salary is between 50000 - 65000 £ per year.
Join a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You'll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand.
Your new role
As a Tax Advisory Manager, you'll lead on complex private client and owner‑managed business (OMB) tax planning projects. This is a predominantly advisory role (around 90%), where you'll work closely with clients and their professional advisers to deliver tailored solutions in areas such as inheritance tax, trust planning, capital gains tax, and residence/domicile matters. You'll manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members. While compliance oversight is part of the role, it supports the advisory work rather than drives it. This is an opportunity to make a real impact, combining technical expertise with strategic thinking.
Qualifications
- ATT and/or CTA qualification (essential); STEP qualification desirable.
- Strong technical background in private client and OMB taxation, working on advisory projects across a range of tax matters.
- Proven experience advising on IHT, trust planning, CGT, and residence/domicile issues.
- Excellent communication and report‑writing skills, with the ability to simplify complex matters.
- Commercially minded, client‑focused, and confident leading advisory projects.
- Ability to work autonomously while contributing to a collaborative senior team.
Benefits
- Competitive salary and benefits package.
- Flexible working options, including hybrid arrangements.
- Opportunity to work on high‑quality, complex advisory projects.
- Support for professional development and progression within a growing practice.
- A collaborative, supportive environment where your expertise is valued.
How to Apply
Apply today and join a firm where your technical skills and strategic insight will make a real difference.
Private Client Tax Advisor / Manager. Job in Birmingham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a leading tax advisory practice in Birmingham that champions technical excellence and client-focused solutions. With a strong emphasis on professional growth, flexible working options, and a collaborative environment, this role as a Private Client Tax Advisor/Manager offers the chance to work on high-quality advisory projects while mentoring junior team members. Here, your expertise will not only be valued but will also make a significant impact on clients' financial futures.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisor / Manager. Job in Birmingham LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or local meet-ups. You never know who might have a lead on your dream job or can introduce you to someone at a firm you're eyeing.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your insights on complex tax matters like inheritance tax or trust planning. This will not only showcase your knowledge but also demonstrate your passion for the field.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to fit their culture and values. Research the company beforehand and align your skills and experiences with what they’re looking for in a Tax Advisory Manager.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Private Client Tax Advisor / Manager. Job in Birmingham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your qualifications like ATT or CTA, and any relevant advisory projects you've worked on. We want to see how you can bring your expertise to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory and how your background makes you a perfect fit for the role. Don’t forget to mention your client-focused approach and any mentoring experience you have.
Showcase Your Communication Skills:Since this role involves simplifying complex tax matters, make sure your application showcases your excellent communication skills. Use clear and concise language in your CV and cover letter to demonstrate your ability to convey complex information effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our collaborative team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of inheritance tax, trust planning, and capital gains tax. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This shows you're not just book-smart but also practical.
✨Show Off Your Communication Skills
Since this role involves simplifying complex tax matters for clients, practice explaining tricky concepts in layman's terms. You might even want to prepare a few examples of how you've done this in the past. Clear communication is key!
✨Demonstrate Your Leadership Qualities
As a Tax Advisory Manager, you'll be mentoring junior team members. Think of instances where you've led projects or guided others. Be prepared to share how you foster collaboration and support within a team.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to client advisory work and their expectations for the role. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
