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: Opportunity for career progression within a supportive team.
- 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 55000 - 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.
Senior Tax Advisory Manager for Private Clients. 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 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 Senior Tax Advisory Manager for Private Clients. Job in Birmingham LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with professionals in the tax advisory field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with inheritance tax, trust planning, and other key areas mentioned in the job description. We want to see you shine and demonstrate how you can add value to their team!
✨Prepare for the Interview
Do your homework on the company and its clients. Be ready to discuss how you can tackle complex tax planning projects and provide tailored solutions. We suggest practising common interview questions and preparing some insightful questions of your own to show your interest.
✨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’re always looking for passionate individuals who are eager to make a difference in the tax advisory space.
We think you need these skills to ace Senior Tax Advisory Manager for Private Clients. Job in Birmingham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Tax Advisory Manager role. Highlight your expertise in private client and OMB taxation, and don’t forget to mention any relevant qualifications like ATT or CTA.
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 experience aligns with our client-focused approach. Be sure to mention your ability to simplify complex matters and lead advisory projects.
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your application showcases your report-writing skills. Use clear and concise language, and consider including examples of how you've effectively communicated complex tax issues in the past.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to review your application and see how you can contribute to our dynamic 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 familiar with the theory but can apply it practically.
✨Showcase Your Communication Skills
Since this role involves simplifying complex tax matters for clients, practice explaining intricate concepts in a straightforward way. You might even want to prepare a few examples of how you've done this in the past, as it will demonstrate your ability to connect with clients effectively.
✨Demonstrate Leadership and Mentoring
As a Senior Tax Advisory Manager, you'll be expected to lead projects and mentor junior team members. Think of instances where you've taken charge or helped others grow in their roles. Sharing these experiences will highlight your leadership qualities and collaborative spirit.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about their approach to client advisory work and how they support professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
