Personal Tax Assistant Manager - Birmingham

Pro-Tax; Birmingham; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading professional services group in Birmingham is seeking an experienced Personal Tax Assistant Manager to manage private client portfolios and provide tax compliance services. This role involves client interaction, mentoring junior staff, and contributing to tax planning initiatives. The candidate should have proven experience in UK personal tax compliance and relevant qualifications. The position offers competitive salary, bonus, and hybrid working options.

Benefits

25 days holiday plus bank holidays

Enhanced pension contributions

Competitive bonus scheme

Qualifications

• Proven experience in UK personal tax compliance.
• Confident in managing client relationships and overseeing workflows.
• Motivated and organised, eager to advance in tax career.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring timely tax return submissions.
• Provide ad hoc tax planning and advisory support throughout the tax year.
• Mentor and review the work of junior team members.

Skills

UK personal tax compliance

Client relationship management

Tax planning (CGT, IHT, trusts)

Education

CTA, ATT, ACA or ACCA qualified

Job description

Personal Tax Assistant Manager - Birmingham
Salary: £40,000 - £50,000 DOE + Bonus + Excellent Benefits
Type: Permanent | Hybrid Working (2-3 days WFH)
The Opportunity:
An award-winning professional services group, ranked nationally within the top advisory firms, is looking to appoint a Personal Tax Assistant Manager to its thriving Birmingham office. With a modern, client-focused approach and a strong regional presence, the firm is known for its collaborative culture, excellent work-life balance, and commitment to long-term career progression.
The Role:
You'll play a central role in the personal tax team, managing a portfolio of diverse private clients and providing high-quality compliance services. You'll also contribute to advisory projects across inheritance tax, capital gains, trust structuring, and estate planning, working closely with Partners and Directors.
Client exposure is broad and includes high-net-worth individuals, entrepreneurs, family businesses, landed estates, trusts, and professional partnerships.
Key Responsibilities:

• Manage a portfolio of personal tax clients, ensuring timely and accurate tax return submissions
• Provide ad hoc tax planning and advisory support throughout the tax yearLiaise with clients, HMRC, and internal stakeholders to resolve queries and support ongoing relationships
• Mentor and review the work of junior team members
• Contribute to internal knowledge sharing and team development
• Identify planning opportunities and support wider business development initiatives

What You'll Need:

• Proven experience in UK personal tax compliance
• CTA, ATT, ACA or ACCA qualifiedSome exposure to tax planning (CGT, IHT, trusts)
• Confident in managing client relationships and overseeing workflows
• Motivated, organised, and keen to take the next step in your tax career

What's on Offer:

• 25 days holiday plus bank holidays
• Hybrid working (2-3 days from home)
• Competitive bonus scheme tailored to Assistant Manager grade
• Clear promotion pathway to Manager and beyond
• Enhanced pension contributions
• Firm-wide profit share scheme
• Regular team socials and wellbeing support

Ready to take the next step in your career? This role offers the perfect platform to develop your technical skills, grow your portfolio responsibility, and be part of a firm that genuinely supports your progression.To find out more in confidence, get in touch directly:Andy Chaplin Email: [e-mail] Mobile: [phone]Let's have a confidential chat about your next move in tax.

________

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.