Personal Tax Assistant Manager - Birmingham

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

Job summary

An award-winning professional services group is seeking a Personal Tax Assistant Manager for their Birmingham office. This role offers the chance to manage a diverse portfolio of private clients while providing high-quality compliance services. You'll work closely with Partners and Directors on advisory projects involving inheritance tax, capital gains, and estate planning. The firm is known for its collaborative culture and commitment to career progression, making it an ideal environment for motivated professionals looking to advance their tax careers. Enjoy hybrid working, competitive benefits, and a clear promotion pathway.

Benefits

25 days holiday plus bank holidays

Hybrid working (2-3 days from home)

Competitive bonus scheme

Clear promotion pathway

Enhanced pension contributions

Firm-wide profit share scheme

Regular team socials

Wellbeing support

Qualifications

• Proven experience in UK personal tax compliance and tax planning.
• Confident in managing client relationships and overseeing workflows.

Responsibilities

• Manage a portfolio of personal tax clients and ensure accurate tax return submissions.
• Provide tax planning and advisory support throughout the tax year.

Skills

UK personal tax compliance

Client relationship management

Tax planning (CGT, IHT, trusts)

Mentoring junior team members

Education

CTA

ATT

ACA

ACCA

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.

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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.