Personal Tax Manager – Birmingham

Howells Consulting Ltd; Birmingham; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A recruitment firm for Private Client Tax seeks a Private Client Tax Adviser in Birmingham. The role involves undertaking capital taxes planning work and mentoring junior advisers while providing compliance support to high-net-worth clients. Successful candidates will hold a CTA qualification and have experience dealing with UK taxation issues. The firm offers a supportive team environment with opportunities for career progression, including a competitive salary range of £55k-£65k plus benefits.

Qualifications

• Demonstrable experience of advising HNW individuals on UK income tax, CGT and IHT issues.

Responsibilities

• Undertake a broad range of ad hoc capital taxes planning work and complex compliance.
• Mentor junior advisers and work with Partners on advisory projects.

Skills

Advising high-net-worth individuals (HNWIs)

Capital taxes planning

Compliance

Mentoring junior advisers

Education

CTA qualification

Job description

Overview

Undertake a broad range of ad hoc capital taxes planning work and complex compliance, as a key member of a thriving Private Client Tax team in Birmingham.

Our client has built a strong reputation for advising entrepreneurial HNWIs, business owners, families and trusts. Their Private Client team offers exposure to an impressive client list and scope to work with some of the region’s leading advisers.

Responsibilities

• Undertake a broad range of ad hoc capital taxes planning work and complex compliance, as a key member of a thriving Private Client Tax team in Birmingham.
• You’ll mentor junior advisers and work with Partners on advisory projects and business development initiatives. The aim being to provide you with the full skill set required to progress to senior management.

Qualifications

• The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNW individuals on UK income tax, CGT and IHT issues.

Salary & Benefits

This is a friendly, sociable and supportive team offering genuine opportunities to progress to Senior Manager grade and beyond. The team operates hybrid working 2-3 days a week and their Manager band runs c.£55k-£65k + benefits.

About Us

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.