Personal Tax Senior Manager - Birmingham

Taxation; Birmingham; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

Taxation in Birmingham seeks a skilled private client tax adviser to lead capital taxes planning and compliance for high-net-worth clients. You will mentor juniors and work with Partners on advisory projects, with a focus on UK income tax, CGT and IHT.

The team supports hybrid work 2–3 days weekly and offers clear progression toward Associate Director. The role is embedded in a thriving Private Client Tax team serving entrepreneurial families, business owners and trusts, with exposure to notable

Qualifications

• CTA qualification is a pre-requisite.
• Experience advising HNW individuals on UK income tax, CGT and IHT.

Responsibilities

• Mentor junior team members and collaborate with Partners on advisory projects.
• Support business development initiatives and contribute to progression toward senior grades.
• Hybrid working 2–3 days a week.

Skills

Mentoring

Client advisory

Business development

Education

CTA qualification

Job description

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.

You’ll mentor junior team members 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.

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

This is a friendly, sociable and supportive team offering genuine opportunities to progress to Associate Director grade and beyond. The team operates hybrid working 2-3 days a week.