Private Client Assistant Manager/ Manager

Michael Page; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Pension

Life assurance

Wellbeing support

Electric car scheme

Cycle-to-work

Training & development

25 days leave

Job summary

Midlands Tax Advisory Firm is seeking a skilled private client tax professional to manage a portfolio of private clients, delivering advisory-led and compliance work in a high-technical environment.

You will mentor junior staff, support business development, and collaborate cross-functionally while staying abreast of evolving tax legislation.

Qualifications

• CTA/ACA/ACCA qualified (or equivalent).
• Strong experience in private client tax across advisory and compliance.
• Confident managing client relationships and delivering high-quality advice.
• Experience mentoring or managing junior staff.
• Strong technical knowledge across a range of private client tax matters.
• Commercially aware with proactive opportunity identification.
• Excellent written and verbal communication skills.
• Organised with ability to manage multiple priorities.

Responsibilities

• Manage a portfolio of private clients with advisory-led work.
• Lead and deliver complex private client tax projects and prepare detailed reports.
• Oversee personal tax compliance, ensuring accuracy and timely submissions.
• Build and maintain strong client relationships as a trusted advisor.
• Identify opportunities to add value and support wider business development.
• Mentor, train and support junior members of the team.
• Stay up to date with tax legislation and share knowledge internally.
• Collaborate with other departments on cross-service client work.
• Represent the firm through networking, events and technical contributions.

Education

CTA / ACA / ACCA qualified (or equivalent)

Job description

This position focuses on managing a portfolio of private clients, delivering both advisory and compliance services at a high technical level. You will also support the growth of the team through mentoring, business development, and cross-functional collaboration.

Client Details

This is a well-established and forward-thinking regional accountancy and advisory firm with multiple offices across the Midlands. The firm has built a strong reputation for delivering integrated tax, audit, and business advisory services to both private clients and businesses. Known for its collaborative culture and investment in people, the firm continues to grow its specialist tax offering, providing a supportive environment with clear progression opportunities.

Description

Manage a portfolio of private clients, with a strong focus on advisory-led workLead and deliver complex private client tax projects, preparing detailed reportsOversee personal tax compliance, ensuring accuracy and timely submissionsBuild and maintain strong client relationships, acting as a trusted advisorIdentify opportunities to add value and support wider business development initiativesMentor, train, and support junior members of the teamStay up to date with tax legislation and share technical knowledge internallyCollaborate with other departments on cross-service client workRepresent the firm through networking, events, and technical contributions

Profile

CTA / ACA / ACCA qualified (or equivalent)Strong experience in private client tax, across both advisory and complianceConfident managing client relationships and delivering high-quality adviceExperience mentoring or managing junior staffStrong technical knowledge across a range of private client tax mattersCommercially aware with a proactive approach to identifying opportunitiesExcellent communication skills, both written and verbalOrganised, with the ability to manage multiple priorities effectively

Job Offer

Competitive salary and benefits package25 days holiday + bank holidays, with option to purchase additional leaveClear progression pathway within a growing tax teamExposure to complex and advisory-led client workFlexible benefits including pension, life assurance, and wellbeing supportElectric car and cycle-to-work schemesOngoing training and development within a supportive environment