Private Client Senior Manager - Birmingham

PRO TAX; Birmingham; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working

Career progression

Mentoring and development

Job summary

PRO TAX is seeking a Private Client Tax Senior Manager in hybrid Birmingham/Nottingham. You will lead a substantial Private Client portfolio, balancing compliance delivery with high-value advisory work, while mentoring junior tax professionals and developing the client base.

Working with high-net-worth individuals, business owners and trustees, you’ll review complex Self-Assessment returns and provide strategic wealth planning and tax advice.

Qualifications

• Experience managing portfolios of Private Client/HNW individuals, business owners and trustees.
• Strong ability to review complex Self-Assessment tax returns for individuals and trusts.
• Proven track record in client relationship management and mentoring tax professionals.

Responsibilities

• Oversee a substantial Private Client portfolio with compliance oversight and advisory input.
• Lead and develop the Private Client tax team, ensuring timely delivery and quality work.
• Provide trusted advice on Income Tax, Capital Gains Tax, Inheritance Tax, and Trusts and Estates.

Skills

Portfolio management

Client relationship management

Tax advisory

Mentoring

Education

CTA qualified

ACA/ATT considered

Job description

Private Client Tax Senior Manager | Birmingham/ Nottingham

Hybrid Working | Midlands | Competitive Salary + Benefits

I'm working with a growing accountancy and advisory firm to recruit a Private Client Tax Senior Manager into their expanding tax team.

This is a key appointment for the business and an excellent opportunity for an experienced Private Client tax professional looking to take ownership of a significant portfolio while helping shape and develop the firm's personal tax offering.

The role offers a blend of compliance oversight, advisory exposure, client relationship management, and team leadership, making it ideal for someone who enjoys both technical work and mentoring others.

The Opportunity

Joining an established Private Client team, you'll play a leading role in the delivery of a high-quality personal tax compliance service while identifying and supporting advisory opportunities across a broad range of private client matters.

Working closely with entrepreneurial clients, business owners, trustees, and high-net-worth individuals, you'll become a trusted adviser and key point of contact while helping drive the continued development of the team.

The Firm

This well-regarded accountancy and advisory firm has built a strong reputation for delivering practical, commercially focused advice to businesses and private clients.

The tax team works collaboratively across service lines to provide joined-up advice, creating opportunities to work on a wide variety of personal tax matters alongside experienced colleagues and senior leadership.

The firm continues to invest in its people, offering excellent opportunities for career progression and professional development.

The Role

As Private Client Tax Senior Manager, you'll oversee a substantial portfolio while ensuring the efficient delivery of compliance services and supporting more complex advisory projects.

Key responsibilities include:

• Managing a portfolio of high-net-worth individuals, entrepreneurs, business owners, and trustees
• Reviewing complex Self-Assessment tax returns for individuals and trusts
• Leading the delivery of a high-quality personal tax compliance service
• Acting as a trusted adviser and primary point of contact for clients
• Supporting clients with Income Tax, Capital Gains Tax, and Inheritance Tax matters
• Advising on trusts, estates, succession planning, and wealth preservation strategies
• Identifying opportunities to provide additional advisory services
• Liaising with professional intermediaries and other advisers
• Managing workflow across the team and ensuring deadlines are met
• Mentoring, coaching, and developing junior tax professionals
• Working closely with colleagues across the wider tax practice to provide integrated client solutions

What You'll Need

• CTA qualified preferred (or ACA, ATT, or equivalent with substantial experience)
• Significant experience within a Private Client or Personal Tax team
• Strong background managing portfolios of HNW individuals, business owners, and trustees
• Extensive experience reviewing complex personal tax compliance work
• Strong technical knowledge of:
  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Trusts and Estates
  • Remuneration and extraction planning
  • Succession and wealth planning
  • Residence and domicile matters
• Proven client relationship management skills
• Experience leading and developing tax professionals
• Strong organisational and workflow management abilities
• Commercial awareness and the ability to identify advisory opportunities

Benefits

• Hybrid and flexible working
• Leadership position within a growing Private Client team
• Mix of compliance management and advisory work
• Exposure to HNW individuals, entrepreneurs, and family wealth structures
• Opportunity to mentor and develop junior team members
• Strong client-facing role with significant responsibility
• Clear progression opportunities
• Supportive and collaborative culture
• Long-term career development within an expanding tax practice

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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.