Private Client Senior Manager - Birmingham

PRO-TAX RECRUITMENT LIMITED; Birmingham; Hybrid; GBP 85,000 - 120,000; Full time

Benefits offered by this job

Hybrid working

Leadership role

Mentoring opportunities

Career progression

Collaborative culture

Job summary

PRO-TAX RECRUITMENT LIMITED is recruiting a Private Client Tax Senior Manager for a growing Midlands firm. You will oversee a substantial HNW portfolio, delivering high-quality compliance and strategic advisory work while mentoring junior staff.

The role combines client relationship management with leading a team, across a blend of billing, advisory opportunities, and partnership with the wider tax practice. Hybrid working is available.

Qualifications

• CTA or ACA/ATT qualification preferred and substantial experience in Private Client/personal tax.
• Experience leading private client or personal tax teams and managing high-net-worth portfolios.
• Strong technical knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, Trusts and Estates, and wealth planning.

Responsibilities

• Oversee a substantial Private Client portfolio and ensure timely delivery of compliant services.
• Lead advisory projects and support business owner and trustee client needs.
• Manage client relationships and act as trusted adviser for high-net-worth individuals.
• Mentor and develop junior tax professionals within the team.
• Collaborate with the wider tax practice and intermediaries to provide integrated solutions.

Skills

Client relationships

Leadership

Mentoring

Tax advisory

Portfolio management

Self-Assessment reviews

IHT & Trusts

Residence & domicile

Advisory opportunities

Education

CTA qualified

ACA

ATT

Equivalent with substantial experience

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 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

Equal Opportunity Employer

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.