Private Client Senior Tax Manager - Worcester

Pro-Tax; England; Hybrid; GBP 77,000 - 94,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Pro-Tax is seeking a Private Client Tax Senior Manager in Worcester to lead a diverse portfolio of high-net-worth individuals and trusts. The role offers hybrid working in the West Midlands and a clear path to senior leadership as the firm grows, with direct exposure to Partners and strategic tax planning projects.

You will oversee advisory work across personal tax, trusts, IHT, CGT and international matters, while developing and mentoring a talented tax team.

Qualifications

• CTA/ACA/ACCA qualification or equivalent experience is required.
• Extensive Private Client Tax and Trust experience in a practice setting.
• Strong technical knowledge across personal tax, trusts, estates, IHT and CGT.
• Proven ability to manage client portfolios and deliver advisory services.
• Previous leadership or people management experience.
• Excellent communication and relationship-building skills.
• Commercial awareness and proactive client service mindset.
• A passion for mentoring, developing and supporting others.

Responsibilities

• Overseeing the Private Client & Trust Services compliance offering.
• Reviewing Personal and Trust Tax Returns.
• Delivering advisory work across Trusts, IHT, CGT and international tax matters.
• Managing relationships with high-net-worth individuals, families and trusts.
• Leading, mentoring and developing members of the tax team.
• Managing departmental KPIs, WIP, billing and recoveries.
• Building and maintaining strong long-term client relationships.
• Supporting business development initiatives and identifying growth opportunities.
• Working closely with Partners on complex tax planning and advisory projects.
• Providing technical guidance and support across the wider team.

Skills

Private Client Tax

Trusts

Inheritance Tax

Capital Gains Tax

Leadership

Client relationships

Education

CTA/ACA/ACCA qualified or equivalent

Job description

Private Client Tax Senior Manager | Worcester

Hybrid Working | West Midlands | Up to £85,000 + Benefits

This ambitious, founder-led Midlands firm has built an outstanding reputation for delivering high-quality tax and advisory services to businesses, entrepreneurs and private clients.

Despite its continued growth and success, the firm remains true to its independent roots, maintaining a people-first culture where relationships, collaboration and long-term career development are genuinely valued.

With exciting plans for the future, this is an excellent opportunity for an experienced Private Client Tax professional to join a firm where progression is driven by ability and ambition. You'll work closely with Partners, play a visible role within the business and have the opportunity to make a genuine impact on both clients and the wider team.

As a Private Client Tax Senior Manager, you'll oversee a diverse portfolio of high-net-worth individuals, families and trusts, delivering expert advisory services while leading and developing a talented team. Working closely with senior leadership, you'll gain exposure to complex tax planning projects and contribute to the continued growth of a highly respected practice.

Key Responsibilities

• Overseeing the Private Client & Trust Services compliance offering
• Reviewing Personal and Trust Tax Returns
• Delivering advisory work across Trusts, Inheritance Tax, Capital Gains Tax and international tax matters
• Managing relationships with high-net-worth individuals, families and trusts
• Leading, mentoring and developing members of the tax team
• Managing departmental KPIs, WIP, billing and recoveries
• Building and maintaining strong long-term client relationships
• Supporting business development initiatives and identifying growth opportunities
• Working closely with Partners on complex tax planning and advisory projects
• Providing technical guidance and support across the wider team

What You'll Need

• CTA, ACA or ACCA qualified, or equivalent experience
• Extensive Private Client Tax and Trust experience gained within practice
• Strong technical expertise across personal tax, trusts, estates, IHT and CGT
• Proven experience managing client portfolios and delivering advisory services
• Previous leadership or people management experience
• Excellent communication and relationship-building skills
• Commercial awareness and a proactive approach to client service
• A passion for mentoring, developing and supporting others

What's on Offer

• A senior leadership position within a respected and growing firm
• Exposure to a broad range of advisory and consultancy work
• Direct access to Partners and decision-makers
• Clear progression opportunities within a growing, founder-led business
• Hybrid and flexible working arrangements

________

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.