Private Client Tax Advisory Manager - Birmingham

PRO-TAX RECRUITMENT LIMITED; Birmingham; On-site; GBP 55,000 - 65,000; Full time

Job summary

A leading recruitment firm seeks a Private Client Tax Advisory Manager in Birmingham to manage a diverse portfolio of High Net Worth Individuals and Trusts. The successful candidate will work alongside influential Tax Partners, offering substantial flexibility and excellent earning potential without strict salary bandings. This position promises rewarding challenges with the chance to progress into a senior role.

Benefits

Complete flexibility to work from home

Pension

Healthcare

Bonus

Qualifications

• Experience managing a Private Client Tax portfolio is essential.
• Enthusiastic about progress into a senior role.
• Friendly and personable with strong relationship skills.

Responsibilities

• Managing tax advisory for a diverse portfolio including HNWIs and Trusts.
• Collaborating closely with influential Tax Partners.
• Identifying opportunities and responding to client requests.

Skills

Tax Advisory Management

Business Development

Relationship Building

Job description

Private Client Tax Advisory Manager - Birmingham

Location

Birmingham

Type

Permanent

Private Client Tax Manager

Up to 65k plus Pension + Bonus + Healthcare

Are the following factors must haves for your next role:

• Complete flexibility to work from home
• Working with an interesting portfolio of clients where variety is key
• Collaborating with a team that are cohesive with a family feel
• Good earning potential without strict salary bandings

The role will involve:

• Managing tax advisory covering a portfolio of HNWI's, Directors of small to medium companies, Trusts, Wealthy Families, Non-Domiciled Residents and more.
• Working closely with one of the most influential Tax Partners in the Market
• Taking planning ideas to clients/ look for opportunities for them as well as responding to their requests for transactional assistance
• Awareness of business development and representing the firm at networking events.
• Liaising with HMRC
• Working across the entire tax department

To be considered you will be:

• You will have experience of managing your own Private Client Tax portfolio
• Enthusiastic to progress into a senior role
• A friendly and personable natured individual good at building relationships.

Interested in hearing more? Please do email [e-mail]

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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.