Private Client Tax Advisory Manager - Birmingham or Nottingham

Pro‑Recruitment Group; Birmingham; Hybrid; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Pension

Bonus

Healthcare

Job summary

Pro‑Recruitment Group is recruiting a personable Private Client Tax Manager to work from home with an option to visit Midlands offices a fortnightly basis. Manage tax advisory for HNWIs and related entities, collaborating with a high-profile Tax Partner and driving BD at networking events.

The role offers up to 65k salary plus pension, bonus and healthcare, with complete home-working flexibility and a supportive team culture. Midlands office access is available as needed.

Qualifications

• Experience managing a Private Client Tax portfolio.
• Desire to progress into a senior role.
• Friendly, personable with strong relationship-building skills.

Responsibilities

• Manage tax advisory for a portfolio of HNWIs, directors of SMEs, trusts and wealthy families.
• Collaborate with a senior Tax Partner in the team.
• Present planning ideas to clients and identify opportunities for transactional support.
• Engage in business development; represent the firm at networking events.

Skills

Private Client Tax

Portfolio Management

HMRC Liaison

HNWI Portfolio

Job description

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

I am working with one of my favourite clients who is currently recruiting for a personable Private Client Tax Manager to work from home, with the option to go to one of their Midlands offices one day a fortnight

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.

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.