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Private Client Tax Advisory Manager - Birmingham or Nottingham

Pro-Tax

United Kingdom

Remote

GBP 50,000 - 65,000

Full time

Today
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Job summary

A leading tax consultancy firm in the United Kingdom is seeking a Private Client Tax Manager to manage tax advisory for high-net-worth individuals. This role offers complete flexibility to work from home and the opportunity to collaborate with a cohesive team. The ideal candidate will have experience managing a Private Client Tax portfolio and a personable nature that fosters relationship building. Apply now to join a supportive environment with great potential for growth.

Benefits

Pension
Bonus
Healthcare

Qualifications

  • Experience managing a Private Client Tax portfolio.
  • Enthusiastic to progress into a senior role.
  • Good at building relationships.

Responsibilities

  • Manage tax advisory for a portfolio of HNWI's and companies.
  • Work closely with an influential Tax Partner.
  • Develop planning ideas for clients and respond to requests.
  • Liaise with HMRC and represent the firm at networking events.

Skills

Portfolio management of private clients
Relationship building
Tax advisory knowledge
Business development
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.

Interested in hearing more? Please do email jennifer.nelson@pro-tax.co.uk

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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.

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