Private Client Tax Advisory Manager - Home Based

PRO-TAX RECRUITMENT LIMITED; Birmingham; Remote; GBP 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a personable Private Client Tax Advisory Manager to work remotely, with occasional office visits. This role offers the opportunity to manage a diverse portfolio of high-net-worth individuals, directors, and trusts while collaborating with a supportive team. You will engage in business development and represent the firm at networking events, ensuring client satisfaction and building lasting relationships. With a competitive salary and flexible working arrangements, this position is perfect for someone looking to advance their career in a dynamic environment.

Benefits

Pension

Healthcare

Flexible working hours

Work from home

Qualifications

• Experience managing a Private Client Tax portfolio.
• Enthusiastic to progress into a senior role.

Responsibilities

• Managing tax advisory for HNWI's and small to medium companies.
• Liaising with HMRC and representing the firm at networking events.

Skills

Private Client Tax Management

Client Relationship Building

Business Development

Job description

Private Client Tax Advisory Manager - Home Based

Location

Birmingham

Type

Permanent

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 their Midlands office one day a month.

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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