Private Client Tax Advisory Manager to Equity Partner

Pro‑Recruitment Group; Birmingham; On-site; GBP 70,000 - 110,000; Full time

Job summary

Pro‑Recruitment Group is seeking a Private Client Tax Advisory Manager in Birmingham to lead a portfolio of high‑net‑worth clients. You will deliver sophisticated private client tax advice, maintain first‑class service, and collaborate with Partners on tax planning and new service offerings.

You will influence the growth of the practice through networking, client development, and staff mentoring, with a clear pathway toward Equity Tax Partner in a supportive, well‑established team.

Qualifications

• Excellent client handling skills and proven experience supporting clients on private client tax issues.
• Ability to lead or assist with tax consultancy assignments, particularly IHT.
• Strong networking and marketing initiative collaboration with partners.

Responsibilities

• Manage a portfolio of private client tax clients with high service levels.
• Provide technical advice across private client tax to clients and internal teams.
• Support development and expansion of the Personal Tax Executives and Associates.

Skills

Private Client Tax

Client Relationship Management

Tax Advisory

Networking

IHT knowledge

Education

CTA qualification

Tools

Tax software

Job description

Pro‑Recruitment Group is seeking a Private Client Tax Advisory Manager in Birmingham to lead a portfolio of high‑net‑worth clients. You will deliver sophisticated private client tax advice, maintain first‑class service, and collaborate with Partners on tax planning and new service offerings.

You will influence the growth of the practice through networking, client development, and staff mentoring, with a clear pathway toward Equity Tax Partner in a supportive, well‑established team.