Private Client Tax Assistant Manager - Birmingham

Pro-Tax; Birmingham; On-site; GBP 46,000 - 55,000; Full time

Job summary

A leading provider of personal tax services in Birmingham is seeking a Private Client Tax Assistant Manager. This role requires managing a portfolio of high net worth clients and providing expertise in inheritance tax and capital gains tax. The ideal candidate will hold the ATT qualification and enjoy flexible remote work options. This role offers clear career progression within a top firm in the South of England.

Benefits

Flexible working hours

Comprehensive training programme

Qualifications

• Experience managing a portfolio of private clients.
• Commitment to maintaining high standards.
• Clear understanding of non-domiciled issues.

Responsibilities

• Provide expert tax advice to high net worth clients.
• Manage inheritance tax and capital gains tax issues.
• Deliver exceptional relationship management.

Skills

Client relationship management

Expertise in inheritance tax and capital gains tax

Knowledge of Trusts

Tax compliance knowledge

Education

ATT qualification

Job description

Private Client Tax Assistant Manager - Birmingham (Flexible Remote Work)

Salary: Up to £55,000 + Benefits

Join a leading provider of personal tax services as they expand their Private Client Tax team in Birmingham. We are seeking a driven and ambitious Private Client Tax Assistant Manager to join this prestigious Top 10 firm, renowned for its expertise in Private Client Tax. This role offers a unique opportunity for career progression within a rapidly growing team.

Over the past five years, the firm has seen remarkable success in client acquisition, becoming the top choice for tax advice across the South of England. Our clients include High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNWI's) Entrepreneurs, Partnership, Family Office and more. With a robust training programme designed to fast-track Tax Managers to Director-level positions, this role offers a clear path to a rewarding and lucrative career.

As a Private Client Tax Assistant Manager, you will manage an established portfolio of clients, providing expert advice on inheritance tax, capital gains tax, Trusts, and non-domiciled issues. This client‑facilitating role requires a commitment to maintaining the firm's high standards and delivering exceptional relationship management to a diverse range of private clients.

To be considered for this opportunity, candidates should ideally hold the ATT qualification. Support for the CTA will be offered.

Interested candidates, please send your CV and contact details to [e-mail].

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.