Private Client Tax Lead — Advisory & Growth

Michael Page Finance; Birmingham; Hybrid; GBP 70,000 - 80,000; Full time

Benefits offered by this job

25 days annual leave

Life Assurance

Electric Car scheme

Cycle to Work Scheme

Job summary

Michael Page Finance is seeking a Private Client Tax Senior Manager in Birmingham to lead complex advisory assignments and oversee a portfolio of high-value private clients. The role combines strategic advisory delivery with hands-on technical leadership in a progressive independent firm with a strong emphasis on client relationships.

You will mentor colleagues, work with the Private Client Tax Partner on strategic matters and identify opportunities to expand services, while supporting growth of

Qualifications

• CTA/ACA/ACCA qualified or qualified by experience.
• Significant Private Client Tax experience in accountancy or tax advisory.
• Strong technical knowledge across personal tax matters.
• Experience leading complex advisory assignments and reviewing technical reports.

Responsibilities

• Lead complex Private Client Tax advisory projects from planning through to delivery.
• Prepare and review technical reports covering inheritance tax, capital gains tax, trusts, estates, residency, domicile and succession planning.
• Manage a portfolio of high-value and primarily advisory-led private clients.
• Provide clear, commercially focused recommendations to clients and professional advisers.
• Oversee the quality and timely delivery of associated personal tax compliance work.
• Act as a senior technical resource for colleagues across the firm.
• Work closely with the Private Client Tax Partner on strategic client matters.
• Identify opportunities to expand relationships and introduce additional services.
• Support the development and commercial growth of the Private Client offering.

Skills

Private Client Tax

Leadership

Client Relationship

Mentoring

Education

CTA/ ACA/ ACCA or QBE

Job description

Michael Page Finance is seeking a Private Client Tax Senior Manager in Birmingham to lead complex advisory assignments and oversee a portfolio of high-value private clients. The role combines strategic advisory delivery with hands-on technical leadership in a progressive independent firm with a strong emphasis on client relationships.

You will mentor colleagues, work with the Private Client Tax Partner on strategic matters and identify opportunities to expand services, while supporting growth of