Private Client Tax Manager

Workforce Staffing Ltd; Birmingham; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Pension 5%

Life assurance

28 days annual leave

Flexible working

Private medical insurance

Enhanced sickness leave

Medical Cash Plan

Enhanced maternity package

Enhanced paternity pay

Progression opportunities

Exposure to complex advisory work

Job summary

Midlands Independent Accountancy Practice is seeking a Private Client Tax Manager to oversee a diverse portfolio of high-net-worth clients and deliver expert advisory services. You will handle inheritance tax, capital gains tax, income tax, trusts and estates, and international tax matters while developing junior team members.

The role offers opportunities to build trusted adviser relationships with entrepreneurs, landed estates and international clients within a supportive, progressive practice

Qualifications

• ACA/ACCA and/or CTA qualification with proven private client tax experience.
• Technically strong, commercially aware and capable of building lasting client relationships.

Responsibilities

• Manage a diverse portfolio of private clients and deliver expert private client tax advice.
• Provide tailored tax planning and advisory services across IHT, CGT, Income Tax, Trusts & Estates, and International Tax.
• Mentor and develop junior team members and contribute to business development.
• Support growth of the private client tax team within the practice.

Skills

Private client tax

Client relationship management

Mentoring juniors

Business development

Education

ACA/ACCA and/or CTA qualified

Job description

Private Client Tax Manager

I'm delighted to be recruiting for an experienced Private Client Tax Manager on behalf of a highly respected independent accountancy practice in the Midlands.

If you're looking for more than just another tax role, this is an opportunity to become a trusted adviser to an impressive portfolio of high-net-worth individuals, entrepreneurs, business owners, landed estates, and international clients while building a long-term career within a supportive and progressive practice.

What's on Offer?

Competitive Reward Package

• Competitive salary, reviewed annually.
• 5% employer pension contribution from day one.
• Life assurance worth three times your annual salary.

• 28 days annual leave.
• Flexible working arrangements to support a healthy work-life balance.

Health & Wellbeing

• Private medical insurance from day one.
• Enhanced paid sickness leave
• Medical Cash Plan with everyday healthcare reimbursements.

Family Protection

• Enhanced maternity package.
• Enhanced paternity pay.

• Genuine opportunities for progression within a growing independent practice.
• Exposure to complex advisory work and an exceptional private client portfolio.
• A collaborative culture that encourages professional development, leadership and technical excellence

The Role

You'll manage a diverse portfolio of private clients, delivering expert advice across:

• Inheritance Tax
• Capital Gains Tax
• Income Tax
• Trusts & Estates
• International Tax & Residency
• HMRC enquiries and investigations

You'll provide tailored tax planning and advisory services, identify opportunities to add value for clients, mentor and develop junior team members, contribute to business development and play a key role in the continued growth of the private client tax team.

About You

You'll be ACA, ACCA and/or CTA qualified with proven experience in private client tax gained within an accountancy practice. You'll be technically strong, commercially aware and passionate about building lasting client relationships while developing your career in a supportive and forward-thinking environment.