Private Client Tax Manager

Curtis Recruitment Limited; Birmingham; On-site; GBP 60,000 - 95,000; Full time

Job summary

Curtis Recruitment Limited is recruiting a Private Client Tax Manager for a Birmingham-based accountancy practice. The ideal candidate will hold ACA or ACCA with extensive personal tax experience in a UK practice, and CTA is a plus.

The firm offers a competitive salary in line with experience and a strong benefits package. You will manage a diverse portfolio of high-net-worth individuals, landed estates and executives, delivering complex tax advisory services and maintaining excellent client

Qualifications

• Qualified ACA/ACCA and/or CTA with extensive personal tax experience in UK practice.
• Ability to deliver bespoke tax solutions for high-net-worth clients.
• Willingness to work outside normal hours when required.

Responsibilities

• Manage a portfolio of personal tax clients with oversight on computations and advisory work.
• Provide robust tax reporting and guidance to clients.
• Lead and develop the team, conducting reviews and providing feedback.
• Drive efficiency, oversee WIP and billing, and ensure quality files.
• Identify advisory opportunities and represent the firm at events.
• Collaborate with other teams on best practices and technology projects.

Skills

Personal tax

Client liaison

Tax advisory

Team management

Communication skills

Education

ACA/ACCA/CTA qualified

Job description

We are recruiting for a Private Client Tax Manager to join the team of a successful accountancy practice at its Birmingham office. The ideal candidate will be qualified ACA or ACCA with extensive personal tax experience gained within a UK accountancy practice, and could be CTA qualified.

This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits.

You will be managing a diverse portfolio comprising HNWIs, landed estates, privately owned businesses and executives of multi-national firms. The Private Client Tax Manager’s assignments will include Inheritance Tax, Capital Gains Tax, income tax, international tax matters, and advising clients appropriately.

As Private Client Tax Manager your responsibilities will include:

• Manage a portfolio of personal tax clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm’s Service Charter
• Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance
• Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team
• Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding
• Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile
• Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects

If the following describes your experience, skills and attributes

• Qualified ACA or ACCA accountant and/or CTA tax adviser
• Significant personal tax experience gained within a UK accountancy practice environment
• Excellent interpersonal and communication skills
• A keen and insightful appreciation of the issues facing private clients and an ability to deliver bespoke tax solutions to meet their needs
• Highly analytical with a commercial approach to resolving issues and providing advice
• Live within commuting distance
• Be prepared to work outside normal hours as required