Private Client Tax Manager

Curtis Recruitment Limited; Birmingham; On-site; GBP 60,000 - 90,000; Full time

Job summary

Curtis Recruitment Limited is recruiting a Private Client Tax Manager for its Birmingham office. The ideal candidate will be ACA or ACCA qualified with extensive personal tax experience in a UK practice, and CTA is advantageous.

The role involves managing a diverse personal tax portfolio, advising on IHT, CGT, income tax, and international matters, with a focus on delivering bespoke tax solutions and maintaining high client service standards.

Qualifications

• Qualified ACA or ACCA with extensive personal tax experience.
• CTA tax adviser qualification is advantageous.
• Experience within a UK accountancy practice environment.
• Excellent interpersonal and communication skills.
• Willingness to work beyond normal hours when required.
• Live within commuting distance to Birmingham.

Responsibilities

• Manage a portfolio of personal tax clients, including meetings and technical reviews.
• Approve robust tax computations and deliver complex advisory outcomes.
• Lead and develop the team, conduct reviews, and provide feedback.
• Drive efficiency, monitor WIP and billing, and support onboarding.
• Identify advisory opportunities within existing and new clients.
• Collaborate with other teams on firm initiatives and technology projects.

Skills

Interpersonal skills

Communication

Analytical thinking

Education

ACA or ACCA

CTA tax adviser

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

• 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