Private Client Tax Manager

Infinity Recruitment Consultancy Ltd; Birmingham; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Electric car / cycle to work scheme

Volunteering day

Personal development

Employee assistance programme

Pension (5%)

Job summary

Infinity Recruitment Consultancy Ltd represents a Birmingham-based client seeking an experienced Private Client Tax Manager. The role is full-time, Monday–Friday, with flexible hours and hybrid working.

You will manage portfolios, provide personal tax compliance and advisory services, and help develop clients and colleagues. The candidate should be ACA/ACCA/CTA qualified, with strong personal tax experience, excellent communication and technical skills, and a proactive, commercially minded

Qualifications

• Strong experience in personal tax and client portfolio management.
• Excellent communication and technical skills.
• ACA/ACCA/CTA qualified or equivalent.

Responsibilities

• Manage a portfolio of personal tax clients.
• Deliver advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts & Estates, HMRC enquiries, and International Tax.
• Review tax computations and identify planning opportunities.
• Mentor and develop team members.
• Support business development and build strong client relationships.

Skills

Personal tax

Client portfolio management

Communication skills

Technical skills

Commercial mindset

Education

ACA/ACCA/CTA

Job description

We're pleased to be supporting our Birmingham based client who are looking for an experienced Private Client Tax Manager to join their growing team. This is a full-time permanent position, working Monday to Friday,8.30am - 4.30pm (flexible working hours available)

You’ll manage a portfolio of private clients, deliver high-quality personal tax compliance and advisory services, and support the development of both clients and colleagues.

Key Responsibilities for the Private Client Tax Manager position

• Manage a portfolio of personal tax clients.
• Deliver advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts & Estates, HMRC enquiries, and International Tax.
• Review tax computations and identify planning opportunities.
• Mentor and develop team members.
• Support business development and build strong client relationships.

About You

• ACA, ACCA and/or CTA qualified.
• Strong experience in personal tax and client portfolio management.
• Excellent communication and technical skills.
• Commercially minded with a proactive approach.
• Live within commuting distance.
• Flexibility to work outside normal hours when required

What's on Offer for the Private Client Tax Manager role:-

In return, our client is offering a salary of up to £75,000 (depending on level of experience), 28 days annual leave plus statutory holiday, 5% pension, hybrid working model, private medical insurance, electric car / cycle to work scheme, volunteering day, personal development, employee assistance programme and the chance to join an employee centric business that values work / life balance.