Private Client Tax Manager

Ellacotts Accountants; Birmingham; On-site; GBP 40,000 - 65,000; Full time

Job summary

Ellacotts Accountants in Birmingham is seeking a qualified accountant or tax adviser to manage and develop a high-quality personal tax service for clients. The role focuses on overseeing a diverse portfolio and delivering tailored tax advice, including matters related to Inheritance Tax and Capital Gains Tax.

The ideal candidate will demonstrate excellent interpersonal skills, leadership capabilities, and a strong commitment to providing exceptional client service while developing the tax team.

Qualifications

• Experience in a personal tax-focused environment.
• Strong analytical skills and a commercial approach to issue resolution.
• Ability to provide bespoke tax solutions.

Responsibilities

• Manage a portfolio of personal tax clients and deliver complex advisory outcomes.
• Develop the personal tax team through leadership and staff development.
• Drive process efficiency and technology adoption.

Skills

Tax advisory expertise

Client management

Team leadership

Interpersonal skills

Education

Qualified accountant (ACA or ACCA) or tax adviser (CTA)

Job description

Purpose of the Role

To manage and develop a high-quality personal tax service to our clients.

The role focuses on managing a diverse portfolio of personal tax clients, providing a wide range of assignments including Inheritance Tax, Capital Gains Tax, income tax, international tax matters, and identifying opportunities to advise your portfolio of clients in relation to these taxes. The successful candidate will provide original thinking to solve tax problems, frequently leading relationships to provide bespoke tax advice and solutions to one-off assignments. The candidate will also play a key role in developing the personal tax team, both through business development and staff development.

Responsibilities

• Client Service & Portfolio management: 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 Ellacotts Service Charter
• Technical Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance. Specific technical knowledge required is outlined below.
• Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
• Operational Efficiency & Workflow Management: 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.
• Business Development: 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 Firm's profile
• Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best‑practice and technology projects.

Critical Knowledge Required

• Core advisory areas may include, but are not limited to: Inheritance Tax, Capital Gains Tax, Trusts and Estates, HMRC Investigations, Income Tax, International Taxes and Residency status

Qualifications & Experience Required

• Qualified accountant (ACA or ACCA) and/or tax adviser (CTA) with experience working in a personal tax focused environment with exposure to a varied client base.
• Academically strong results in career to date.
• Strong interpersonal skills are required in addition to strong oral and written 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.
• An ability to work as part of a team as well as on their own initiative.
• High level of analytical skills and a commercial approach to resolving issues and providing advice.
• May already hold an existing network of contacts in the region

Personal Qualities

• Focussed: Building solid positive professional and personal client relationships by providing excellent client service.
• Teamwork: Valuing and working with each other with mutual respect in a positive, collaborative and approachable environment.
• Integrity: Doing the right thing. We are trustworthy, honest and comply with professional and ethical standards.
• Enthusiastic: Being the best and enjoying what we do. We celebrate success, inspire others and are fully engaged.
• Progressive: Making a difference and challenging the status quo. We challenge what we do and how we do it, ensuring our clients receive the latest and best possible advice or services.

Job Requirements

• Live within commuting distance
• Work outside normal hours as required