Private Client Tax Manager

Curtis Recruitment Limited; Birmingham; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Private medical cover

Medical cash plan

Flexible working policy

Enhanced maternity

Death in service cover

Voluntary benefits package

Job summary

Curtis Recruitment Limited is recruiting for a Private Client Tax Manager to join a successful accountancy practice in 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.

You will be managing a diverse portfolio comprising HNWIs, landed estates, privately owned businesses and executives of multi-national firms.

Qualifications

• Qualified ACA or ACCA accountant and/or CTA tax adviser
• Significant personal tax experience gained within a UK accountancy practice
• Excellent interpersonal and communication skills
• A keen and insightful appreciation of private clients and bespoke tax solutions
• Highly analytical with a commercial approach to resolving issues

Responsibilities

• Manage a portfolio of personal tax clients with client meetings, robust tax computations, and high service standards
• Deliver technical advisory reporting and guidance to clients
• Lead and develop the team, conduct reviews, and drive productivity
• Oversee WIP, billing, compliance trackers, and client onboarding
• Identify advisory opportunities and support partners on complex matters
• Collaborate with other teams on firm initiatives

Skills

Interpersonal skills

Team management

Analytical thinking

Commercial approach

Education

ACA/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