Private Client Tax Manager

LHH Recruitment Solutions

Birmingham

Hybrid

GBP 65,000 - 90,000

Full time

2 days ago
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Benefits offered by this job

Hybrid working
Career progression
Professional development

Job summary

LHH Recruitment Solutions is seeking a Private Client Tax Manager in Birmingham to join a growing private client team. You will manage your own portfolio, handling compliance and advisory work, and interact with senior leadership on complex planning projects.

The role offers hybrid working and exposure to high-quality private client work, with clear progression opportunities within a supportive team environment.

Qualifications

  • Strong experience in private client tax within practice.
  • Confident handling both compliance and advisory work.
  • Good technical knowledge across personal tax matters.
  • Experience managing client relationships and deadlines.
  • ACA / ACCA / CTA qualified (or equivalent experience).
  • Proactive, organised, and commercially aware.

Responsibilities

  • Manage a portfolio of private client tax clients, ensuring compliance work is delivered accurately and on time.
  • Lead and support advisory projects across income tax, CGT and IHT.
  • Prepare and review complex tax returns and reports.
  • Build and maintain strong client relationships.
  • Liaise with HMRC and other third parties on behalf of clients.
  • Support junior team members through mentoring and review of work.
  • Contribute to the development and growth of the private client offering.

Skills

Private client tax
Compliance work
Advisory services
Tax planning
Client relationship management
Mentoring
Team collaboration

Education

ACA/ACCA/CTA qualified

Job description

Private Client Tax Manager

Location: Birmingham
Job Type: Full Time Hybrid

The role
You'll join a growing Private Client team, working closely with senior leadership to deliver a mix of compliance and advisory work. The role will see you managing your own portfolio of clients while supporting on more complex tax planning projects, giving you strong exposure to high-quality private client work.

Key responsibilities

  • Managing a portfolio of private client tax clients, ensuring compliance work is delivered accurately and on time
  • Supporting and leading on advisory projects across income tax, CGT and IHT
  • Preparing and reviewing complex tax returns and reports
  • Building and maintaining strong client relationships
  • Liaising with HMRC and other third parties on behalf of clients
  • Supporting junior team members through mentoring and review of work
  • Contributing to the development and growth of the private client offering

About you

  • Strong experience in private client tax within practice
  • Confident handling both compliance and advisory work
  • Good technical knowledge across a range of personal tax matters
  • Experience managing client relationships and deadlines
  • ACA / ACCA / CTA qualified (or equivalent experience)
  • Proactive, organised, and commercially aware

The package

  • Competitive salary and benefits package
  • Exposure to high-quality advisory work
  • Clear progression opportunities within a growing team
  • Supportive and collaborative working environment
  • Ongoing professional development
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