Private Client Tax Manager

Bennett & Game Recruitment Ltd; Birmingham; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Laptop provided

Private medical cover

Flexible working policy

Job summary

Bennett & Game Recruitment Ltd in Birmingham seeks a Private Client Tax Manager to lead a portfolio of high-net-worth clients and deliver bespoke advisory work. The role combines management of a private client tax team with development of the service line, offering hybrid working, a competitive salary and strong career progression.

You will review complex tax computations, manage client relationships, and contribute to business development within the firm.

Qualifications

• Qualified ACA/ACCA/CTA (or equivalent) required.
• Proven experience in a personal tax-focused environment with high-net-worth clients.
• Strong technical knowledge across IHT, CGT, trusts, estates and international/residency matters.

Responsibilities

• Manage a diverse portfolio of private client tax clients, acting as primary point of contact and ensuring excellent client experience.
• Lead on complex personal tax advisory work across IHT, CGT, income tax, trusts & estates, HMRC investigations, and international/residency matters.
• Review and approve technically robust tax computations and resolve technical issues.
• Produce clear advisory reporting and bespoke solutions for assignments.
• Develop internal relationships and liaise with stakeholders to deliver joined-up client outcomes.
• Mentor and develop junior team members through delegation and feedback.
• Drive workflow efficiency, process improvements and technology adoption.
• Oversee WIP, billing, and file quality standards.
• Identify and progress business development opportunities within existing clients and new relationships.

Skills

Personal tax

HNW clients

Leadership

IHT/CGT

Education

ACA/ACCA/CTA qualified

Job description

Private Client Tax Manager (47379) Birmingham, England

Salary: GBP55000 - GBP75000 per annum + Hybrid, company laptop

Private Client Tax Manager

Location:Birmingham, West Midlands (Hybrid)

Working hours:Full time, Monday-Friday (40 hours)

A fantastic opportunity has arisen within a proudly independent and forward-thinking accountancy firm for aPrivate Client Tax Managerto join their growing Private Client Tax team. The position will suit an experienced personal tax professional who enjoys managing a varied portfolio of high-net-worth private clients, delivering bespoke advisory work, and leading/developing a team. This is a key hire offering strong scope to build trusted adviser relationships and contribute to the continued development of the private client offering.

PRIVATE CLIENT TAX MANAGER JOB OVERVIEW

• Manage a diverse portfolio of personal tax clients, acting as a primary point of contact and ensuring an exceptional client experience.


• Lead on complex personal tax advisory work across areas including IHT, CGT, income tax, trusts & estates, HMRC investigations, and international/residency matters.


• Review and approve technically robust tax computations and identify/resolve technical issues.


• Produce clear, well-structured advisory reporting and guidance for clients, including bespoke solutions for one-off assignments.


• Develop strong internal relationships and liaise closely with stakeholders across the wider firm to deliver joined-up client outcomes.


• Manage, mentor and develop junior team members through delegation, reviews, feedback and technical support.


• Drive operational efficiency, including workflow management, process improvement and technology adoption.


• Oversee WIP, billing, compliance trackers, productivity/recoveries, and file quality standards.


• Identify and progress business development opportunities within existing clients and via new relationships/events.


• Support senior stakeholders on complex client matters and contribute to firmwide best-practice / technology initiatives.

PRIVATE CLIENT TAX MANAGER JOB REQUIREMENTS

• ACA / ACCA and/or CTA qualified (or equivalent).


• Proven experience in apersonal tax-focusedenvironment with exposure to a varied private client base.


• Strong technical knowledge across key private client tax areas (IHT/CGT/trusts & estates/income tax/HMRC enquiries; international/residency exposure beneficial).


• Confident communicator with strong relationship-management skills (written and verbal).


• Commercial and analytical approach to resolving client issues and delivering bespoke solutions.


• Ability to work autonomously while also contributing positively within a collaborative team environment.


• Experience of (or desire to) lead, mentor and develop others.


• Must live within commuting distance of Birmingham.


• Willingness to work outside normal hours when required.


• Existing regional network/contacts advantageous.

PRIVATE CLIENT TAX MANAGER BENEFITS

• £55,000 - £75,000 per annum (depending on experience).


• Medical cash plan Private medical cover


• Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure


• Hybrid working is available, and a staff laptop is provided