Private Client Tax Manager

Curtis Recruitment; Nechells; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Private medical cover

Medical cash plan

Flexible working policy

Enhanced maternity

Death in service

Voluntary benefits

Job summary

Curtis Recruitment is recruiting for a Private Client Tax Manager in a Birmingham office of a successful accountancy practice. The role requires ACA/ACCA, and CTA may be considered with extensive personal tax experience.

The firm offers a competitive salary in line with experience and a good benefits package. You will manage a diverse portfolio including HNWIs and landed estates, handling Inheritance Tax, capital gains tax, income tax, and international tax matters.

Qualifications

• Qualified ACA or ACCA accountant and/or CTA tax adviser.
• Significant personal tax experience within UK accountancy practice.
• Excellent interpersonal and communication skills.
• Keen, analytical approach with ability to deliver bespoke tax solutions.
• Live within commuting distance.

Responsibilities

• Manage a portfolio of personal tax clients with liaison, meetings, and robust tax computations.
• Provide advisory reporting and guidance to clients.
• Develop and lead the tax team, conduct reviews, and drive productivity.
• Oversee WIP, billing, and onboarding while maintaining quality standards.
• Identify advisory opportunities and participate in external events to raise profile.
• Collaborate with other teams on firm initiatives and best practices.

Skills

Interpersonal skills

Communication skills

Analytical thinking

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 and could be CTA qualified with extensive personal tax experience.

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 Managers 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 firms 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

Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a student or graduate visa.

Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK.

Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.