Private Client Tax Manager - Birmingham

PRO-TAX RECRUITMENT LIMITED; Birmingham; On-site; GBP 40,000 - 60,000; Full time

Job description

Elevate Your Career with Exceptional Client Advisory and Relationship Management!

This hybrid role allows you to enjoy the best of both worlds-working from home and in the office each week. You'll engage in a variety of challenging projects that will push your boundaries, expand your expertise, and propel your professional growth in Private Client Tax.

Key Responsibilities:

Client Advisory Excellence: Serve as the primary contact for tax clients, providing prompt and insightful responses. Cultivate and manage strong client relationships, offering expert tax planning advice and identifying strategic opportunities to enhance their financial outcomes.

Relationship Management: Actively liaise with clients throughout the year, ensuring superior client service and maintaining open, proactive communication. Work closely with Partners and Directors to develop new business and strengthen existing client relationships.

Leadership and Development: Mentor and manage junior staff, guiding their professional development and performance through regular feedback and appraisals. Lead technical assignments and provide on-the-job training to enhance team capabilities.

Project and Compliance Oversight: Oversee the tax compliance process for a diverse client portfolio, including reviewing the work of junior team members to ensure efficiency and adherence to firm procedures. Ensure all work meets targeted recovery rates and billing timelines.

Cross-Department Coordination: Collaborate with other departments to identify and meet all client needs, ensuring seamless service delivery. Confirm client arrangements, including cost and billing details, and manage assignments in line with firm standards.

Continuous Improvement: Attend staff meetings and training sessions as required, and contribute to ongoing improvements in service delivery and client satisfaction. Maintain awareness of health and safety issues, reporting concerns as needed.

About the Ideal Candidate:

We're seeking a proactive professional eager to thrive in a creative, entrepreneurial environment where client advisory and relationship management are at the forefront. You should have proven experience managing a portfolio of personal tax compliance and advisory projects, with a strong track record in building and maintaining client relationships.

Experience in mentoring and developing junior staff is highly valued, as is a keen interest in business development. We offer excellent opportunities for career progression, supported by comprehensive training and development resources.

Qualifications:

• Preferably CTA qualified and/or experience at Manager level.
• Extensive understanding of tax issues for a range of private clients.
• Proven client handling and project management expertise.
• Demonstrated ability to produce high-quality work within budget.
• Excellent communication and interpersonal skills.

If you're passionate about delivering exceptional client service please send your cv to [e-mail]

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.