Private Client Tax Manager - Birmingham

Clark Wood - Tax Recruitment; Birmingham; On-site; GBP 60,000 - 85,000; Full time

Job summary

Clark Wood - Tax Recruitment in Birmingham City Centre is seeking a technically strong Private Client Tax Manager to join a growing practice. This role suits a qualified Manager aiming for progression or someone already in a supervisory capacity, with a client base built on referrals.

You will manage a portfolio of HNWIs/UHNWI, supervise a small team, and handle ad hoc advisory and compliance work including Income Tax, Capital Gains Tax, Inheritance Tax and Trusts, while developing technical

Qualifications

• ATT or CTA qualification required.
• At least 5 years' experience in Personal Tax within a practice environment.
• Experience supervising junior staff and managing a portfolio of high-net-worth clients.

Responsibilities

• Manage a private client portfolio with focus on self-assessment tax returns and advisory services.
• Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
• Contribute to departmental initiatives and training programs.
• Support Tax Partners and identify cross-selling opportunities.
• Maintain up-to-date technical knowledge and participate in marketing activities.

Skills

Private Client Tax

Self-Assessment & Advisory

Team supervision

Education

ATT or CTA qualification

Job description

Private Client Tax Manager - Birmingham

Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression?

Situated in Birmingham City Centre, this well-known accountancy firm are currently recruiting for a technically strong Private Client Tax Manager. The role would suit either a qualified Manager looking to take their next step, or someone already working in a supervisory/ managerial position. The firm have a growing client base driven by good marketing work and a high number of referrals.

The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report into the Tax Partner. You will be tasked with supervising a small team, working on ad hoc tax advisory projects as well as other compliance focused areas (Income Tax, Capital Gains Tax, Inheritance Tax & Trusts). You will also be expected to conduct technical research for the use and benefit of your team.

Key Responsibilities:

• Manage a private client portfolio, focusing on self-assessment tax returns and advisory services.
• Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
• Contribute to departmental initiatives and training programs.
• Support Tax Partners and identify cross-selling opportunities.
• Maintain up-to-date technical knowledge and participate in marketing activities.

Ideal Candidate:

ATT or CTA Qualified with at least 5 years' experience in Personal Tax within a practice environment.

The Central Birmingham office is commutable from areas across the West Midlands.