Private Client Tax Manager: Lead HNWI Advisory & Team

Clark Wood - Tax Recruitment; Birmingham; Sur place; GBP 60 000 - 85 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Private Client Tax

Self-Assessment & Advisory

Team supervision

Formation

ATT or CTA qualification

Description du poste

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