Private Client Tax Senior Manager

Michael Page; Birmingham; Hybrid; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Electric Car scheme

Cycle to Work Scheme

Life Assurance

Hybrid working

Job summary

Michael Page is recruiting an experienced Private Client Tax Senior Manager for an established Birmingham firm to lead complex advisory assignments and oversee a portfolio of high-value private clients.

The role involves planning through delivery, reviewing reports on inheritance tax, trusts, estates and succession planning, mentoring staff, and developing client relationships with the Private Client Tax Partner guiding strategic matters.

Qualifications

• CTA/ACA/ACCA qualified or equivalent experience in private client tax.
• Significant private client tax experience within an accountancy or tax advisory practice.
• Strong technical knowledge across a broad range of personal tax matters.
• Experience leading complex advisory assignments and reviewing technical reports.

Responsibilities

• Lead complex Private Client Tax advisory projects from planning through to delivery.
• Prepare and review technical reports covering areas such as inheritance tax, capital gains tax, trusts, estates, residency, domicile and succession planning.
• Manage a portfolio of high-value and primarily advisory-led private clients.
• Provide clear, commercially focused recommendations to clients and professional advisers.
• Oversee the quality and timely delivery of associated personal tax compliance work.
• Act as a senior technical resource for colleagues across the firm.
• Work closely with the Private Client Tax Partner on strategic client matters.
• Identify opportunities to expand relationships and introduce additional services.
• Support the development and commercial growth of the Private Client offering.

Skills

Leadership

Private Client Tax

Client relationship management

Technical tax knowledge

Education

CTA/ACA/ACCA or equivalent

Job description

An established independent accountancy firm is recruiting a Private Client Tax Senior Manager to lead complex advisory assignments and oversee a portfolio of high-value private clients.

Client Details

Our client is a progressive independent accountancy and advisory firm with an established presence in Birmingham. It advises business owners, entrepreneurs, wealthy individuals, families and trusts on increasingly complex personal tax matters.

Continued investment in its Private Client team has created an opportunity for an experienced tax professional to take greater ownership of advisory delivery, develop key client relationships and influence the future direction of the service line.

Description

• Lead complex Private Client Tax advisory projects from planning through to delivery.
• Prepare and review technical reports covering areas such as inheritance tax, capital gains tax, trusts, estates, residency, domicile and succession planning.
• Manage a portfolio of high-value and primarily advisory-led private clients.
• Provide clear, commercially focused recommendations to clients and professional advisers.
• Oversee the quality and timely delivery of associated personal tax compliance work.
• Act as a senior technical resource for colleagues across the firm.
• Work closely with the Private Client Tax Partner on strategic client matters.
• Identify opportunities to expand relationships and introduce additional services.
• Support the development and commercial growth of the Private Client offering.

Profile

• CTA, ACA or ACCA qualified, or qualified by experience.
• Significant Private Client Tax experience gained within an accountancy or tax advisory practice.
• Strong technical knowledge across a broad range of personal tax matters.
• Proven experience leading complex advisory assignments and reviewing technical reports.
• Commercially aware, with the ability to identify and develop new opportunities.
• Experience managing, mentoring and technically developing team members.

Job Offer

• Annual salary ranging from: 70,000 - 80,000 (DOE)
• Working arrangement: Agile and hybrid working
• Direct access to the Private Client Tax Partner
• 25 days annual leave, plus bank holidays
• Electric Car scheme
• Cycle to Work Scheme
• Life Assurance