Private Client Tax Senior Manager - 100% Advisory - Birmingham

Pro-Tax; Birmingham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An award-winning practice based in Birmingham is seeking a Private Client Tax Senior Manager to manage a diverse portfolio of high-net-worth individuals and partnerships. The ideal candidate will be CTA, ACCA, or STEP qualified and passionate about delivering exceptional advisory services. This role offers the flexibility of working from home while contributing to the growth of a dedicated Private Client team.

Qualifications

• Qualified as CTA, ACCA or STEP with strong knowledge of private client tax issues.
• Passionate about providing first-class advisory service.

Responsibilities

• Manage a portfolio of clients including HNWI’s, Non-Domiciled Residents and Partnerships.
• Build relationships with clients and attract new clients.

Skills

Knowledge of private client tax issues

Relationship management

Advisory service

Education

CTA, ACCA or STEP qualification

Job description

Private Client Tax Senior Manager

Birmingham & Flexible Working From Home

Pro‑Tax is working with an award‑winning practice that has an exceptional reputation for private client tax services. The practice is in a big growth mode and is looking for individuals who are ambitious and want to work in a pure advisory role.

Responsibilities

• Manage a portfolio of clients ranging from HNWI’s, Non‑Domiciled Residents, Partnerships, Entrepreneurs and Directors throughout the Midlands.
• Build worthwhile relationships with clients and work closely with the Private Client Tax Partner to attract new clients to the practice.
• Aide in the development of the Private Client team and ensure good communication throughout the practice.

Qualifications

• Qualified as CTA, ACCA or STEP with strong knowledge of private client tax issues.
• Passionate about providing a first‑class advisory service and maintaining the firm’s excellent reputation for relationship management.
• Thorough understanding and empathy towards clients’ personal tax issues, and the ability to identify, suggest and think outside the box.

Contact

Please email your CV to Jennifer.nelson@pro‑tax.co.uk.

Equal Opportunities

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of 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 encourage you to let us know if there are steps we can take to ensure your recruitment process enables you to present yourself in a way that makes you comfortable.