Private Client Tax Senior Manager - Birmingham

Pro‑Recruitment Group; Birmingham; On-site; GBP 90,000 - 120,000; Full time

Job summary

Pro‑Recruitment Group is working with a leading national firm to appoint an ambitious Private Client Tax Senior Manager in Birmingham. You will advise HNW individuals, entrepreneurs and shareholders on complex private client tax matters and lead advisory projects, including shareholder planning and transactions.

You will develop and grow a senior client portfolio, work with Corporate Finance and other teams, coach junior staff and build your profile in Birmingham as the Private Client offering

Qualifications

• ACA/CTA/ACCA/CA or equivalent is required.
• Strong technical advisory knowledge and commercial awareness.
• Experience advising business owners, entrepreneurs and senior executives.

Responsibilities

• Advise HNW individuals, entrepreneurs and shareholders on complex Private Client tax matters.
• Lead advisory projects including shareholder planning, transactions.
• Develop and grow a portfolio of senior client relationships and identify new business opportunities.
• Work closely with Corporate Finance and other specialist teams to deliver joined-up advice.
• Lead, coach and develop junior members of the team.
• Build your profile in the Birmingham market and contribute to the growth of Private Client offering.

Skills

Technical advisory

Experience with HNW clients

Education

ACA, CTA, ACCA, CA or equivalent

Job description

Private Client Tax Senior Manager - Birmingham

A leading national firm is looking to appoint an ambitious Private Client Tax Senior Manager to join its growing Birmingham team.

You'll work with an impressive portfolio of high-net-worth individuals, entrepreneurs, shareholders and internationally mobile clients, providing sophisticated tax advice across a broad range of advisory matters.

This is an excellent opportunity for a Senior Manager looking for clear progression to Director, with the opportunity to take greater ownership of client relationships, business development and team leadership as you progress.

The Role

• Advise HNW individuals, entrepreneurs and shareholders on complex Private Client tax matters.
• Lead advisory projects including shareholder planning, transactions,
• Develop and grow a portfolio of senior client relationships and identify new business opportunities.
• Work closely with Corporate Finance and other specialist teams to deliver joined-up advice.
• Lead, coach and develop junior members of the team.
• Build your profile in the Birmingham market and contribute to the continued growth of the Private Client offering.

About You

• ACA, CTA, ACCA, CA or equivalent with strong Private Client tax experience.
• Strong technical advisory knowledge and commercial awareness.
• Experience advising business owners, entrepreneurs and senior executives.
• Proven ability to develop trusted client relationships and identify opportunities.
• Ambitious, commercially minded and keen to progress to Director level within a leading national practice.

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.