Private Client Tax Senior Manager — Hybrid & Leadership

PRO TAX; Birmingham; Hybrid; GBP 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Career progression

Mentoring and development

Zusammenfassung

PRO TAX is seeking a Private Client Tax Senior Manager in hybrid Birmingham/Nottingham. You will lead a substantial Private Client portfolio, balancing compliance delivery with high-value advisory work, while mentoring junior tax professionals and developing the client base.

Working with high-net-worth individuals, business owners and trustees, you’ll review complex Self-Assessment returns and provide strategic wealth planning and tax advice.

Qualifikationen

• Experience managing portfolios of Private Client/HNW individuals, business owners and trustees.
• Strong ability to review complex Self-Assessment tax returns for individuals and trusts.
• Proven track record in client relationship management and mentoring tax professionals.

Aufgaben

• Oversee a substantial Private Client portfolio with compliance oversight and advisory input.
• Lead and develop the Private Client tax team, ensuring timely delivery and quality work.
• Provide trusted advice on Income Tax, Capital Gains Tax, Inheritance Tax, and Trusts and Estates.

Kenntnisse

Portfolio management

Client relationship management

Tax advisory

Mentoring

Ausbildung

CTA qualified

ACA/ATT considered

Jobbeschreibung

PRO TAX is seeking a Private Client Tax Senior Manager in hybrid Birmingham/Nottingham. You will lead a substantial Private Client portfolio, balancing compliance delivery with high-value advisory work, while mentoring junior tax professionals and developing the client base.

Working with high-net-worth individuals, business owners and trustees, you’ll review complex Self-Assessment returns and provide strategic wealth planning and tax advice.