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Infinity Recruitment Consultancy Ltd; Birmingham; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Hybrid working model

28 days annual leave

5% pension

Private medical insurance

Electric car / cycle to work scheme

Volunteering day

Personal development

Employee assistance programme

Job summary

Infinity Recruitment Consultancy Ltd is supporting a Birmingham-based client seeking an experienced Private Client Tax Manager to join their growing team in a full-time, permanent role, with hours 8:30am – 4:30pm and flexible working options.

You will manage a portfolio of private clients, deliver high-quality personal tax compliance and advisory services, review tax computations, mentor colleagues, and help develop business relationships, with hybrid working and a competitive benefits package.

Qualifications

• Experience managing private client tax portfolios.
• Strong personal tax compliance and advisory experience.
• Excellent communication and technical skills.
• Commercially minded with proactive approach.
• Live within commuting distance.

Responsibilities

• Manage a portfolio of personal tax clients.
• Deliver income tax, capital gains tax, inheritance tax, trusts & estates, HMRC enquiries, and international tax advice.
• Review tax computations and identify planning opportunities.
• Mentor and develop team members.
• Support business development and client relationships.

Skills

Personal tax expertise

Client portfolio management

Communication skills

Education

ACA/ACCA/CTA

Job description

We're pleased to be supporting our Birmingham based client who are looking for an experienced Private Client Tax Manager to join their growing team. This is a full-time permanent position, working Monday to Friday,8.30am – 4.30pm (flexible working hours available)

You'll manage a portfolio of private clients, deliver high-quality personal tax compliance and advisory services, and support the development of both clients and colleagues.

Key Responsibilities for the Private Client Tax Manager position

Manage a portfolio of personal tax clients.

Deliver advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts & Estates, HMRC enquiries, and International Tax.

Review tax computations and identify planning opportunities.

Mentor and develop team members.

Support business development and build strong client relationships.

About You

ACA, ACCA and/or CTA qualified.

Strong experience in personal tax and client portfolio management.

Excellent communication and technical skills.

Commercially minded with a proactive approach.

Live within commuting distance.

Flexibility to work outside normal hours when required

What’s on Offer for the Private Client Tax Manager role:-

In return, our client is offering

• salary of up to £75,000 (depending on level of experience)
• 28 days annual leave plus statutory holiday
• 5% pension
• hybrid working model
• private medical insurance
• electric car / cycle to work scheme
• volunteering day
• personal development
• employee assistance programme
• the chance to join an employee centric business that values work / life balance

If you're looking to join a collaborative and forward-thinking firm where you can make a real impact, we'd love to hear from you.