Senior Manager - Private Client Compliance

ICAEW; Birmingham; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Employee share reward scheme

Flexible hybrid working

Career development opportunities

Job summary

ICAEW is seeking a Senior Manager to join the Private Client team in the UK. You will lead delivery of personal tax compliance for a portfolio of high-net-worth individuals, entrepreneurs and trustees, while identifying advisory opportunities for the team.

You will act as a trusted adviser to clients and intermediaries, mentor junior staff, and contribute to the continued growth of the Private Client service line within our fast-growing practice.

Qualifications

• Significant experience in Private Client or Personal Tax environment.
• Strong technical knowledge across personal tax issues.
• CTA qualification preferred; ACA/ATT or equivalent with substantial experience considered.

Responsibilities

• Lead delivery of personal tax compliance for a portfolio of high-net-worth individuals, entrepreneurs and trustees.
• Identify advisory opportunities and provide guidance on inheritance tax, trusts and estates.
• Mentor junior team members and support growth of the Private Client service line.
• Act as a trusted adviser to clients and professional intermediaries.

Skills

Private Client experience

Personal Tax

Client relationship mgmt

Education

CTA qualification

ACA/ATT

Job description

Your new company

Join a fast-growing, independent practice with an excellent reputation for technical expertise and client service. With a number of growing offices and a flexible hybrid working model, you'll become part of a highly respected Private Client team during an exciting period of growth. Working alongside experienced tax specialists, you'll have the opportunity to develop your career while supporting a diverse and interesting client base.

Your new role

As a Senior Manager within the Private Client team, you will lead the delivery of personal tax compliance services for a portfolio of high-net-worth individuals, entrepreneurs, business owners and trustees. Alongside managing complex compliance matters, you will identify advisory opportunities for the team and provide guidance on areas including inheritance tax, trusts, estates and succession planning.

You will act as a trusted adviser to clients and professional intermediaries, while also supporting and developing junior team members and contributing to the continued growth of the Private Client service line.

What you'll need to succeed

You will have significant experience within a Private Client or Personal Tax environment and a strong track record of managing complex personal tax compliance work. Strong technical knowledge across a range of personal tax issue is essential, along with the ability to build lasting client relationships.

You should be comfortable leading a varied portfolio, managing competing priorities and mentoring others. CTA qualification is preferred, although ACA, ATT or equivalent qualifications with substantial relevant experience will also be considered.

What you'll get in return

In return, you'll receive a competitive salary and benefits package, as well as the opportunity to participate in an employee share reward scheme. You'll gain exposure to high-quality compliance and advisory work, enjoy flexible hybrid working and be part of a collaborative culture that genuinely values work-life balance.

Most importantly, you'll have the chance to play a key role in the continued expansion of one of the UK's fastest-growing specialist tax practices.