Senior Manager, Private Client Tax — Advisory & Growth

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

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.