Senior Private Client Tax Advisor & Team Leader

Ellacotts Accountants; Birmingham; On-site; GBP 40,000 - 65,000; Full time

Job summary

Ellacotts Accountants in Birmingham is seeking a qualified accountant or tax adviser to manage and develop a high-quality personal tax service for clients. The role focuses on overseeing a diverse portfolio and delivering tailored tax advice, including matters related to Inheritance Tax and Capital Gains Tax.

The ideal candidate will demonstrate excellent interpersonal skills, leadership capabilities, and a strong commitment to providing exceptional client service while developing the tax team.

Qualifications

• Experience in a personal tax-focused environment.
• Strong analytical skills and a commercial approach to issue resolution.
• Ability to provide bespoke tax solutions.

Responsibilities

• Manage a portfolio of personal tax clients and deliver complex advisory outcomes.
• Develop the personal tax team through leadership and staff development.
• Drive process efficiency and technology adoption.

Skills

Tax advisory expertise

Client management

Team leadership

Interpersonal skills

Education

Qualified accountant (ACA or ACCA) or tax adviser (CTA)

Job description

Ellacotts Accountants in Birmingham is seeking a qualified accountant or tax adviser to manage and develop a high-quality personal tax service for clients. The role focuses on overseeing a diverse portfolio and delivering tailored tax advice, including matters related to Inheritance Tax and Capital Gains Tax.

The ideal candidate will demonstrate excellent interpersonal skills, leadership capabilities, and a strong commitment to providing exceptional client service while developing the tax team.