Senior Private Client Tax Leader - HNW Advisory

Pro‑Recruitment Group; Birmingham; On-site; GBP 90,000 - 120,000; Full time

Job summary

Pro‑Recruitment Group is working with a leading national firm to appoint an ambitious Private Client Tax Senior Manager in Birmingham. You will advise HNW individuals, entrepreneurs and shareholders on complex private client tax matters and lead advisory projects, including shareholder planning and transactions.

You will develop and grow a senior client portfolio, work with Corporate Finance and other teams, coach junior staff and build your profile in Birmingham as the Private Client offering

Qualifications

• ACA/CTA/ACCA/CA or equivalent is required.
• Strong technical advisory knowledge and commercial awareness.
• Experience advising business owners, entrepreneurs and senior executives.

Responsibilities

• Advise HNW individuals, entrepreneurs and shareholders on complex Private Client tax matters.
• Lead advisory projects including shareholder planning, transactions.
• Develop and grow a portfolio of senior client relationships and identify new business opportunities.
• Work closely with Corporate Finance and other specialist teams to deliver joined-up advice.
• Lead, coach and develop junior members of the team.
• Build your profile in the Birmingham market and contribute to the growth of Private Client offering.

Skills

Technical advisory

Experience with HNW clients

Education

ACA, CTA, ACCA, CA or equivalent

Job description

Pro‑Recruitment Group is working with a leading national firm to appoint an ambitious Private Client Tax Senior Manager in Birmingham. You will advise HNW individuals, entrepreneurs and shareholders on complex private client tax matters and lead advisory projects, including shareholder planning and transactions.

You will develop and grow a senior client portfolio, work with Corporate Finance and other teams, coach junior staff and build your profile in Birmingham as the Private Client offering