Senior Private Client Tax Manager - Birmingham

Pro-Tax; Birmingham; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

Join an innovative tax consultancy as a Senior Private Client Tax Manager, where you'll manage a portfolio of high-end advisory projects for wealthy individuals and families. This role offers a hybrid working environment, allowing for flexibility with 2-3 days in the office. You'll be responsible for providing strategic tax advice, mentoring junior staff, and contributing to the growth of the practice. The firm values a transparent bonus scheme and an adult working environment without timesheets, ensuring a rewarding and supportive workplace. If you're passionate about tax advisory and client success, this opportunity is perfect for you.

Benefits

Private Healthcare

25 days holiday + Bank Holidays

Enhanced pension contributions

Firm-wide bonus scheme

Adult working environment

Qualifications

• Strong understanding of Capital Gains Tax planning and Inheritance Tax advisory.
• Experience mentoring junior staff and supporting team development.

Responsibilities

• Act as a strategic adviser for high-end private clients.
• Deliver tax advisory services and manage client projects.

Skills

UK Private Client Tax advisory knowledge

Technical report writing

Experience with HNWIs

Experience with business owners

Education

ACA, CTA, ATT, or ACCA qualified

Qualified by experience

Job description

Senior Private Client Tax Manager
West Midlands / Birmingham
£65,000 - £85,000 + Benefits + Bonus + Hybrid Working
Join a leading tax consultancy as a Senior Private Client Tax Manager, managing a portfolio of high-end private client tax advisory projects based in the West Midlands and Birmingham.

• 
  Hybrid & Flexible working, 2-3 days per week in the office
• 
  Adult working environment with no timesheets
• 
  Rewarding and transparent firm-wide bonus scheme for all staff

Your new role as a Senior Private Client Tax Manager:
You'll act as a strategic adviser to a range of private clients, including HNWIs, UHNWIs, business owners, and wealthy individuals, providing high-level tax advisory services.
You'll be involved in areas such as:

• 
  Family Office advisory
• 
  Capital Gains Tax planning
• 
  Tax planning for business owners and families
• 
  Exit and shareholder planning
• 
  Trust and Inheritance Tax advisory

Alongside delivering client projects, you'll also support the leadership and development of the Private Client team, mentoring junior staff members and helping grow the practice.
What you'll need to be successful:

• 
  ACA, CTA, ATT, or ACCA qualified (or qualified by experience)
• 
  Strong UK Private Client Tax advisory knowledge
• 
  Experience working with HNWIs and business owners
• 
  Excellent technical report writing skills

Benefits on offer:

• 
  Hybrid & Flexible working - 2-3 days office attendance per week
• 
  Private Healthcare with option to include family members
• 
  25 days holiday + Bank Holidays + option to Buy/Sell
• 
  Adult working environment - no timesheets
• 
  Enhanced pension contributions
• 
  Firm-wide transparent bonus scheme

Interested in learning more?
Contact Andy Chaplin on 07877 121163 or email [e-mail] for a confidential discussion.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.