Senior Private Client Tax Strategist

BDO UK; Birmingham; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy firm in Birmingham is seeking an experienced advisor to manage the tax affairs of high-net-worth clients. The ideal candidate will possess in-depth taxation knowledge and a portfolio management background, allowing them to build strong client relationships. Responsibilities include advising on complex tax matters and mentoring colleagues. This role offers substantial career growth opportunities and values a collaborative culture. The firm is committed to supporting professional development and creating an inclusive working environment.

Benefits

Agile working opportunities

Career development support

Collaborative work environment

Qualifications

• In-depth knowledge of taxation with experience advising high-net-worth individuals.
• Experience managing a client portfolio and billing.
• Ability to provide compliance and advisory services.

Responsibilities

• Build relationships with clients and oversee their tax affairs.
• Advise on tax matters including succession planning.
• Challenging current practices to drive improvements.

Skills

Knowledge of taxation

Portfolio management

Client relationship building

Advisory services

Team leadership

Education

Degree level education with CTA and/or ACA qualification

Job description

A leading accountancy firm in Birmingham is seeking an experienced advisor to manage the tax affairs of high-net-worth clients. The ideal candidate will possess in-depth taxation knowledge and a portfolio management background, allowing them to build strong client relationships. Responsibilities include advising on complex tax matters and mentoring colleagues. This role offers substantial career growth opportunities and values a collaborative culture. The firm is committed to supporting professional development and creating an inclusive working environment.