Senior Tax Manager – Private Client

Jobtailor; Birmingham; On-site; GBP 95,000 - 120,000; Full time

Job summary

Jobtailor in Birmingham is seeking a senior tax professional to lead the Personal and Trust Tax compliance service. You will review and sign off returns, deliver advisory work on trusts, IHT, CGT, and offshore matters, and oversee CRS reporting.

You will manage complex client relationships, coach the Private Client & Trust Services team, drive workflow and quality standards, and contribute to marketing and growth initiatives.

Qualifications

• CTA/ACA/ACCA qualifications or equivalent experience.
• Significant Private Client Tax and Trust experience.
• Strong knowledge of Personal Tax, Trusts, IHT and CGT.
• Experience leading a tax team.
• Excellent client relationship skills and commercial awareness.

Responsibilities

• Lead the Personal and Trust Tax compliance service.
• Review and sign off Personal and Trust Tax Returns.
• Deliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters.
• Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting.
• Liaise with HMRC, clients and professional advisers.
• Manage complex client relationships and risk.
• Lead, coach and develop the Private Client & Trust Services team.
• Manage workflow, WIP, billing, recoveries and utilisation.
• Support recruitment, appraisals and training.
• Drive continuous improvement and quality standards.
• Support the growth of the department through networking and client development.
• Contribute to technical marketing and leadership initiatives.

Skills

Private Client Tax

Trusts

Leadership

Client Relationships

Commercial Awareness

Job description

• Lead the Personal and Trust Tax compliance service
• Review and sign off Personal and Trust Tax Returns
• Deliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters
• Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting
• Liaise with HMRC, clients and professional advisers
• Manage complex client relationships and risk
• Lead, coach and develop the Private Client & Trust Services team
• Manage workflow, WIP, billing, recoveries and utilisation
• Support recruitment, appraisals and training
• Drive continuous improvement and quality standards
• Support the growth of the department through networking and client development
• Contribute to technical marketing and leadership initiatives

Requirements

• CTA, ACA or ACCA qualified (or equivalent experience)
• Significant Private Client Tax and Trust experience
• Strong technical knowledge of Personal Tax, Trusts, IHT and CGT
• Previous team leadership experience
• Commercial awareness and excellent client relationship skills.

Core Competencies

Demonstrates expertise in Personal and Trust Tax compliance, with a strong focus on managing complex client relationships and leading a team. Proficient in delivering advisory services related to Trusts, Inheritance Tax, and Capital Gains Tax while ensuring high-quality standards and continuous improvement.

Highest-signal resume keywords

• CTA, ACA Or ACCA Qualified
• Private Client Tax Experience
• Trusts And Inheritance Tax Knowledge
• Team Leadership Experience
• Client Relationship Management

Hard Skills

• Personal Tax Compliance
• Trust Tax Compliance
• Capital Gains Tax (CGT)
• Trust Registration Service
• CRS Reporting
• Advisory Work
• Risk Management
• Workflow Management
• Billing Management
• Continuous Improvement

Soft Skills

• Coaching
• Client Development
• Networking
• Commercial Awareness
• Excellent Communication

Certifications & Qualifications

• CTA
• ACA
• ACCA

Industry Keywords

• Personal Tax
• Trusts
• Inheritance Tax (IHT)
• Capital Gains Tax (CGT)
• HMRC Liaison
• Private Client Services
• Technical Marketing
• Quality Standards