Senior Tax Manager - Private Client

Austin Rose; Birmingham; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Performance bonus

Hybrid working

Private healthcare

Professional development support

Career progression to Partner

Job summary

Austin Rose is seeking a Senior Tax Manager - Private Client for its Midlands private client team, offering high-net-worth individuals and families a comprehensive tax advisory service across trusts and estates.

You will lead a regional Private Client & Trust Services team, oversee complex tax compliance and advisory work, and work directly with Partners to drive growth and high-quality client outcomes from offices in Droitwich, Worcester, or Birmingham.

Qualifications

• CTA, ACA, or ACCA qualification (or equivalent senior experience) in Private Client Tax.
• Proven leadership with coaching and mentoring of tax professionals.
• Strong commercial acumen and ability to drive utilisation and recoveries.
• Experience with IHT, CGT, estate planning, offshore trusts, and non-domiciled tax matters.
• Experience in regulatory filings (CGT 60-day returns, TRS, CRS).

Responsibilities

• Lead, develop, and manage the Private Client & Trust Services team across regional offices, overseeing workflow, WIP, billing, recoveries, and staff development.
• Oversee the high-quality delivery of Personal Tax and Trust Tax compliance, acting as senior reviewer and sign-off authority for complex tax returns.
• Deliver high-level, technical tax advisory services covering Inheritance Tax (IHT), Capital Gains Tax (CGT), estate planning, trust structuring, offshore trusts, and non-domiciled international tax matters.
• Manage key regulatory and compliance filings, including 60-day CGT returns, Trust Registration Service (TRS) updates, Trust IHT returns, and CRS compliance.
• Act as a trusted senior adviser to high-net-worth individuals, families, business owners, and trustees, maintaining strong client relationships and managing portfolio risk.
• Drive department growth by working closely with Partners on targeted business development, networking initiatives, technical marketing, and cross-selling firm-wide advisory solutions.

Skills

Private Client Tax

Leadership

Client relationship management

Education

CTA/ACA/ACCA qualification

Tools

Tax software systems

Job description

Senior Tax Manager - Private Client | 11 Partner Firm | Droitwich, Worcester or Birmingham

Are you an experienced Private Client Tax specialist looking to take a prominent leadership role within a progressive and rapidly growing independent firm?

Are you seeking the autonomy to shape a specialist Private Client & Trust Services offering, lead a high-performing team, and work directly alongside Partners while delivering high-level advisory solutions to high-net-worth individuals, landed estates, and complex trusts?

About the Firm

This leading Independent Firm of Accountants is one of the fastest-growing professional services firms in the Midlands, supporting ambitious mid-market businesses, charities, high-net-worth individuals, and family trusts. Operating across multiple modern offices in Droitwich, Worcester, and Birmingham, the firm has built an outstanding market reputation through an integrated adviser model that combines core tax, accountancy, and audit expertise with specialist consultancy in technology transformation, talent strategy, and digital marketing. Emphasising a collaborative, people-first culture, the firm offers direct access to senior decision-makers, rapid career progression, and an environment where technical innovation and commercially minded client solutions are championed.

Responsibilities

• Lead, develop, and manage the Private Client & Trust Services team across regional offices, overseeing workflow, WIP, billing, recoveries, and staff development.

• Oversee the high-quality delivery of Personal Tax and Trust Tax compliance, acting as senior reviewer and sign-off authority for complex tax returns.

• Deliver high-level, technical tax advisory services covering Inheritance Tax (IHT), Capital Gains Tax (CGT), estate planning, trust structuring, offshore trusts, and non-domiciled international tax matters.

• Manage key regulatory and compliance filings, including 60-day CGT returns, Trust Registration Service (TRS) updates, Trust IHT returns, and Common Reporting Standard (CRS) compliance.

• Act as a trusted senior adviser to high-net-worth individuals, families, business owners, and trustees, maintaining strong client relationships and managing portfolio risk.

• Drive department growth by working closely with Partners on targeted business development, networking initiatives, technical marketing, and cross-selling firm-wide advisory solutions.

As a Senior Tax Manager - Private Client you will:

• Hold CTA, ACA, or ACCA qualification (or equivalent demonstrably senior experience) with extensive experience in Private Client Tax, Trusts, IHT, and CGT.

• Demonstrate proven leadership experience, with a track record of coaching, managing, and mentoring tax professionals.

• Possess sharp commercial acumen, maintaining client engagement standards while driving performance towards key department targets (70% utilisation, 80% compliance recoveries, 100% advisory recoveries).

• Utilise advanced tax software systems to oversee workflow management and compliance execution.

• Display outstanding communication and relationship-building skills to engage directly with clients, HMRC, and external professional advisers.

What You’ll Receive

• Performance-related bonus scheme linked to departmental and individual KPIs.

• Flexible hybrid working arrangements across Droitwich, Worcester, or Birmingham offices.

• Private healthcare plan options.

• Ongoing professional development funding and support for specialist qualifications (CTA / STEP / Leadership).

• Direct partner pathway and clear, structured career progression in a high-growth environment.