Valuations Senior Manager

Insite Finance; West Midlands; Hybrid; GBP 90,000 - 100,000; Full time

Benefits offered by this job

Profit share scheme

Pension

Flexible work arrangements

Job summary

A growing independent tax practice in the UK seeks a Managing Director to lead complex valuation projects. This client-facing role involves managing projects independently and building client relationships. Candidates should have over 6 years of experience in valuations, strong technical skills, and an understanding of tax implications. The role offers a competitive salary, profit sharing, and flexibility in work arrangements, making it an excellent opportunity for professionals seeking autonomy and growth.

Qualifications

• 6+ years of experience in valuations within an accountancy or tax environment.
• Strong technical skills covering different share classes and valuation methodologies.
• Solid understanding of tax implications of valuations.

Responsibilities

• Lead complex valuation projects focusing on share valuations for tax purposes.
• Build and manage client relationships independently.
• Mentor less experienced team members and contribute to firm growth.

Skills

Experience in valuations

Strong technical skills

Client relationship management

Project management

Tax implications knowledge

Education

CTA or ACA qualification

Job description

Managing Director, Insite Recruitment Group – Valuations Senior Manager

Independent tax practice that has been quietly building something impressive. The firm has a national presence, ambitious growth trajectory, and is expanding its valuations capability.

What’s the job?

You will lead complex valuation projects, focusing on share valuations for tax purposes such as EMI schemes, employee share arrangements, CGT deals, estate planning, restructures and distressed situations. This client‑facing role requires building relationships, managing projects end‑to‑end, and having genuine ownership of your work.

Who We’re Looking For

• 6+ years of experience in valuations within an accountancy or tax environment.
• Strong technical skills covering different share classes, valuation methodologies, and employment securities rules.
• A solid understanding of the tax implications of valuations and the ability to explain complex concepts to clients in plain English.
• Comfortable managing client relationships and running projects independently.
• An interest in mentoring less experienced team members and a desire to grow with the firm.
• CTA or ACA qualification is a plus but not mandatory; relevant experience is sufficient.

Package

Base Salary: £90,000 – £100,000 (dependent on experience). Profit Share: Company‑wide scheme that kicks in above a set threshold. Additional benefits include pension and standard benefits package.

Location: Birmingham office with flexibility to work from home when appropriate. Full‑time is preferred, but flexible or part‑time hours can be discussed.

Why Consider It

Opportunity to move away from the Big Four churn or a “just another number” environment. You’ll gain exposure to quality work, real autonomy, and the chance to help shape the firm as it scales.