Private Client Tax Advisory Manager - Birmingham or Nottingham

PRO TAX; United States; On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Pension

Bonus

Healthcare

Job summary

Pro-Tax is recruiting a personable Private Client Tax Manager to work from home with the option to visit a Midlands office one day every fortnight.

You will manage a Private Client Tax portfolio including high-net-worth individuals, directors of SMEs, trusts and wealthy families, collaborating with a top Tax Partner to drive planning opportunities. The role offers strong earning potential with pension, bonus, and healthcare, and flexible remote working.

Qualifications

• Experience managing a Private Client Tax portfolio.
• Strong client relationship skills.
• Willingness to travel to Midlands offices one day every fortnight if required.

Responsibilities

• Oversee tax advisory for a portfolio of HNWIs, Directors of SMEs, Trusts and wealthy families.
• Collaborate closely with a leading Tax Partner to deliver strategic planning.
• Proactively present planning ideas to clients and respond to transactional needs.
• Support business development and represent the firm at networking events.
• Liaise with HMRC and coordinate with the wider tax team.
• Contribute to the overall management of the tax department.

Skills

Tax advisory

Portfolio management

Client relationship

Job description

Private Client Tax Manager

Up to 65k plus Pension + Bonus + Healthcare

Are the following factors must haves for your next role:

• Complete flexibility to work from home
• Working with an interesting portfolio of clients where variety is key
• Collaborating with a team that are cohesive with a family feel
• Good earning potential without strict salary bandings

I am working with one of my favourite clients who is currently recruiting for a personable Private Client Tax Manager to work from home, with the option to go to one of their Midlands offices one day a fortnight

The role will involve:

• Managing tax advisory covering a portfolio of HNWI's, Directors of small to medium companies, Trusts, Wealthy Families, Non-Domiciled Residents and more.
• Working closely with one of the most influential Tax Partners in the Market
• Taking planning ideas to clients/ look for opportunities for them as well as responding to their requests for transactional assistance
• Awareness of business development and representing the firm at networking events.
• Liaising with HMRC
• Working across the entire tax department

To be considered you will be:

• You will have experience of managing your own Private Client Tax portfolio
• Enthusiastic to progress into a senior role
• A friendly and personable natured individual good at building relationships.

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.