Private Client Tax Manager, Birmingham
Birmingham, B11
| Experience level | Mid level | Remote | On-site |
An opportunity for an experienced Private Client Tax Manager to join an independent accountancy and advisory firm. The role involves managing a personal tax client portfolio, providing compliance and advisory services, supporting team development, and driving practice growth.
Key Responsibilities
- Client & Portfolio Management: Deliver compliance and advisory services for high-net-worth individuals, entrepreneurs, landed estates, and private businesses.
- Tax Advisory: Handle personal tax planning across Inheritance Tax, Capital Gains Tax, Income Tax, Trusts and Estates, and International Tax.
- Team & Practice Support: Help develop the tax team, build client relationships, and identify new advisory opportunities.
Key Requirements
- Qualifications: ACA, ACCA, and/or CTA qualified.
- Experience: Background in private client tax within an accountancy practice, managing client portfolios, and delivering tax advisory work.
- Technical Skills: Strong expertise in personal tax planning, including IHT, CGT, and Income Tax.
- Soft Skills: Excellent communication, analytical, relationship-building, and commercial skills.
What We Offer
- Flexible working options available.
- Ability to work additional hours when required.
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