Private Client Tax Manager

Private Client Tax Manager

Location:

Birmingham, West Midlands (Hybrid)

Package: £55,000 - £75,000 per annum (DOE)

Working hours:

Full time, Monday-Friday (40 hours)

• Manage a diverse portfolio of personal tax clients, acting as a primary point of contact and ensuring an exceptional client experience.
• Lead on complex personal tax advisory work across areas including IHT, CGT, income tax, trusts & estates, HMRC investigations, and international/residency matters.
• Review and approve technically robust tax computations and identify/resolve technical issues.
• Produce clear, well-structured advisory reporting and guidance for clients, including bespoke solutions for one-off assignments.
• Develop strong internal relationships and liaise closely with stakeholders across the wider firm to deliver joined-up client outcomes.
• Manage, mentor and develop junior team members through delegation, reviews, feedback and technical support.
• Drive operational efficiency, including workflow management, process improvement and technology adoption.
• Oversee WIP, billing, compliance trackers, productivity/recoveries, and file quality standards.
• Identify and progress business development opportunities within existing clients and via new relationships/events.
• Support senior stakeholders on complex client matters and contribute to firmwide best-practice / technology initiatives.

• ACA / ACCA and/or CTA qualified (or equivalent).
• Proven experience in a personal tax-focused environment with exposure to a varied private client base.
• Strong technical knowledge across key private client tax areas (IHT/CGT/trusts & estates/income tax/HMRC enquiries; international/residency exposure beneficial).
• Confident communicator with strong relationship-management skills (written and verbal).
• Commercial and analytical approach to resolving client issues and delivering bespoke solutions.
• Ability to work autonomously while also contributing positively within a collaborative team environment.
• Experience of (or desire to) lead, mentor and develop others.
• Must live within commuting distance of Birmingham.
• Willingness to work outside normal hours when required.
• Existing regional network/contacts advantageous.

• £55,000 - £75,000 per annum (depending on experience).
• 23 days holiday plus bank holidays
• Medical cash plan
  * Private medical cover
• Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure
• Hybrid working is available, and a staff laptop is provided