Senior Tax Manager – Private Client
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-09-18
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-18
Job specializations:
-
Finance & Banking
Financial Compliance, Tax Manager, Tax Advisor, Accounting & Finance
Job Description & How to Apply Below
- Lead the Personal and Trust Tax compliance service
- Review and sign off Personal and Trust Tax Returns
- Deliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters
- Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting
- Liaise with HMRC, clients and professional advisers
- Manage complex client relationships and risk
- Lead, coach and develop the Private Client & Trust Services team
- Manage workflow, WIP, billing, recoveries and utilisation
- Support recruitment, appraisals and training
- Drive continuous improvement and quality standards
- Support the growth of the department through networking and client development
- Contribute to technical marketing and leadership initiatives
- CTA, ACA or ACCA qualified (or equivalent experience)
- Significant Private Client Tax and Trust experience
- Strong technical knowledge of Personal Tax, Trusts, IHT and CGT
- Previous team leadership experience
- Commercial awareness and excellent client relationship skills.
Demonstrates expertise in Personal and Trust Tax compliance, with a strong focus on managing complex client relationships and leading a team. Proficient in delivering advisory services related to Trusts, Inheritance Tax, and Capital Gains Tax while ensuring high-quality standards and continuous improvement.
Highest-signal resume keywords- CTA, ACA Or ACCA Qualified
- Private Client Tax Experience
- Trusts And Inheritance Tax Knowledge
- Team Leadership Experience
- Client Relationship Management
- Personal Tax Compliance
- Trust Tax Compliance
- Capital Gains Tax (CGT)
- Trust Registration Service
- CRS Reporting
- Advisory Work
- Risk Management
- Workflow Management
- Billing Management
- Continuous Improvement
- Coaching
- Client Development
- Networking
- Commercial Awareness
- Excellent Communication
- CTA
- ACA
- ACCA
- Personal Tax
- Trusts
- Inheritance Tax (IHT)
- Capital Gains Tax (CGT)
- HMRC Liaison
- Private Client Services
- Technical Marketing
- Quality Standards
Position Requirements
10+ Years
work experience
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