Private Client Tax Senior Manager - Birmingham

Private Client Tax Senior Manager

Location: Birmingham, West MidlandsJob Type: Permanent | Hybrid WorkingSalary: Competitive + Excellent Benefits

Private Client Tax Senior Manager – Birmingham

We are recruiting a Private Client Tax Senior Manager on behalf of a highly regarded and growing accountancy practice in Birmingham.

This is an excellent opportunity for an experienced Private Client Tax Manager or Senior Manager to join a thriving tax team, managing a prestigious portfolio of high-net-worth individuals, entrepreneurs, trusts, estates, family offices, and owner-managed businesses.

If you're looking for a predominantly advisory role with genuine progression to Director, this could be the perfect opportunity.

The Role

As a Private Client Tax Senior Manager, you will work closely with Partners and Directors to deliver high-quality tax advisory and compliance services while acting as a trusted adviser to clients.

Your responsibilities will include:

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• Managing a portfolio of high-net-worth individuals, trusts, estates, and business owners
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• Delivering complex private client tax advisory projects
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• Providing advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
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• Reviewing complex personal tax returns and advisory reports
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• Building strong relationships with clients, HMRC, solicitors, and wealth managers
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• Leading client meetings and providing commercially focused tax advice
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• Identifying tax planning opportunities and supporting business development
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• Supporting Partners on complex advisory assignments
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• Mentoring and developing Managers, Assistant Managers, and junior staff
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• Maintaining the highest technical and professional standards
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About You

To be successful, you'll have:

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• CTA, ACA or ATT qualification (or equivalent experience)
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• Significant experience within UK Private Client Tax
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• Strong technical knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
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• Experience managing high-net-worth private clients
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• Strong advisory and client relationship management skills
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• Leadership experience and the ability to mentor junior team members
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• Commercial awareness with a proactive approach to business development
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• Excellent communication and organisational skills
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What's on Offer

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• Hybrid and flexible working
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• Competitive salary and benefits package
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• Advisory-focused role with complex technical work
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• Prestigious private client portfolio
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• Leadership and mentoring opportunities
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• Business development exposure
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• Ongoing professional development
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• Clear career progression towards Director
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• Supportive and collaborative working environment
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Location

Based in Birmingham, with excellent transport links from Solihull, Sutton Coldfield, Bromsgrove, Redditch, Coventry, Dudley, Walsall, Wolverhampton, and surrounding areas.

Apply

For a confidential discussion or to apply, please contact Jack Wood: