Private Client Tax Manager Permanent

Private Client Tax Manager – Birmingham

up to £65,000

A Private Client Tax Manager is being recruited to join a highly supportive tax team. The role involves delivering the highest standard of compliance and tax advice in a consultative, professional, and supportive manner. The successful candidate will manage a personal portfolio of clients, with responsibilities split equally between compliance and advisory work.

The Environment

The organisation is committed to providing an optimal working environment, offering opportunities for learning, growth, and professional development.

Wellbeing

Employee well-being is prioritised through development and training initiatives, flexible benefits, and hybrid working options.

Future Development

Significant investment is being made in learning and development, with the aim of becoming a market leader in nurturing and advancing professionals.

Key Responsibilities

• Managing the delivery of tax returns for a diverse client base.
• Assisting Private Client Tax Partners in delivering services to their portfolios.
• Applying technical knowledge to develop and implement tax advisory services, providing commercial solutions to clients.
• Identifying opportunities to mitigate tax liabilities and collaborating with Partners to implement these strategies.
• Proactively monitoring legislative changes and assessing their impact on clients.

Requirements

• Strong communication skills, with the ability to engage effectively with Partners, Directors, and the wider team.
• Experience with Trusts and Inheritance Tax (IHT).
• CTA qualification (STEP qualification is desirable but not essential).

Tagged as: Personal Tax, private client tax