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Senior Private Client Tax Manager - Birmingham

Pro-Tax Recruitment
Posted 10 hours ago, valid for 2 days
Location

Birmingham, West Midlands B27 6QS, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Senior Private Client Tax Manager based in the West Midlands/Birmingham, offering a salary range of £65,000 to £85,000 plus benefits and bonuses.
  • The role involves managing a portfolio of high-end private client tax advisory projects, with a focus on HNWIs and UHNWIs.
  • Candidates should have ACA, CTA, ATT, or ACCA qualifications, along with strong UK Private Client Tax advisory knowledge and experience working with wealthy individuals and business owners.
  • The firm promotes a hybrid working environment with 2-3 days in the office, an adult working culture without timesheets, and a transparent bonus scheme.
  • Additional benefits include private healthcare, 25 days of holiday plus bank holidays, enhanced pension contributions, and opportunities for mentoring junior staff.

Senior Private Client Tax ManagerWest Midlands / Birmingham£65,000 - £85,000 + Benefits + Bonus + Hybrid Working Join a leading tax consultancy as a Senior Private Client Tax Manager, managing a portfolio of high-end private client tax advisory projects based in the West Midlands and Birmingham.

  • Hybrid & Flexible working, 2-3 days per week in the office
  • Adult working environment with no timesheets
  • Rewarding and transparent firm-wide bonus scheme for all staff

Your new role as a Senior Private Client Tax Manager:You'll act as a strategic adviser to a range of private clients, including HNWIs, UHNWIs, business owners, and wealthy individuals, providing high-level tax advisory services.You'll be involved in areas such as:

  • Family Office advisory
  • Capital Gains Tax planning
  • Tax planning for business owners and families
  • Exit and shareholder planning
  • Trust and Inheritance Tax advisory

Alongside delivering client projects, you'll also support the leadership and development of the Private Client team, mentoring junior staff members and helping grow the practice. What you'll need to be successful:

  • ACA, CTA, ATT, or ACCA qualified (or qualified by experience)
  • Strong UK Private Client Tax advisory knowledge
  • Experience working with HNWIs and business owners
  • Excellent technical report writing skills

Benefits on offer:

  • Hybrid & Flexible working - 2-3 days office attendance per week
  • Private Healthcare with option to include family members
  • 25 days holiday + Bank Holidays + option to Buy/Sell
  • Adult working environment - no timesheets
  • Enhanced pension contributions
  • Firm-wide transparent bonus scheme

Interested in learning more?Contact Andy Chaplin on or email for a confidential discussion.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.