Private Client Tax Manager – Birmingham
Birmingham, West Midlands
Hybrid Working
Competitive Salary
We are recruiting a Private Client Tax Manager for a highly respected and growing accountancy and business advisory firm based in Birmingham. This is an excellent opportunity for an experienced private client tax professional to join a thriving advisory team, managing a portfolio of clients while delivering a broad range of complex tax planning and compliance services.
This role is ideal for an established Private Client Tax Manager or an ambitious Assistant Manager looking to step into a more senior position with greater advisory exposure and leadership responsibility.
The Role
As a Private Client Tax Manager, you will work closely with senior leadership to deliver a wide range of private client tax advisory and compliance services to high-net-worth individuals, business owners, trusts, estates, and family wealth structures.
You will manage a portfolio of primarily advisory-focused clients, acting as a trusted adviser and ensuring a high standard of service across both compliance and planning work. The role will involve leading private client tax projects, preparing complex advisory reports, and overseeing the delivery of personal tax compliance work to ensure accuracy and timely completion.
Working closely with clients, HMRC, and professional advisers, you will provide practical and commercially focused advice across a broad range of private client tax matters while identifying opportunities to add value and strengthen client relationships.
Alongside client-facing responsibilities, you will play a key role in developing the Private Client Tax offering, supporting business development initiatives, and contributing to the continued growth of the department. This will include involvement in networking activities, seminars, technical marketing, and thought leadership content.
You will also mentor and develop junior team members, providing both formal and informal training while helping to maintain high technical standards across the team.
The role offers significant exposure to complex advisory work and provides an excellent opportunity to further develop your technical expertise, leadership capabilities, and commercial skills within a growing practice.
About You
You will be CTA qualified, ATT qualified, ACA qualified, or possess equivalent experience gained within a UK accountancy practice or professional services environment.
You will have strong experience across private client tax compliance and advisory work, with the ability to manage client relationships and deliver high-quality technical advice.
Experience preparing advisory reports, managing complex tax matters, and supporting the development of junior team members is highly desirable. You will also possess excellent communication skills, strong organisational abilities, and the confidence to work directly with clients and senior stakeholders.
A proactive and commercially minded approach is essential, alongside the ability to identify opportunities to add value for clients and contribute to the growth of the wider business.
You will be passionate about delivering exceptional client service while continuing to develop your career within a collaborative and forward-thinking tax team.
What’s on Offer
Hybrid and flexible working
Significant exposure to advisory-focused work
High-quality private client portfolio
Ongoing training and professional development support
Leadership and mentoring opportunities
Business development and networking exposure
Supportive and collaborative team culture
Clear progression opportunities within a growing firm
Location
Birmingham, West Midlands
Easily commutable 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 on jack@oscar-wood.co.uk or 07817 796391.