Private Client Tax Senior Manager
Location: Birmingham, West Midlands
Job Type: Permanent | Hybrid Working
Salary: 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:
- Managing a portfolio of high-net-worth individuals, trusts, estates, and business owners
- Delivering complex private client tax advisory projects
- Providing advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
- Reviewing complex personal tax returns and advisory reports
- Building strong relationships with clients, HMRC, solicitors, and wealth managers
- Leading client meetings and providing commercially focused tax advice
- Identifying tax planning opportunities and supporting business development
- Supporting Partners on complex advisory assignments
- Mentoring and developing Managers, Assistant Managers, and junior staff
- Maintaining the highest technical and professional standards
About You
To be successful, you'll have:
- CTA, ACA or ATT qualification (or equivalent experience)
- Significant experience within UK Private Client Tax
- Strong technical knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
- Experience managing high-net-worth private clients
- Strong advisory and client relationship management skills
- Leadership experience and the ability to mentor junior team members
- Commercial awareness with a proactive approach to business development
- Excellent communication and organisational skills
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits package
- Advisory-focused role with complex technical work
- Prestigious private client portfolio
- Leadership and mentoring opportunities
- Business development exposure
- Ongoing professional development
- Clear career progression towards Director
- Supportive and collaborative working environment
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:
📧 jack@oscar-wood.co.uk
📞 07817 796391