Private Client Tax Manager

Private Client Tax Manager | Top 100 Firm | Birmingham

Are you an ambitious Private Client Tax specialist looking to take ownership of a high-quality portfolio, lead a growing team, and deliver bespoke advisory solutions within a leading accountancy practice?

About the Firm

This Top 100 Firm is a well-established and progressive accountancy practice with over 100 dedicated professional specialists. Known for providing forward-thinking advice to high-net-worth individuals, landed estates, entrepreneurs, and executives of multinational businesses, the firm offers a highly supportive environment where your professional and personal development is fully backed at every step.

Responsibilities

Manage a diverse portfolio of private client tax relationships, delivering bespoke advisory and planning services.
Provide technical advice across Inheritance Tax (IHT), Capital Gains Tax (CGT), Trusts and Estates, Income Tax, and international tax matters.
Support partners on complex client assignments and lead relationships to provide custom, one-off tax solutions.
Drive business development by identifying advisory opportunities within the existing client base and building an external regional profile.
Oversee WIP, billing, compliance trackers, and operational efficiency across the team.
Lead, mentor, and develop personal tax team members through technical coaching, file reviews, and regular feedback.
Collaborate on wider firm initiatives, including best practice updates and technology adoption projects.

As a Private Client Tax Manager you will:

Utilize your CTA, ACA, or ACCA qualification to deliver technically robust, high-value tax advice.
Act as a key point of contact for complex HMRC investigations and high-net-worth client enquiries.
Manage workflow efficiency to maximize team productivity and chargeable output while maintaining strict quality standards.
Lead new client onboarding and ensure technical computations strictly align with firmwide service standards.
Actively engage in regional networking events to enhance personal and practice market presence.

What You’ll Receive

Competitive salary aligned with experience
Flex E flexible and agile working policy
Private healthcare cover via Vitality
Medical cash back plan
Life assurance cover
Enhanced maternity and paternity leave schemes

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

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