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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.

#taxtalent #privateclienttax #publicpractice #cta

Reference

19794

Sector

Personal Tax, Taxation

Salary

£55,000 to £75,000 Per Annum

Town/City

Birmingham

Contract

Permanent

Closing Date

15/09/2026

Danni Daymond

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