Private Client Tax Manager

Private Client Tax Manager | Top 100 Firm | Birmingham

Are you an experienced Private Client Tax Manager looking for a more advisory-focused role with greater client ownership and the opportunity to develop a growing team? Would you enjoy working with high-net-worth individuals, entrepreneurs and families on complex tax planning matters, while having a genuine influence on the direction of the department? This is an excellent opportunity to join an established Top 100 Firm in Birmingham, offering flexible working, a varied private client portfolio and the opportunity to work closely with Partners on specialist advisory projects.

About the Firm

This independent Top 100 accountancy practice has a team of over 100 professionals, providing a comprehensive range of audit, accountancy, tax and business advisory services to individuals, families and businesses.

The firm's established Private Client Tax Team advises a diverse portfolio of high-net-worth individuals, landed estates, entrepreneurs, business owners and senior executives, providing bespoke advice on complex personal and family tax matters.

With a strong emphasis on client relationships, professional development and collaborative working, the firm offers an excellent opportunity for an experienced Tax Manager to take ownership of advisory assignments, develop junior colleagues and contribute to the continued growth of the private client department.

Responsibilities

Manage a diverse portfolio of private clients, overseeing personal tax compliance and delivering specialist tax advisory services.
Provide advice on Inheritance Tax (IHT), Capital Gains Tax (CGT), trusts, estates, income tax and international tax matters.
Lead complex tax planning assignments, preparing technical reports and delivering bespoke recommendations tailored to clients' circumstances.
Build and maintain strong relationships with high-net-worth individuals, business owners and families, acting as a trusted adviser.
Manage, mentor and develop junior members of the Private Client Tax Team, including delegating work, reviewing performance and providing technical guidance.
Oversee assignment budgets, workflow, WIP and billing, ensuring high-quality delivery and effective recoverability.
Work closely with Partners and other service lines to identify tax planning opportunities and deliver joined-up client solutions.
Contribute to business development activities, including networking, developing client relationships and identifying new advisory opportunities.

As a Private Client Tax Manager you will:

Be CTA, ACA or ACCA qualified, with significant private client tax experience gained within accountancy practice.
Have strong technical knowledge of UK personal taxation, including IHT, CGT, trusts and estates.
Ideally have experience advising on international tax, residence matters and HMRC enquiries or investigations.
Be confident managing a portfolio of high-net-worth individuals and delivering complex tax advisory assignments.
Have proven experience supervising, coaching and developing junior tax professionals.
Demonstrate strong commercial awareness, with the ability to identify tax planning opportunities and communicate complex advice clearly.
Be proactive, organised and comfortable working closely with Partners on client development and wider departmental initiatives.

What You’ll Receive

Flexible working arrangements, supporting a balance between professional and personal commitments.
Private healthcare cover through a medical insurance scheme.
Medical cashback plan to support eligible healthcare expenses.
Life assurance cover.
Cycle-to-work and car schemes.
Retail discount programme and employee assistance service, providing confidential counselling and advice.

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.

Reference: AR/19794

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