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Oscar Wood
Private Client Tax Senior Manager – BirminghamOscar Wood • Birmingham, West Midlands, UK
Private Client Tax Senior Manager – Birmingham

Private Client Tax Senior Manager – Birmingham

Oscar Wood • Birmingham, West Midlands, UK
6 days ago
Job type
  • Full-time
  • Permanent
Job description

Private Client Tax Senior Manager

Location: Birmingham, West MidlandsJob Type: Permanent | Hybrid WorkingSalary: 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:

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Private Client Tax Senior Manager – Birmingham • Birmingham, West Midlands, UK

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