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Private client - senior manager / associate partner

Birmingham (West Midlands)
Pro-Tax
Manager
Posted: 7 July
Offer description

Location

Birmingham

Type

Permanent

Job Title: Associate Partner / Senior Manager - Private Client Tax
Location: Birmingham (Hybrid Working)

Were supporting a growing UK accountancy practice with multiple offices across the country - a firm that has grown organically and is continuing to build momentum. This is a brilliant opportunity for a private client tax specialist ready to operate at Senior Manager or Associate Partner level within a collaborative and ambitious environment.

This firm is investing heavily in its people and leadership structure as it gears up for further national expansion. With a strong track record of developing internal talent and attracting experienced professionals from larger firms, it offers the perfect platform for someone seeking greater influence, more advisory exposure, and a supportive team of like-minded individuals who are experienced and passionate about what they do.


The Role

Working directly alongside the Partners, youll play a key role in the continued development of the Private Client Tax function. Youll manage a varied portfolio of private clients with a focus on delivering tax planning, succession advice, and compliance oversight. Most of the work is advisory-led, supported by a capable and well-structured team.

Youll also help shape the firms strategic direction across private client services, support business development activity, and provide leadership and mentorship to the wider team.


Key Responsibilities:

Lead on complex tax planning, including IHT, CGT, and income tax strategies for individuals, families, and business owners.

Oversee delivery of high-quality advisory and compliance services to a loyal and growing client base.

Act as a sounding board and escalation point for the tax team, offering technical guidance and review support.

Identify and convert opportunities to grow the service offering across your portfolio and wider network.

Support the development and training of tax staff, mentoring future leaders within the business.

Contribute to the leadership of the practice, both operationally and strategically.


About You:

CTA and/or ACA/ACCA qualified.

Proven experience in private client tax, ideally within a mid-tier or regional firm environment.

Confident handling advisory-led relationships and managing a portfolio independently.

Comfortable engaging with clients at senior levels, developing new business, and presenting solutions in a clear and commercial way.

A strong team player with leadership capabilities and a genuine interest in the development of others.

This role offers:

A clear route to progression and influence within a growing firm.

Hybrid working with a base in Birmingham.

Competitive salary and benefits package.

A collaborative, people-focused culture.

If youre looking to take that next step in a firm where your input is truly valued and your career can evolve alongside the business, Id love to tell you more.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.


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