Private Client Tax Manager – Birmingham
Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression? Situated in Birmingham City Centre, this well‑known accountancy firm is currently recruiting for a technically strong Private Client Tax Manager. The role would suit either a qualified Manager looking to take their next step, or someone already working in a supervisory/managerial position. The firm has a growing client base driven by good marketing work and a high number of referrals.
The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report to the Tax Partner. You will supervise a small team, work on ad‑hoc tax advisory projects, and handle compliance‑focused areas (Income Tax, Capital Gains Tax, Inheritance Tax & Trusts). You will also be expected to conduct technical research for the benefit of your team.
Key Responsibilities
* Manage a private client portfolio, focusing on self‑assessment tax returns and advisory services.
* Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
* Contribute to departmental initiatives and training programs.
* Support Tax Partners and identify cross‑selling opportunities.
* Maintain up‑to‑date technical knowledge and participate in marketing activities.
Ideal Candidate
* ATT or CTA Qualified with at least 5 years’ experience in Personal Tax within a practice environment.
Location
The Central Birmingham office is commutable from areas across the West Midlands.
Contact
For further information please contact Rich Clark at Clark Wood – richard@clark-wood.co.uk – DD: +44 (0) 117 329 1052 | Mobile: +44 (0) 7796 543596.
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