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Private client tax advisor / manager

Birmingham (West Midlands)
Permanent
Hays
Tax advisor
Posted: 26 January
Offer description

Job Description

Tax Advisory Manager (Private Client)

Your new company
Join a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You’ll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand.

Your new role
As a Tax Advisory Manager, you’ll lead on complex private client and owner-managed business (OMB) tax planning projects. This is a predominantly advisory role (around 90%), where you’ll work closely with clients and their professional advisers to deliver tailored solutions in areas such as inheritance tax, trust planning, capital gains tax, and residence/domicile matters.
You’ll manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members. While compliance oversight is part of the role, it supports the advisory work rather than drives it. This is an opportunity to make a real impact, combining technical expertise with strategic thinking.

What you'll need to succeed

1. ATT and/or CTA qualification (essential); STEP qualification desirable.
2. Strong technical background in private client and OMB taxation, wo...

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