Private Client Tax Manager
Posted 4 days 19 hours ago by Austin Rose Associates
Private Client Tax Manager Top 100 Firm Birmingham
Are you an ambitious Private Client Tax specialist looking to take ownership of a high-quality portfolio, lead a growing team, and deliver bespoke advisory solutions within a leading accountancy practice?
About the Firm
This Top 100 Firm is a well-established and progressive accountancy practice with over 100 dedicated professional specialists. Known for providing forward-thinking advice to high-net-worth individuals, landed estates, entrepreneurs, and executives of multinational businesses, the firm offers a highly supportive environment where your professional and personal development is fully backed at every step.
Responsibilities
- Manage a diverse portfolio of private client tax relationships, delivering bespoke advisory and planning services.
- Provide technical advice across Inheritance Tax (IHT), Capital Gains Tax (CGT), Trusts and Estates, Income Tax, and international tax matters.
- Support partners on complex client assignments and lead relationships to provide custom, one-off tax solutions.
- Drive business development by identifying advisory opportunities within the existing client base and building an external regional profile.
- Oversee WIP, billing, compliance trackers, and operational efficiency across the team.
- Lead, mentor, and develop personal tax team members through technical coaching, file reviews, and regular feedback.
- Collaborate on wider firm initiatives, including best practice updates and technology adoption projects.
As a Private Client Tax Manager you will:
- Utilize your CTA, ACA, or ACCA qualification to deliver technically robust, high-value tax advice.
- Act as a key point of contact for complex HMRC investigations and high-net-worth client enquiries.
- Manage workflow efficiency to maximize team productivity and chargeable output while maintaining strict quality standards.
- Lead new client onboarding and ensure technical computations strictly align with firmwide service standards.
- Actively engage in regional networking events to enhance personal and practice market presence.
What You'll Receive
- Competitive salary aligned with experience
- Flex E flexible and agile working policy
- Private healthcare cover via Vitality
- Medical cash back plan
- Life assurance cover
- Enhanced maternity and paternity leave schemes
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.