Overview
The role of Private Client Tax Senior Manager / Manager involves delivering expert tax advice and compliance services to a broad range of private clients. Based in Birmingham, this position is ideal for a professional who thrives in the professional services industry and enjoys working on complex tax matters.
Client Details
This opportunity is with a well-established professional services firm with a strong reputation in the industry. Operating as a medium-sized organisation, the company provides a supportive and collaborative environment for its employees, focusing on delivering high-quality services to its clients.
Description
- Provide tailored tax compliance and advisory services to private clients, including high-net-worth individuals and business owners.
- Oversee and review tax returns to ensure accuracy and compliance with relevant regulations.
- Advise clients on complex personal tax matters, including inheritance tax, capital gains tax, and trust planning.
- Develop and maintain strong client relationships, acting as a trusted advisor on tax-related issues.
- Lead and manage a team of tax professionals, providing guidance and mentoring to support their development.
- Collaborate with other departments to deliver holistic solutions to clients’ financial needs.
- Keep up to date with changes in tax legislation and ensure clients are informed of any relevant updates.
- Support business development initiatives, including identifying opportunities to expand the client base.
Profile
- Provide tailored tax compliance and advisory services to private clients, including high-net-worth individuals and business owners.
- Oversee and review tax returns to ensure accuracy and compliance with relevant regulations.
- Advise clients on complex personal tax matters, including inheritance tax, capital gains tax, and trust planning.
- Develop and maintain strong client relationships, acting as a trusted advisor on tax-related issues.
- Lead and manage a team of tax professionals, providing guidance and mentoring to support their development.
- Collaborate with other departments to deliver holistic solutions to clients’ financial needs.
- Keep up to date with changes in tax legislation and ensure clients are informed of any relevant updates.
- Support business development initiatives, including identifying opportunities to expand the client base.
Job Offer
- Competitive salary in the range of £63000 – £80,000, depending on experience.
- Generous holiday allowance and additional benefits package.
- Opportunities for professional development and career progression.
- A supportive and collaborative working environment
- Exposure to a wide variety of clients and tax challenges in the professional services industry.
This is an exciting opportunity for a skilled Private Client Tax Senior Manager / Manager to join a respected organisation. If you are ready to take the next step in your career, apply today!
