A Private Client Tax Manager is being recruited to join a highly supportive tax team. The role involves delivering the highest standard of compliance and tax advice in a consultative, professional, and supportive manner. The successful candidate will manage a personal portfolio of clients, with responsibilities split equally between compliance and advisory work.
The Environment
Private Client Tax Manager - Birmingham
up to £65,000
The organisation is committed to providing an optimal working environment, offering opportunities for learning, growth, and professional development.
Wellbeing
Employee well-being is prioritised through development and training initiatives, flexible benefits, and hybrid working options.
Future Development
Significant investment is being made in learning and development, with the aim of becoming a market leader in nurturing and advancing professionals.
Key Responsibilities
* Managing the delivery of tax returns for a diverse client base.
* Assisting Private Client Tax Partners in delivering services to their portfolios.
* Applying technical knowledge to develop and implement tax advisory services, providing commercial solutions to clients.
* Identifying opportunities to mitigate tax liabilities and collaborating with Partners to implement these strategies.
* Proactively monitoring legislative changes and assessing their impact on clients.
Requirements
* Strong communication skills, with the ability to engage effectively with Partners, Directors, and the wider team.
* Experience with Trusts and Inheritance Tax (IHT).
* CTA qualification (STEP qualification is desirable but not essential).
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