talenty
Private Client Manager - Trusts

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Private Client Tax Manager - West Midlands
£50,000 - £70,000 base + bonus
West Midlands | Hybrid
Senior Tax Associate / Assistant Manager opportunity with a clear route into Management
Are you a Private Client Tax professional ready to take the next step?
- Looking for more ownership, greater client exposure and the opportunity to progress within a respected specialist practice?
- Want to work on complex private client matters while building your career alongside experienced tax professionals?
Then read on…
About the role
We’re representing an established specialist accountancy practice with a strong reputation for delivering high-quality tax advisory services to private clients, families and business owners.
The Private Client Tax team continues to grow, supporting clients across a range of areas including trusts, estates, inheritance tax and wider tax planning.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
You’ll join as a Tax Manager, taking responsibility for a portfolio of clients, managing relationships and delivering high-quality advisory work while working closely with senior members of the team.
This is a fantastic opportunity for a Senior Associate or Assistant Manager who is ready to step up, gain greater autonomy and continue developing within a supportive and technically strong environment.
Experience Needed
You’ll have strong Private Client Tax experience gained within a professional services environment.
- You’ll have exposure to areas such as trusts, estates, IHT and CGT, with the ability to manage client relationships and deliver advisory support.
- You’ll be confident working with clients and senior stakeholders, with a genuine interest in developing your technical and commercial skills.


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CTA, ACA, ACCA, STEP or equivalent experience will be considered.
Why?
- A genuine opportunity for a Senior Associate / Assistant Manager to progress into a Manager role.
- Greater ownership of client relationships and exposure to complex Private Client Tax work.
- A supportive environment where technical development and career progression are encouraged.
- Hybrid working, competitive package and the opportunity to build your career within a respected specialist practice.
Apply now for immediate consideration…
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