Bennett & Game Recruitment Limited
Private Client Tax Manager
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Private Client Tax Manager
Location: Birmingham, West Midlands (Hybrid)
Package: £55,000 - £75,000 per annum (DOE)
Working hours: Full time, Monday-Friday (40 hours)
A fantastic opportunity has arisen within a proudly independent and forward-thinking accountancy firm for a Private Client Tax Manager to join their growing Private Client Tax team. The position will suit an experienced personal tax professional who enjoys managing a varied portfolio of high-net-worth private clients, delivering bespoke advisory work, and leading/developing a team. This is a key hire offering strong scope to build trusted adviser relationships and contribute to the continued development of the private client offering.
PRIVATE CLIENT TAX MANAGER JOB OVERVIEW
- Manage a diverse portfolio of personal tax clients, acting as a primary point of contact and ensuring an exceptional client experience.
- Lead on complex personal tax advisory work across areas including IHT, CGT, income tax, trusts & estates, HMRC investigations, and international/residency matters.
- Review and approve technically robust tax computations and identify/resolve technical issues.
- Produce clear, well-structured advisory reporting and guidance for clients, including bespoke solutions for one-off assignments.
- Develop strong internal relationships and liaise closely with stakeholders across the wider firm to deliver joined-up client outcomes.
- Manage, mentor and develop junior team members through delegation, reviews, feedback and technical support.
- Drive operational efficiency, including workflow management, process improvement and technology adoption.
- Oversee WIP, billing, compliance trackers, productivity/recoveries, and file quality standards.
- Identify and progress business development opportunities within existing clients and via new relationships/events.
- Support senior stakeholders on complex client matters and contribute to firmwide best-practice / technology initiatives.
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PRIVATE CLIENT TAX MANAGER JOB REQUIREMENTS
- ACA / ACCA and/or CTA qualified (or equivalent).
- Proven experience in a personal tax-focused environment with exposure to a varied private client base.
- Strong technical knowledge across key private client tax areas (IHT/CGT/trusts & estates/income tax/HMRC enquiries; international/residency exposure beneficial).
- Confident communicator with strong relationship-management skills (written and verbal).
- Commercial and analytical approach to resolving client issues and delivering bespoke solutions.
- Ability to work autonomously while also contributing positively within a collaborative team environment.
- Experience of (or desire to) lead, mentor and develop others.
- Must live within commuting distance of Birmingham.
- Willingness to work outside normal hours when required.
- Existing regional network/contacts advantageous.
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PRIVATE CLIENT TAX MANAGER BENEFITS
- £55,000 - £75,000 per annum (depending on experience).
- 23 days holiday plus bank holidays
- Medical cash plan * Private medical cover
- Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure
- Hybrid working is available, and a staff laptop is provided
Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.
We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
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