Private Client Tax & Advisory Manager

Posted:	22/04/26
Recruiter:	Four Squared Recruitment Ltd
Reference:	3100183744
Type:	Permanent
Salary:	Competitive
Location:	City, Birmingham
Description:	Do you enjoy advising high net worth individuals and building long term client relationships? Are you keen to broaden your role beyond compliance into more advisory led work? Are you looking for a role with genuine progression and direct Partner exposure? We are thrilled to be supporting a well established and growing accountancy practice based in Birmingham. This forward thinking company are looking to appoint a Private Client Tax & Advisory Manager to join its expanding Private Client team. This is a hands on, advisory focused role working closely with the practice Partner, with clear progression and genuine scope to influence the direction and growth of the private client offering. The Role You will take a lead role in delivering high quality private client tax advice and compliance to a portfolio of high net worth individuals, families and trusts, combining technical expertise with a commercial, client focused approach. Alongside managing your own client relationships, you'll act as a key point of support to the wider team - reviewing work, developing junior staff, and contributing to business development activity. The role offers real variety, blending complex advisory projects with oversight of personal tax compliance, and exposure to strategic discussions at partner level. Key Responsibilities Lead and deliver private client tax advisory assignments, producing detailed reports for partner review Manage a portfolio of predominantly advisory led private clients, ensuring compliance obligations are met accurately and on time Work directly with the Private Client Tax Partner on complex planning matters and client strategy Review personal tax returns and associated work prepared by team members Support the continued development of the Private Client service line through ideas, initiatives and client opportunities Provide coaching, mentoring and technical guidance to junior staff and trainees Maintain up to date technical knowledge and share legislative updates with the team Build strong client relationships and identify opportunities to add value Contribute to business development through networking, seminars, technical content and thought leadership Collaborate with colleagues across Business Services and Corporate Tax on cross disciplinary work Represent the practice professionally with clients, advisers and HMRC Promote a collaborative, inclusive and supportive team culture About You You will be an experienced Private Client tax professional with strong technical capability and the confidence to operate at Manager level in a client facing environment. You will bring: CTA qualified (or equivalent), with strong technical grounding in private client tax Solid experience in private client tax advisory and personal tax compliance Broad technical knowledge across personal tax and HNW matters Experience managing client relationships and delivering complex advice Confidence reviewing work and supporting the development of others Strong written and verbal communication skills, including report writing The ability to manage multiple deadlines and priorities A proactive, commercially minded approach to your work A collaborative mindset and desire to progress within a growing practice What's on Offer Competitive salary Hybrid working model Clear and structured career progression plan 25 days annual leave plus bank holidays + option to buy more Electric car scheme Application Disclaimer: Due to the high volume of applications we receive, we are unfortunately unable to provide individual feedback to all applicants. If you have not heard from us within three weeks of submitting your application, please assume that your application has not been successful on this occasion. Thank you for taking the time to apply.
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Private Client Tax & Advisory Manager

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