Private Client Tax Manager

Are you an experienced Private Client Tax professional looking to take the next step in your career? Our client, a prestigious firm of Chartered Accountants in Birmingham, is seeking a Private Client Tax Manager to join their dynamic team. Offering flexible working, a company pension, and much more, this role provides an excellent opportunity to work with a diverse client portfolio, offering high-quality advisory and compliance services. The firm prides itself on delivering tailored tax solutions to high-net-worth individuals, business owners, and trusts, ensuring they receive expert guidance in all aspects of personal taxation.

At Crowe Watson Recruitment, we specialise in connecting top accountancy professionals with leading firms across the UK. We are proud to partner with this highly regarded practice, known for its supportive culture, professional development opportunities, and commitment to excellence. As a Private Client Tax Manager, you will play a key role in delivering tax planning strategies, mentoring junior team members, and maintaining strong client relationships. This position is ideal for someone seeking career progression within a firm that values both technical expertise and a client-centric approach.

The successful candidate will have a strong background in personal tax, with experience managing a portfolio of clients and providing bespoke advisory services. You will have the opportunity to work closely with partners and directors, contributing to the firm’s continued success. Whether you’re looking to refine your expertise or step into a leadership role, this firm offers the perfect environment to support your ambitions.

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Key Responsibilities

• Managing a portfolio of private clients, including high-net-worth individuals and business owners
• Providing tax planning and advisory services, ensuring clients receive tailored solutions
• Reviewing and overseeing personal tax compliance work prepared by junior staff
• Liaising with HMRC and other professional advisors on behalf of clients
• Mentoring and developing junior team members
• Supporting business development initiatives and identifying new client opportunities

• CTA, ATT, ACA, or ACCA qualified (or equivalent)
• Strong experience in personal tax, with a proven track record in advisory and compliance
• Excellent communication and client relationship management skills
• Ability to manage a portfolio of clients effectively, meeting deadlines and service standards
• Must have a minimum of 4 years previous experience working within a UK Practice environment
• Proactive and commercially aware, with the ability to identify tax planning opportunities