Private Client Tax Manager

Are you an experienced Private Client Tax professional looking for a new challenge? Our client, a leading firm of Chartered Accountants in Lichfield, is seeking a talented Private Client Tax Manager to join their team. Offering flexible working, a company pension, and much more, this is a fantastic opportunity to progress your career with a firm known for its commitment to excellence and professional development. This role provides exposure to high-net-worth individuals, business owners, and complex tax planning projects, allowing you to make a real impact in a dynamic and supportive environment.

Crowe Watson Recruitment is delighted to be the trusted recruitment partner for this well-established firm, which has built a strong reputation for delivering outstanding client service and fostering a collaborative and progressive workplace culture. As a Private Client Tax Manager, you will lead a dedicated team, ensuring the highest level of tax compliance and advisory services while working closely with partners to develop and grow the firm’s private client offering.

This position is ideal for an individual with strong technical expertise and a proactive approach to client management. You will have the opportunity to develop and implement tax planning strategies, advise clients on complex tax matters, and contribute to the continued success of the firm. If you’re looking for a firm that values your expertise, offers career progression, and provides a flexible working environment, this could be the perfect opportunity for you.

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 HNWIs, business owners, and trusts
• Providing high-level tax planning and advisory services
• Reviewing tax compliance work prepared by junior team members
• Building and maintaining strong client relationships
• Identifying tax planning opportunities and implementing solutions
• Supporting the development and training of junior staff
• Keeping up to date with changes in tax legislation and industry developments

• CTA, ACA, or ACCA qualified (or equivalent)
• Strong experience in private client tax, with advisory expertise
• Excellent communication and relationship management skills
• Must have a minimum of 4 years previous experience working within a UK Practice environment
• Ability to manage multiple projects and meet deadlines
• A proactive and strategic approach to tax planning