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Permanent

Private Client Tax Advisor / Manager

Sutton Coldfield
money-bag 40000.00-40000.00 Annual
3077741975
Posted 2 weeks ago

Your new companyJoin a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You''ll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand. Your new roleAs a Tax Advisory Manager, you''ll lead on complex private client and owner-managed business (OMB) tax planning projects. This is a predominantly advisory role (around 90%), where you''ll work closely with clients and their professional advisers to deliver tailored solutions in areas such as inheritance tax, trust planning, capital gains tax, and residence/domicile matters. You''ll manage a small portfolio of clients, act as a trusted adviser, and mentor junior team members. While compliance oversight is part of the role, it supports the advisory work rather than drives it. This is an opportunity to make a real impact, combining technical expertise with strategic thinking.What you''ll need to succeed ATT and/or CTA qualification (essential); STEP qualification desirable.Strong technical background in private client and OMB taxation, working on advisory projects across a range of tax matters.Proven experience advising on IHT, trust planning, CGT, and residence/domicile issues.Excellent communication and report-writing skills, with the ability to simplify complex matters.Commercially minded,

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