Private Client Tax and Advisory Manager
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 and 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 client
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