Lead the Future of Private Client Tax!
Shape Tomorrow's Tax Solutions for High-Net-Worth Clients
Join a dynamic and growing Private Client Tax team as a Private Client Tax Senior Manager in this pivotal role. You'll lead a portfolio of high-net-worth clients, provide technical excellence, and play a key part in driving business growth while mentoring the next generation of tax professionals.
Job Title: Private Client Tax Senior Manager
Location: Birmingham Office, B69
Salary: Up to £80,000!!
About Them:
My client are a leading national audit, tax, advisory and consulting firm with a global reach and local expertise. They provide access to over 40,000 professionals across 140+ countries and 800+ offices globally. The vision is to be recognised as essential to their clients' future success by helping them answer tomorrow's questions and make smart decisions through the highest quality professional services. Due to the current growth within the team, they are on the hunt for a talented Private Client Tax Senior Manager to come and join their journey.
What You'll Do -
Client Leadership & Technical Excellence:
- Review tax returns and computations within agreed timescales, ensuring efficient and risk-managed compliance delivery
- Support senior staff on tax planning and ad hoc projects
- Build strong client relationships and manage expectations for high-net-worth individuals
- Provide expert advice on complex tax matters including international clients, property, income tax, capital gains tax, IHT, trusts and estates
Specialist Knowledge Areas:
- UK resident and non-domiciled tax matters
- Offshore trusts and structures
- International taxation developments and legislation
- Tax expert witness work for divorce and separation proceedings
Business Development & Management:
- Manage work in progress to meet recoverability targets
- Provide realistic fee quotes and regular client updates
- Respond quickly to client needs and maintain regular communication
- Minimise professional risk through appropriate documentation and consultation
Leadership & Development:
- Mentor junior staff and provide technical training
- Help develop team members' soft skills
- Take leadership within the manager team
The Individual -
Essential Qualifications & Experience:
- CTA qualified with recent and relevant experience
- STEP and ADIT qualifications would be advantageous
- Proven experience in private client tax management
- Advanced understanding of tax matters for private clients with international interests
Technical Expertise:
- Demonstrable knowledge across multiple tax areas relevant to private clients
- Experience with UK and international taxation developments
- Excellent report writing skills, adaptable to different audiences
- Ability to handle court-appropriate reports and expert witness work
- Confident interaction with HMRC on complex issues
Leadership & Interpersonal Skills:
- Strong ability to establish credibility with Partners and clients
- Experience managing client portfolios including high-net-worth individuals
- Excellent interpersonal skills and relationship-building capabilities
- Flexible, professional approach with commercial mindset
- Passion for delivering quality while being commercially aware
Benefits:
- Leadership Role: Take charge within our growing Private Client Tax department
- Professional Growth: Opportunity to build your profile through speaking engagements and articles
- Diverse Client Base: Work with high-net-worth individuals and complex international structures
- Collaborative Environment: Work closely with Partners and senior professionals
- Career Development: Clear progression path in a supportive, inclusive culture
- Global Network: Access to Crowe's international expertise and resources
Ready to Make Your Mark?