Private Client Tax & Advisory Manager

Four Squared Recruitment Ltd • Permanent • Remote (Birmingham, West Midlands, England, United Kingdom) • 8h ago

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 & 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 clients, ensuring compliance obligations are met accurately and on time
Work directly with the Private Client Tax Partner on complex planning matters and client strategy
Review personal tax returns and associated work prepared by team members
Support the continued development of the Private Client service line through ideas, initiatives and client opportunities
Provide coaching, mentoring and technical guidance to junior staff and trainees
Maintain up‑to‑date technical knowledge and share legislative updates with the team
Build strong client relationships and identify opportunities to add value
Contribute to business development through networking, seminars, technical content and thought leadership
Collaborate with colleagues across Business Services and Corporate Tax on cross‑disciplinary work
Represent the practice professionally with clients, advisers and HMRC
Promote a collaborative, inclusive and supportive team culture

About You

You will be an experienced Private Client tax professional with strong technical capability and the confidence to operate at Manager level in a client‑facing environment.

You will bring:

CTA qualified (or equivalent), with strong technical grounding in private client tax
Solid experience in private client tax advisory and personal tax compliance
Broad technical knowledge across personal tax and HNW matters
Experience managing client relationships and delivering complex advice
Confidence reviewing work and supporting the development of others
Strong written and verbal communication skills, including report writing
The ability to manage multiple deadlines and priorities
A proactive, commercially minded approach to your work
A collaborative mindset and desire to progress within a growing practice

What's on Offer

Competitive salary
Hybrid working model
Clear and structured career progression plan
25 days annual leave plus bank holidays + option to buy more
Electric car scheme

Application Disclaimer: Due to the high volume of applications we receive, we are unfortunately unable to provide individual feedback to all applicants. If you have not heard from us within three weeks of submitting your application, please assume that your application has not been successful on this occasion.

Thank you for taking the time to apply.