Senior Personal Tax Manager

Description:

An exceptional opportunity has arisen for a Senior Personal Tax Manager to join a progressive and values-driven accountancy practice in Birmingham. This role is perfect for a seasoned tax professional looking to lead a team, provide high-quality tax advisory services, and drive business growth.

Key Responsibilities:

• Manage a portfolio of personal tax clients, ensuring accurate compliance and delivering tailored tax advice.
• Review and oversee the preparation of complex personal tax returns for high-net-worth individuals and business owners.
• Advise clients on tax planning strategies, including inheritance tax, capital gains tax, and income tax mitigation.
• Act as a trusted advisor, building and maintaining strong client relationships.
• Lead and mentor a team of tax professionals, ensuring high performance and career development.
• Stay up to date with tax legislation changes and communicate updates to the team and clients.
• Assist clients with complex tax matters, including HMRC enquiries and disclosures.
• Identify and pursue opportunities to add value and provide additional services to clients.
• Collaborate with other departments to ensure a cohesive and integrated approach to client service.
• Drive business development initiatives, including networking and building relationships with potential clients.
• Review internal processes and recommend improvements to enhance efficiency and client experience.
• Represent the firm externally, contributing to its reputation as a leader in tax advisory.

Candidate Requirements:

✔️ CTA qualified, with extensive experience in tax advisory and compliance.
✔️ Strong technical skills, combined with a commercial approach to problem-solving.
✔️ Proven ability to manage client relationships and deliver exceptional service.
✔️ Confidence in dealing with HMRC, legal representatives, and other third parties.
✔️ Excellent project management skills, with the ability to handle multiple priorities effectively.
✔️ A proactive and collaborative mindset, focused on team and client success.

What’s on Offer:

💰 £70,000 - £90,000 per annum
📌 Full-time, permanent role
🏖️ 25 days annual leave (increasing with service) + bank holidays
🏡 Hybrid working options for flexibility
💼 Buy and sell annual leave scheme
🚲 Cycle-to-work and greener car schemes
📈 Group staff pension scheme
🛍️ Access to a discounted shopping platform
🎓 Comprehensive training and development opportunities
➕ And more!

About the Firm:

This forward-thinking accountancy practice is renowned for its expertise in tax, audit, corporate finance, and advisory services. The firm takes pride in its long-term client relationships and innovative, practical solutions tailored to each client’s needs. It provides clear opportunities for career progression, making it an excellent environment for ambitious professionals.