Our client is a high-profile accountancy firm with a strong reputation across the Midlands region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms on all areas of their UK personal taxation.
The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Manager or AM. The role would suit an adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress on to Senior Manager with the support of the Midlands Directors and Partners.
The position can be based in Birmingham or Nottingham and will offer scope to work remotely 2-3 days a week when office life returns to normal.
The key element of the role will be managing a HNW portfolio of clients, overseeing their annual compliance, reviewing complex work prepared by tax seniors/assistant managers and advising on ad hoc income and capital taxes planning projects, with the support of senior staff where required.
As very much a client-facing role, the individual will require excellent relationship management skills. They should also have an interest in identifying business development opportunities on their portfolio, as well as building a third-party referral network in the region.
This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 4916
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