Private Client Tax Assistant Manager

Crowe Watson Recruitment is proud to be partnering with a leading firm of Chartered Accountants in Birmingham, who are on the lookout for an experienced Private Client Tax Assistant Manager to join their growing team, offering flexible working, a strong company pension, and much more. As the firm continues to expand, they are seeking a driven Private Client Tax Assistant Manager to take ownership of a varied client portfolio while playing a key role in mentoring and supporting junior members of the team.

This well-established and highly regarded practice has built a reputation for delivering exceptional private client tax advice to a diverse portfolio of high-net-worth individuals, trusts, and business owners. This role offers genuine scope for career progression, with a clear pathway towards more senior positions for the right candidate.

What is the day-to-day of the role:

• Manage a portfolio of private client tax cases, including high-net-worth individuals and trusts


• Review tax returns and computations prepared by junior staff


• Provide advisory support on inheritance tax, capital gains tax, and trust planning


• Build and maintain strong client relationships, acting as a key point of contact


• Support the development and mentoring of junior team members

Required Skills and Qualifications:

• ATT and/or CTA qualified, or qualified by experience


• Previous experience working within a UK Practice environment


• Strong technical knowledge of private client tax matters


• Excellent communication and client-facing skills


• Ability to manage a portfolio and prioritise effectively

Benefits:

• Flexible working arrangements


• Strong company pension


• Genuine scope for career progression


• Exposure to complex and interesting private client work

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience. Please note we are unable to offer sponsorship for this role.

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