147 Best portfolio Jobs in Tipton (May 2026)

Private Client Tax Senior Manager

6 days ago

Oldbury

Private Client Tax Senior Manager Opportunity Your new company Join a nationally respected firm in audit, tax, advisory and consulting, where people feel supported, included and genuinely enjoy their work. As the Tax team grows, they're looking for a Senior Manager to help shape the future. It's a place where careers flourish, contributions matter, and making a positive difference-for clients, communities and colleagues-is part of everyday life. Your new role This is a key role within the Private Client team, where you’ll provide expert technical guidance and exceptional client service. You’ll manage a key portfolio and play a vital part in driving business growth. The role includes leading within the management group and supporting colleagues across the team. You’ll need to engage confidently with high-net-worth clients and their advisors, translating complex tax matters into clear guidance. Mentorship will be a core element too, offering support and training to junior team members. • You’ll be responsible for reviewing tax returns and computations within agreed deadlines, ensuring the delivery of compliance is both efficient and well-controlled. You'll support senior colleagues with tax planning and contribute to ad hoc projects as needed. Building and maintaining strong client relationships will be a key part of your role, alongside managing expectations with care and clarity., • Your technical expertise should cover a broad range of areas relevant to private clients-particularly international tax matters, property, income tax, CGT, IHT, trusts and estates. You’ll be well-versed in UK resident and non-dom tax matters, including offshore trusts and structures, and stay informed on both domestic and global tax legislation., • You’ll produce tailored, high-quality written reports suited to a variety of audiences-from clients with limited financial knowledge to experienced offshore trustees. In some cases, you'll prepare court-appropriate documentation for expert witness work in financial remedy proceedings., • Managing work in progress will be essential, including meeting recoverability targets and ensuring fee quotes remain realistic and transparent. You’ll maintain regular contact with clients, respond promptly, and anticipate their needs while keeping them informed throughout the process., • Professional risk must be carefully managed through thorough documentation, collaboration with senior colleagues, and adherence to proper review procedures. You’ll also take on other responsibilities as required to meet evolving business needs. What you'll need to succeed This role suits a tax manager aiming for senior level, or a senior manager seeking something new. You’ll be proactive, professional, and able to meet client needs with minimal supervision. Experience managing high net worth clients is key. CTA is essential; STEP or ADIT is a plus. Strong relationship-building skills and commercial awareness are important. You should be organised, well-informed on tax, and supportive of your team's growth. Skills, Knowledge & Experience • You should have broad tax experience and work well with minimal Partner oversight. You’ll meet deadlines, handle billing, and manage expectations. Partners rely on you, and your team looks to you for direction., • Technically, you’ll understand private client tax, especially cross-border issues. You’re recognised for your expertise and comfortable with HMRC. You handle high-pressure advice with confidence., • You understand client risk appetite and tailor communication accordingly. You help clients stay up to date and offer strategic, personalised solutions. You build knowledge across the firm and connect with quality intermediaries., • You lead by example, earning trust from your team. Your judgement is respected, and your input valued. You tackle tough situations with composure and clarity. What you'll get in return You’ll be part of a collaborative, inclusive and welcoming culture that’s committed to supporting your growth and development. With access to specialist knowledge, valuable resources and ongoing learning opportunities, your career here can be both satisfying and rewarding. You’ll benefit from competitive pay, flexible benefits, a clearly mapped-out career pathway and a working environment that adapts to your needs. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. # 4692281

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