Private Client Tax Advisory Manager

1 day ago


Lichfield, Staffordshire, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

**Job Title:** Private Client Tax Advisory Manager

**Company Overview:** A well-established national accountancy practice is seeking a Private Client Tax Advisory Manager to join their award-winning private client tax division.

We are looking for an experienced Tax Manager or Assistant Tax Manager who will be responsible for managing their own portfolio of clients, providing first-class technical advice across private client tax, and sustaining excellent client relationships.

The successful candidate will also participate in networking and marketing initiatives to promote the firm's name and their reputation, lead or assist with tax consultancy assignments, particularly IHT, and identify tax planning opportunities.

**Salary:** £60,000 - £80,000 per annum

Key Responsibilities:

  • Manage a portfolio of clients ensuring a high level of service through effective technical advice
  • Sustain excellent client relationships and ensure additional requirements are fulfilled
  • Participate in networking and marketing initiatives to promote the firm's name
  • Lead or assist with tax consultancy assignments, particularly IHT
  • Identify tax planning opportunities and explain complex issues in layman's terms

This is a rewarding opportunity for a Tax Manager or Assistant Tax Manager to join a supportive team of tax advisors and become an Equity Tax Partner. We offer a competitive salary package and a range of benefits.



  • Lichfield, Staffordshire, United Kingdom Pro-Tax Full time

    We are seeking an experienced Senior Tax Professional to join our team as a Private Client Tax Advisory Manager. The ideal candidate will have a strong background in private client tax and a proven track record of delivering exceptional results.About the RoleYou will be responsible for managing a portfolio of clients, providing technical advice and guidance...


  • Lichfield, Staffordshire, United Kingdom Be-IT Ltd Full time

    Tax Advisory RoleWe are seeking a Private Client Tax Advisory Specialist to join our team in Lichfield. As a key member of our Private Client department, you will be responsible for providing tax planning and compliance services for trusts, estates, and beneficiaries.In this role, you will work closely with our Partner to deliver high-quality advice and...


  • Lichfield, Staffordshire, United Kingdom Gleeson Recruitment Group Full time

    Job OverviewAs a Senior Manager in our Private Client department, you will be responsible for delivering high-quality tax advisory services to our clients. Your expertise in Trust and Estates tax will be invaluable in helping us grow our business and improve client satisfaction. We offer a competitive salary range of £55,000-£65,000, depending on...


  • Lichfield, Staffordshire, United Kingdom Pro-Tax Full time

    We are looking for a motivated and ambitious Tax Manager or Assistant Tax Manager to join our team as a Private Client Tax Advisory Manager. The successful candidate will have a strong background in private client tax and a proven ability to deliver high-quality results.Job OverviewYou will be responsible for managing a portfolio of clients, providing...

  • Leading Tax Executive

    7 hours ago


    Lichfield, Staffordshire, United Kingdom Pro-Tax Full time

    Role Summary:">We are seeking a seasoned Private Client Tax Advisory Manager to drive growth and success at Pro-Tax, leveraging their expertise in tax planning and consultancy to deliver exceptional results for clients.">Responsibilities:">">Client Acquisition: Develop and execute strategies to attract new clients and grow existing relationships.">Tax...

  • Senior Tax Manager

    3 weeks ago


    Lichfield, Staffordshire, United Kingdom Gleeson Recruitment Group Full time

    Role OverviewWe are seeking a skilled Senior Tax Manager to join our Private Client department in Lichfield. This role offers an excellent opportunity to work with a respected accountancy and business advisory firm, providing high-quality advice and services to private clients.


  • Lichfield, Staffordshire, United Kingdom Be-IT Ltd Full time

    Key ResponsibilitiesAs a Senior Trust Advisor, you will be responsible for providing tax planning and compliance services for trusts, estates, and beneficiaries. This will involve acting as the main point of contact for clients, offering clear advice on Trust and Estates matters. You will also be responsible for identifying ways to reduce tax liabilities,...


  • Lichfield, Staffordshire, United Kingdom Gleeson Recruitment Group Full time

    About the RoleThis is an exciting opportunity to work with a firm that values its clients and team, providing a professional and supportive work environment. You will have the chance to develop your skills and expertise in Trust and Estates tax, working with a portfolio of private clients.

  • Tax Planning Manager

    3 weeks ago


    Lichfield, Staffordshire, United Kingdom Gleeson Recruitment Group Full time

    About the RoleThe successful candidate will join a respected accountancy and business advisory firm based in Lichfield. This opportunity allows you to work with a strong team, providing high-quality advice and services to clients across the UK.Key Responsibilities:Deliver tax planning and compliance services for trusts, estates, and beneficiaries.Serve as...


  • Lichfield, Staffordshire, United Kingdom Gleeson Recruitment Group Full time

    About the RoleWe are seeking a seasoned Tax Expert to lead our Private Client department. As a Senior Manager, you will be responsible for managing tax planning and compliance services for trusts, estates, and beneficiaries. Your key responsibilities will include providing high-quality advice, identifying ways to reduce tax liabilities, and assisting with...


  • Lichfield, Staffordshire, United Kingdom Austin Fraser Full time

    Job DescriptionIn this role, you will be responsible for managing tax planning and compliance for a portfolio of private clients. You will also assist a Partner in delivering high-quality advice and services, as well as supporting the day-to-day running of the Private Client department.The ideal candidate will have significant experience in Trust and Estates...

  • HR Advisory Manager

    2 weeks ago


    Lichfield, Staffordshire, United Kingdom SF Recruitment (Birmingham) Full time

    We are seeking an experienced HR Advisory Manager to join our team at SF Recruitment. The successful candidate will be responsible for overseeing the HR function, ensuring compliance with employment laws and industry best practices. This includes regular reviews and updates of HR policies and procedures, managing TUPE transfers, and maintaining accurate...


  • Lichfield, Staffordshire, United Kingdom Talk Staff Group Limited Full time

    At Talk Staff Group Limited, we are looking for an experienced Private Client Paralegal to join our growing team. This role offers a unique opportunity to work with a variety of Private Client matters and provide exceptional client care.Key ResponsibilitiesSupport clients with a range of Private Client issues, including estate planning and probate.Work...


  • Lichfield, Staffordshire, United Kingdom Talk Staff Group Limited Full time

    Talk Staff Group Limited is seeking a highly motivated Private Client Matters Coordinator to join our team in Lichfield. As a key member of our team, you will be responsible for supporting clients with a wide range of Private Client matters and providing exceptional client care.About the Role:Supporting Fee Earners and Clients across various Private Client...


  • Lichfield, Staffordshire, United Kingdom Talk Staff Group Limited Full time

    We are seeking an experienced Private Client Specialist to join our growing team in Lichfield. The ideal candidate will be passionate about supporting clients with a wide range of Private Client matters and providing exceptional client care.About the Role:Supporting Fee Earners and Clients across various Private Client mattersEstablishing, building, and...


  • Lichfield, Staffordshire, United Kingdom Talk Staff Group Limited Full time

    Job DescriptionWe are seeking an experienced Private Client Paralegal to join our team in a dynamic and supportive environment.The ideal candidate will possess exceptional client care skills, with a strong ability to provide guidance and support across various Private Client matters.About the Role:Supporting Fee Earners and Clients with confidence and...


  • Lichfield, Staffordshire, United Kingdom Talk Staff Group Limited Full time

    Job Summary:">We are seeking an experienced Private Client Paralegal to join our team in Lichfield. As a key member of our Private Client team, you will provide support to Fee Earners and Clients across a wide range of matters.">Key Responsibilities:">">Providing administrative support to the Private Client team">Assisting with casework and preparing...


  • Lichfield, Staffordshire, United Kingdom Talk Staff Group Limited Full time

    As a Private Client Solicitor Support Specialist at Talk Staff Group Limited, you will have the opportunity to support clients with a wide range of Private Client matters.About the RoleThis is an excellent chance to join a forward-thinking law firm and contribute to their growing team in Lichfield. The ideal candidate will have experience supporting across...

  • Estate Tax Specialist

    3 weeks ago


    Lichfield, Staffordshire, United Kingdom Gleeson Recruitment Group Full time

    Estate Tax Specialist OpportunityWe are seeking an experienced Estate Tax Specialist to join our team in Lichfield. As an Estate Tax Specialist, you will play a key role in helping our clients navigate complex tax laws and regulations to minimize their tax liabilities.Key Responsibilities:Provide expert tax guidance to individuals and families on Estate and...


  • Lichfield, Staffordshire, United Kingdom The Sales Recruitment Network Full time

    Job Overview:As a Tax and Accountancy Advisor, you will be working closely with our team to provide expert advice to small businesses and individuals.Salary: £30,000 - £40,000 per annum (pro rata for part time)Job Responsibilities:Manage payroll departmentEnsure accurate and timely payments to clientsProvide expert tax and accountancy...