The firm
A Top 10 Firm have instructed Pure to appoint a Senior Private Client Tax Manager based in their Birmingham office, offering a highly competitive salary, flexible working, direct access to Partners, exceptional benefits and a High Net Worth portfolio.
This is a growth role due to several new business wins and succession planning which has seen the Private Client tax team grow by 20% in the last 12 months. This firm are Private Client focused and deliver a bespoke level of advisory and compliance services to UHNWI's, OMB's, UK and offshore trusts, estates, international family offices along with UK residents and non-domicile.
There is a friendly and supportive company culture in the Birmingham office which means, you will be able to work on a high value client portfolio along with obtaining a strong work-life balance.
Background of the role
As mentioned previously, this is a growth role due to new business wins and succession planning. You will be responsible for managing your own tailored client portfolio depending on your experience and areas of expertise.
Part of your role will be to mentor and train more junior members of the team who will assist you on creating and implementing solutions to your client's complex tax implications. You will also be assisting the Partners with identifying new business opportunities and to develop client relationships.
The candidate
Ideally you will be CTA qualified with a background providing both compliance and advisory services for private clients. They are looking for someone who would be confident when advising clients on a day to day basis along with working on large and complex advisory based projects.
Benefits
This firm are offering a competitive salary along with exceptional benefits. As mentioned earlier, this firm are big supporters of flexible working (working from home, reduced hours, full-time/part-time) and put succession planning in place to ensure that you are consistently progressing in your career. You will also have direct access to Partners within the Firm and will be able to manage your own London style portfolio.
To find out more details and to have a confidential discussion, please contact Jack Cook
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