Private Client Tax Manager or Senior Manager Job at The Accountancy Recruiters (Birmingham)

Personal Tax Manager or Senior Manager - Private Client

A leading national advisory firm is looking to strengthen its Private Client fun...

Location

United Kingdom , Cardiff

Salary:

55000.00 - 70000.00 GBP / Year

The Accountancy Recruiters

Expiration Date

Until further notice

Requirements

Significant personal tax experience within an accountancy or advisory firm
Strong review-level technical capability and client communication skills
Proven experience managing teams and overseeing complex compliance
ATT, CTA, ACA, ACCA or equivalent qualification (or qualified by experience)
Commercial mindset, with a collaborative and solutions-led approach

Job Responsibility

Manage a portfolio of HNWIs, business owners, and other private clients with complex tax needs
Lead client delivery and communication, ensuring technical excellence and commercial awareness
Review high-risk and complex personal tax returns and planning work
Mentor and develop junior team members, supporting their reviews and technical development
Oversee workflow and team capacity, ensuring efficient delegation and quality control
Actively contribute to business development and networking in the South Wales region
Stay up to date with technical and legislative changes, and lead internal updates and training

What we offer

Opportunity to step into a Senior Manager role, or deepen impact as an established SM
Stable, growing client base with interesting and varied work
Regional autonomy with national support
Direct access to senior leadership and firm-wide visibility

Fulltime

Private Client Tax Senior Manager

This role will provide Tax compliance and advisory services to a wide range of c...

Location

United Kingdom , Ipswich; Cambridge

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Educated to degree level, and/or CTA and/or ACA qualified or equivalent
Demonstrable post qualified experience
Strong technical ability in the field of private client
Guide and supervise less experienced colleagues
Support, train, mentor and advise others in own area
Challenge current practice – driving improvements and championing change
Take personal responsibility for own decisions and actions and those of others
Lead projects of limited scale or complexity

Job Responsibility

To act as a key point of contact within the firm for the client, together with the Partner
Taking full responsibility for project delivery on their portfolio
Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
Manage a portfolio of clients including control of billings and cash collection within the firms criteria
Review of work prepared by more junior members of staff
Liaise with HMRC
To ensure assignments are completed within agreed budgets and keep client/Director/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience
Ensure that the firm’s quality control procedures are adhered to including second partner review
Identify risk and technical matters, as well as selling opportunities, to the Director/Partner, whilst exercising judgement within agreed parameters
Provide overall support to Director/Partners on client matters and assist Director/Partners in the management of the group

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays (ability to purchase up to 10 days of additional leave)
Bike to work scheme

Fulltime

US Expatriate / Private Client Tax Senior Manager

Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Manager t...

Location

United States , Miami, FL

Salary:

Not provided

International Tax Search

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting
CPA qualification
Master’s Degree in Taxation is highly desirable
strong technical background in global mobility, expatriate taxation, and cross‑border planning
experience reviewing complex U.S. individual tax returns

Job Responsibility

work with HNWIs from the U.S. and across the world, providing them with expertise on complex tax affairs
lead global expatriate tax projects
mentor junior team members

What we offer

competitive salary
health insurance
outstanding wellness package
generous PTO

Tax Senior Or Tax Manager – Family Office

Location

United States , Rockville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in high-net-worth individual tax required
Strong exposure to estate and trust tax
Some understanding of partnership tax
Ability to move comfortably between detailed compliance work and higher-level planning support
Strong writing skills, including drafting memos and professional communications
Highly organized, proactive, and responsive with strong follow-through
A collaborative mindset and willingness to step in where needed
Public accounting, family office, or private client tax experience is highly valued

Job Responsibility

Partner closely with senior leadership on a wide range of tax matters
Support high-net-worth individual tax compliance, analysis, and planning
Assist with estate and trust tax matters
Contribute to partnership tax work
Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives
Prepare tax calculations and projections
Assist with tax analysis and planning projects
Draft clear, professional tax memos, correspondence, and emails
Track action items and manage follow-ups to ensure timely execution
Potentially assist with private equity tax compliance matters

What we offer

Competitive compensation and benefits
Free online training
Benefits available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Ability to enroll in company 401(k) plan for hired contract/temporary professionals