Private Client Manager or Senior Manager
Salary/Rate:£50,000 - £70,000
Job type:Full-Time
Town/City:Birmingham
County:West Midlands
Specialisms:Private Client Tax
Level:Senior Manager
Job ref:615245
Post Date:02.06.25
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Meet Our Recruiter
About the Role
Private Client Tax Manager or Senior Manager | Birmingham | Top 25
You’ve built your technical expertise. You know how to handle the complexities of HNW clients, trusts, estates, and succession planning. But the question is - are you somewhere that values your input beyond the billable hour?
This firm is at a pivotal stage of growth, with serious momentum behind its Private Client offering in Birmingham. They’re not looking for someone to keep the wheels turning—they’re looking for someone who wants to shape the direction of the team, lead on high-impact advisory work, and become a trusted voice to both clients and colleagues.
Here, you’ll work side by side with Partners who still roll up their sleeves. You’ll be handed a portfolio that challenges and stretches you - ranging from complex IHT and CGT planning to multi-generational family wealth strategies. You’ll lead from the front, mentor rising talent, and be given the space to run with ideas.
It’s the kind of role that feels less like “just another job” and more like your next big move.
What they’re looking for:
You’ll probably be CTA qualified, with solid advisory experience under your belt and the confidence to lead conversations with sophisticated clients. You know your stuff, and you’re ready to step up—either as an experienced Manager or a Senior Manager ready to grow further.
What’s in it for you:
You’ve built your technical expertise. You know how to handle the complexities of HNW clients, trusts, estates, and succession planning. But the question is - are you somewhere that values your input beyond the billable hour?
This firm is at a pivotal stage of growth, with serious momentum behind its Private Client offering in Birmingham. They’re not looking for someone to keep the wheels turning—they’re looking for someone who wants to shape the direction of the team, lead on high-impact advisory work, and become a trusted voice to both clients and colleagues.
Here, you’ll work side by side with Partners who still roll up their sleeves. You’ll be handed a portfolio that challenges and stretches you - ranging from complex IHT and CGT planning to multi-generational family wealth strategies. You’ll lead from the front, mentor rising talent, and be given the space to run with ideas.
It’s the kind of role that feels less like “just another job” and more like your next big move.
What they’re looking for:
You’ll probably be CTA qualified, with solid advisory experience under your belt and the confidence to lead conversations with sophisticated clients. You know your stuff, and you’re ready to step up—either as an experienced Manager or a Senior Manager ready to grow further.
What’s in it for you:
- A genuinely flexible, hybrid working model
- A leadership role with visibility and influence
- A team-first culture that still knows how to celebrate wins
- 25 days holiday + birthday off + great benefits
- Clear path to progression with hands-on Partner support
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