Private Client Tax Senior Manager

Private Client Tax Senior Manager 12 Partner Firm Worcestershire / West Midlands

Are you an ambitious Private Client and Trust Tax specialist looking to lead a dedicated team within one of the region's fastest-growing independent firms?

Do you thrive on delivering high-level Inheritance Tax, Trust, and CGT advisory while taking direct ownership of team growth, client relationships, and service delivery?

If you are seeking a highly visible, progressive position working closely with Partners, this opportunity offers the perfect platform to shape your career and elevate a key service line.

About the Firm

This leading Independent Firm of Accountants has grown to over 150 employees, establishing an outstanding reputation for delivering integrated tax, audit, and strategic advisory services. Combining market-leading technical capability with a forward-thinking, collaborative environment, the practice continues to expand its footprint rapidly across the Midlands.

Responsibilities

• Lead, coach, and develop the specialist Private Client & Trust Services team, overseeing workflow, WIP, billing, recoveries, and performance appraisals.
• Deliver high-level advisory solutions covering Trusts, Inheritance Tax (IHT), Capital Gains Tax (CGT), offshore structures, and international tax matters.
• Oversee and lead the Personal and Trust Tax compliance framework, maintaining overall review and sign-off authority for complex returns.
• Ensure full departmental compliance across 60-day CGT Returns, the Trust Registration Service (TRS), Trust IHT Returns, and CRS reporting.
• Act as a senior point of contact for HMRC, external professional advisers, and high-net-worth clients, managing complex tax risks proactively.
• Drive business development initiatives, networking, and technical content generation to support regional market growth.

As a Private Client Tax Senior Manager you will:

• Utilize specialist tax and accountancy software (such as CCH or Digita) to manage department compliance and reporting efficiently.
• Maintain an individual personal chargeability target of 70% utilisation.
• Target and maintain 80% recovery on compliance engagements and 100% recovery on high-value advisory projects.
• Work directly alongside Partners to shape long-term business development, talent retention, and team recruitment strategy.
• Identify cross-selling opportunities across wider service lines including corporate tax, wealth management, and technology transformation.

What You'll Receive

• Flexible working options including core hours and hybrid office/remote working arrangements.
• Private medical cover options available upon joining.
• Employer pension contributions included as part of a comprehensive benefits package.
• Direct path to leadership with structured progression reviews toward Director/Partner level.
• Full support and study/membership coverage for relevant professional qualifications and professional bodies.