Private Client Manager

Private Client Tax Manager – Birmingham – Up to £60,000

• Are you a Private Client tax professional who enjoys thinking, not just producing?
• Do you want autonomy, flexibility, and genuinely interesting advisory work?
• Are you looking for a role where you're trusted to manage your clients, time and workload like a true professional?

This opportunity could be exactly what you've been waiting for. What's great about this Private Client Tax Manager role? This is a rare chance to join a specialist advisory‑led tax firm built around quality, trust and long‑term thinking – not volume or timesheets. What you'll actually care about:
Advisory‑first role – focused on complex Private Client & OMB planning, not compliance churn;
No timesheets. Ever. Outcomes matter more than hours logged;
True flexibility – hybrid working, part‑time and non‑standard hours genuinely supported;
Calm, respectful culture – thinking time is valued, not rushed. This is a firm where professionalism, clarity and kindness are central to how people work together.

You'll take ownership of a portfolio of Private Client and OMB relationships, leading on bespoke, long‑term planning and acting as a trusted adviser. Your work will centre around:

• Inheritance tax and succession planning
• Trust planning and family wealth structuring
• Capital gains tax planning, including business exits and reorganisations
• Residence and domicile advice

You’ll work closely with clients and their wider advisers, with the freedom to shape solutions and manage your workload without unnecessary layers or micromanagement.

• Strong technical grounding in Private Client
• Experience in OMB tax
• ATT and/or CTA qualified
• Comfortable advising directly on IHT, trusts, CGT and residence matters
• Enjoys advisory work, problem‑solving and joined‑up thinking

If you're a Private Client Tax professional looking for a more grown‑up, flexible and advisory‑focused role – let's have a confidential conversation. Get in touch with me at Milan.

Patel@pro‑ / .

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.