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Private Client Tax Executive

West Midlands Permanent £40,500 - £49,500 per year View Job Description
The Private Client Tax Executive will provide high-quality tax advice and compliance services to a varied portfolio of clients within the professional services industry. This role offers an excellent opportunity to specialise in private client tax within a supportive and collaborative environment
  • Newly Created Private Client Tax Senior
  • National Firm- Birmingham

About Our Client

This professional services firm is a well-established and highly regarded organisation, recognised for its expertise in tax and advisory services. Operating as a medium-sized company, they deliver tailored solutions to clients across a range of sectors.

Job Description

  • Prepare and review personal tax returns for a range of clients, ensuring accuracy and compliance with legislation.
  • Advise clients on tax-efficient planning opportunities and inheritance tax strategies.
  • Handle queries from HMRC and assist clients in resolving tax disputes effectively.
  • Support the team with complex technical tax research and reporting requirements.
  • Build and maintain strong relationships with clients, ensuring their needs are consistently met.
  • Identify opportunities to improve processes and deliver enhanced client services.
  • Provide guidance and mentorship to junior team members within the tax department.
  • Stay updated on changes in tax legislation and its impact on private clients.

The Successful Applicant

A successful Private Client Tax Executive should have:

  • Relevant tax qualifications, such as ATT or CTA, or equivalent experience in private client tax.
  • Strong knowledge of UK personal tax legislation and compliance processes.
  • Experience in working with high-net-worth individuals and private clients.
  • Excellent attention to detail and the ability to manage multiple tasks effectively.
  • Proven ability to communicate complex tax matters clearly and confidently to clients.
  • A proactive approach to problem-solving and delivering client-focused solutions.

What's on Offer

  • Competitive salary range of £40,500 to £49,500, based on experience and qualifications.
  • Generous holiday allowance to support a healthy work-life balance.
  • Opportunities for professional development and career progression within the tax department.
  • A collaborative company culture with a focus on employee well-being and support.



If you are a motivated tax professional looking to specialise in private client tax within the professional services industry, we encourage you to apply today!

Contact
Edward Starkey
Quote job ref
JN-072025-6781623
Phone number
+44 121 634 6920

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
West Midlands
Contract type
Permanent
Consultant name
Edward Starkey
Consultant phone
+44 121 634 6920
Job reference
JN-072025-6781623