Senior Manager - Private Client Tax (Birmingham)

Screened
Birmingham
Posted 3 days ago
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About the role

Senior Manager, Private Client Tax

Join a Team Where Your Impact Is Valued and Your Growth Is Nurtured! The KPMG Private Client tax team is a rapidly expanding and integral part of KPMG's wider tax practice. We are seeking an exceptional Senior Manager in the Midlands to join our dynamic and supportive environment. This is a unique opportunity to work with a team renowned for its collaborative spirit and a firm culture that truly invests in its people.

Job Description

As a Senior Manager, you will lead the delivery of high‑quality tax advice to a distinguished portfolio of high‑net‑worth clients, entrepreneurs, shareholders, and international individuals. Your work will involve sophisticated tax planning and advisory work that sets us apart.

The Opportunity

You will be a key part of the team delivering exceptional client service and actively participating in business development by bringing innovative offerings to the market.

Key Responsibilities

  • Develop and maintain relationships with your portfolio clients, identifying opportunities for new work.
  • Expand your internal and external network to generate new business, focusing on allocated clients and targets.
  • Contribute to the management of the local team, taking responsibility for coaching and developing team members.
  • Cultivate strong relationships with Corporate Finance colleagues to provide joined‑up tax advice to shareholders undergoing transactions.
  • Assess clients' personal tax positions, developing and researching innovative solutions to complex challenges.
  • Project manage the delivery of tax advice and its subsequent implementation.
  • Control the financial aspects of assignments through WIP management and billing.

Qualifications and Skills

  • ACA, CA, CTA, ACCA or equivalent qualification with extensive personal tax knowledge and experience.

Experience and Background

  • Excellent technical specialist knowledge and expertise across all Private Client advisory matters, including shareholder tax planning, transaction‑based advice and advising on key tax reliefs (such as BADR and BPR).
  • A strong commercial awareness that enables confident dialogue with business owners, complementing your technical knowledge.
  • A proven track record of building long‑term client relationships with high‑ranking C‑suite senior executives and shareholders, leading to advisory opportunities.
  • A passion for delivering exceptional service, underpinned by the strength and depth of your client relationships.
  • Demonstrated ability to sustain a high level of drive, enthusiasm, and a positive attitude that inspires the team.
  • A strong team ethic, with the ability to foster growth within your immediate peer group and across the wider firm.
  • A self‑starter who proactively identifies and capitalises on market opportunities to develop new business.

For further information, and to apply, please visit our website via the “Apply” button below.

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