Tax | Private Client Compliance Manager

Price Waterhouse Coopers Llp; Birmingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading professional services firm in Birmingham is seeking a tax compliance specialist to manage client relationships and ensure compliance with UK tax laws. The ideal candidate will possess a relevant tax qualification and have experience in managing client portfolios. Responsibilities include reviewing tax returns, advising on compliance issues, and mentoring junior staff. This role offers a chance to enhance client skills within a respected team.

Qualifications

• Possess a tax professional qualification (e.g. ACA, ATT, CTA, CA, ACCA or equivalent).
• Experience in partner/partnership taxation.
• Experience managing client portfolios.
• Senior stakeholder management capabilities.
• Experience in managing teams.

Responsibilities

• Review complex personal tax returns ensuring accuracy and compliance.
• Act as primary contact for a client portfolio, coaching a team.
• Support financial management of client engagements, raising invoices.
• Coordinate with PwC relationship managers and teams.
• Stay updated on UK and US tax law changes.
• Build internal and external networks to support business growth.
• Manage compliance-related advisory work and provide referrals.
• Ensure adherence to risk management policies.

Skills

Tax professional qualification

Experience in partner/partnership tax

Client portfolio management

Stakeholder management

Team management experience

Education

Tax professional qualification (e.g. ACA, ATT, CTA, CA, ACCA)

Job description

About the Role

Our specialist tax compliance team is responsible for ensuring UK compliance and managing client relationships on behalf of partners at some of the largest firms both in the UK and internationally. This diverse and dynamic client base offers an excellent platform for prospective candidates to enhance their client relationship skills while delivering high-quality compliance work and ad hoc consultancy within a well-respected team.

What your days will look like

You will have the opportunity to work with a variety of clients, focusing on areas such as personal tax compliance, tax reserving, and internationally headquartered firms including US-based companies. Your role will involve liaising with client finance teams and attending partner surgery days. You will also manage a broad range of complex compliance requirements throughout the annual compliance cycle, including the preparation and completion of self-assessment tax returns.

Key Responsibilities

• Tax Compliance Management: Review complex personal tax returns and calculations prepared by junior team members, ensuring accuracy and timely compliance with filing and payment deadlines.

• Stakeholder/People Management: Serve as the primary contact for a client portfolio whilst coaching and mentoring a team.

• Financial Oversight: Support financial management of client engagements by maintaining efficiency, managing work in progress, identifying opportunities, and raising invoices.

• Internal Collaboration: Coordinate and communicate effectively with PwC relationship managers, teams, and offices.

• Technical Development: Stay updated on UK and US tax law changes, deepen expertise in partner and partnership taxation, and build reputation as a technical specialist.

• Network Development: Build internal and external networks to enhance reputation, identify client opportunities, and support business growth.

• Compliance Advisory: Manage compliance-related advisory work including projections, modelling, tax reserving, and provide referrals for specialist advice when needed.

• Risk Management: Ensure strict adherence to all internal and external risk management policies and procedures.

The skills and experience we’re looking for

• You possess a tax professional qualification (e.g. ACA, ATT, CTA, CA, ACCA (or an international equivalent)

• Experience in partner/partnership tax.

• Experience in managing a client portfolio.

• Senior stakeholder Management

• Previous experience managing teams