Private Client Tax Senior Manager
Location: Newcastle
Salary: £70,000 – £85,000 + bonus, hybrid working, excellent benefits.
Benefits
- Competitive salary up to £85,000 + performance bonus
- Private medical insurance & life assurance
- Hybrid & flexible working model
- Generous holiday allowance + option to purchase additional days
- Pension contribution, cycle-to-work scheme & season ticket loan
- Fully funded CPD and structured leadership development
About the firm
Our client is a well-established regional accountancy and advisory firm with a strong presence across Yorkshire and the North. Their Private Client Tax team is a cornerstone, advising HNWIs, entrepreneurs, and family offices on all aspects of personal taxation, including residence and domicile, inheritance tax, capital gains, and succession planning.
Role responsibilities
- Lead complex advisory projects across residence & domicile, IHT, CGT, and succession planning
- Manage and review a portfolio of HNW and UHNW client work
- Build strong client relationships and support new business initiatives
- Coach and develop Managers and Assistant Managers within the team
- Ensure technical excellence and compliance with all relevant legislation
- Work closely with Partners to drive growth and maintain the firm’s reputation for quality
Requirements
- CTA or equivalent qualification (ACA, ACCA, STEP advantageous)
- Significant Private Client / Personal Tax experience within practice
- Strong technical knowledge across IHT, CGT, residence, and domicile matters
- Proven track record in managing teams and leading advisory projects
- Excellent communication, leadership, and client relationship skills
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 your recruitment process enables you to present yourself in a way that makes you comfortable.
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