At a Glance
- Tasks: Lead complex tax advisory projects and mentor talented professionals.
- Company: Respected accountancy firm with ambitious growth plans.
- Benefits: Competitive salary, hybrid working, and extensive professional development.
- Other info: Exceptional career progression opportunities to Director and beyond.
- Why this job: Shape the future of Private Client Tax and influence strategic growth.
- Qualifications: CTA qualified with 8+ years in Private Client Tax.
The predicted salary is between 75000 - 95000 £ per year.
Salary: £75,000+ & Leadership & Director Progression Opportunities
Location: Northallerton Area | Hybrid Working
Shape the Future of a Growing Private Client Tax Practice
Are you an experienced Private Client Tax professional ready to take on a senior leadership role with genuine influence, autonomy, and progression potential? Our client is a highly respected accountancy and advisory firm with ambitious growth plans and a market-leading reputation for delivering trusted advice to entrepreneurs, business owners, high-net-worth individuals, families, trusts and estates. Due to continued growth, our client is seeking an accomplished Private Client Senior Tax Manager to join their Northallerton office.
This is an outstanding opportunity to lead complex advisory projects, drive business development, mentor talented tax professionals and play a key role in the future growth of the Tax Consultancy practice. If you are looking for a role that combines technical excellence, client leadership and strategic influence, this could be the ideal next step in your career.
The Opportunity:
As a senior member of the Tax Consultancy team, you will lead the delivery of complex advisory projects while supporting the firm's wider growth and development objectives.
Key Responsibilities
- Lead and deliver a wide range of Private Client Tax advisory projects
- Provide bespoke advice relating to:
- Inheritance Tax (IHT)
- Capital Gains Tax (CGT)
- Income Tax Planning
- Trusts and Estates
- Succession Planning
- Family Wealth Preservation
- Business Asset Disposal Relief
- Property Tax Matters
- Work closely with Tax Partners to develop and implement strategic tax solutions
- Identify planning opportunities across the existing client portfolio
- Manage client relationships and act as the primary adviser on advisory engagements
- Prepare and agree project scopes, budgets and fee proposals
- Ensure appropriate risk management and quality control procedures are followed
- Support multi-disciplinary projects alongside Audit, Business Services, Financial Planning and Corporate Finance teams
- Drive business development initiatives and contribute towards office and service line growth targets
- Mentor, coach and develop Tax Seniors and Assistant Managers
- Undertake formal line management responsibilities and support talent development across the team
Candidate Profile
We are seeking a highly technical and commercially aware tax professional who can act as a trusted adviser to both clients and colleagues.
Essential Requirements
- CTA qualified (or equivalent professional tax qualification)
- 8+ years' UK Practice experience within Private Client Tax
- Proven experience delivering complex tax advisory assignments
- Strong knowledge of:
- Inheritance Tax (IHT)
- Capital Gains Tax (CGT)
- Income Tax Planning
- Trusts and Estates
- Succession and Wealth Planning
- Experience managing high-net-worth individuals, business owners and complex family structures
- Strong commercial awareness and business development capability
- Experience managing budgets, fee targets and project profitability
- Proven staff management and team leadership experience
- Excellent client-facing, presentation and communication skills
- Ability to manage multiple projects and competing priorities effectively
Desirable Requirements
- STEP qualification or membership
- Experience working with landed estates, family investment companies or complex trust structures
- Strong professional network within the Yorkshire and North East market
- Experience supporting strategic growth initiatives and winning new advisory work
Career Progression & Leadership Opportunities
This role offers exceptional long-term career prospects within a growing and ambitious professional services firm.
Future Opportunities Include
- Progression to Private Client Tax Director
- Potential route towards Partnership
- Strategic influence over the development of the Private Client Tax offering
- Greater involvement in firm-wide leadership and business growth initiatives
- Development of specialist technical expertise and thought leadership profile
- Access to structured leadership, management and technical development programmes
Salary & Benefits Package
Our client offers a highly competitive remuneration package designed to attract and retain top-tier tax professionals.
Salary £75,000 – £95,000 per annum
Benefits
- Employer pension scheme with life assurance (4x salary) and income protection
- 25 days annual leave plus bank holidays
- Option to purchase up to 5 additional days' annual leave
- Hybrid working and flexible working policy
- Health cash plan with medical benefits and retail discounts
- Employee Assistance Programme providing confidential 24/7 support
- Paid professional subscriptions and membership fees
- Comprehensive CPD and technical training support
- Annual flu vaccinations and eye care support
- Employee referral scheme offering rewards of up to £2,500
- Client referral incentive scheme
- Investment in leadership and career development
- Modern collaborative working environment
Why Join Our Client?
- Join a growing Tax Consultancy team with ambitious expansion plans
- Work on complex, intellectually stimulating advisory projects
- Build relationships with high-quality private clients and business owners
- Play a key role in shaping the future of the Private Client Tax offering
- Benefit from genuine progression opportunities to Director and beyond
- Be part of a firm that values professionalism, integrity, collaboration and long-term client relationships
If you are an experienced Private Client Tax Senior Manager looking for a leadership opportunity with genuine autonomy, influence and progression potential, we would be delighted to speak with you.
Private Client Senior Tax Manager in Northallerton employer: Hawthorne-finch Talent Solutions
Hawthorne-Finch Talent Solutions is an exceptional employer, offering a dynamic work culture that values autonomy and high standards of client care. Located in Leeds, the firm provides its employees with competitive salaries, generous holiday allowances, and a health cash plan, alongside ample opportunities for professional growth and development. Joining this team means being part of a supportive environment where your contributions are recognised and encouraged.
Contact Details:
Hawthorne-finch Talent Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Tax Manager in Northallerton
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Hawthorne-finch Talent Solutions, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Senior Tax Manager in Northallerton
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Hawthorne-finch Talent Solutions's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Hawthorne-finch Talent Solutions. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Hawthorne-finch Talent Solutions!
How to prepare for a job interview at Hawthorne-finch Talent Solutions
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Hawthorne-finch Talent Solutions.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Hawthorne-finch Talent Solutions. It helps to show our commitment!
