Private Client Tax Manager – Newcastle
Newcastle | Full-Time | Hybrid & Flexible Working | Competitive Salary + Benefits
Keywords: Private Client Tax Manager, Tax Manager, Personal Tax Manager, Private Client Tax, HNW Tax, Personal Tax, Trusts, Inheritance Tax, Capital Gains Tax, International Tax, Estate Planning, OMB, CTA, ACA, ACCA, CCH, Accountancy Practice, Newcastle
We're recruiting an experienced Private Client Tax Manager to join a growing accountancy practice in Newcastle.
This is an excellent opportunity for a CTA, ACA or ACCA-qualified tax professional with strong private client experience who is looking for a senior, client-facing role combining personal tax compliance, tax advisory, HNW clients and team leadership.
You'll manage a portfolio of private clients, build trusted relationships and provide commercially focused advice across a broad range of personal and family tax matters.
Key Responsibilities
- Manage a portfolio of private clients, HNWIs and owner-managed business owners
- Review and oversee personal tax compliance and Self Assessment returns
- Act as a key client contact and trusted tax adviser
- Provide tax planning and advisory support across complex client affairs
- Advise on residence, domicile and international tax matters
- Provide advice on trust structures and offshore/UK tax planning
- Advise on Inheritance Tax, estate planning and wealth transfer
- Support family businesses with tax-efficient extraction and succession planning
- Work alongside financial advisers on wider wealth management strategies
- Liaise with HMRC and other professional advisers where required
- Identify tax risks and ensure technically robust and compliant advice
- Support business development and the growth of the private client tax service
- Manage budgets, fee quotes, recoveries and billing across the portfolio
About You
- CTA, ACA or ACCA qualified (or equivalent)
- Proven experience in a private client tax managerial role
- Strong UK personal tax compliance experience
- Experience providing personal tax advisory and planning services
- Strong knowledge of CGT, IHT, trusts, residence and domicile
- Experience advising HNWIs and owner-managed businesses
- International tax experience advantageous
- Strong client relationship and project management skills
- Commercially aware with experience managing fees, budgets and billing
- Excellent communication and leadership skills
- Experience mentoring and developing junior team members
- CCH experience advantageous, alongside Croner-i or LexisNexis
- Proactive, analytical and confident dealing with complex tax matters
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits
- Senior client-facing private client role
- Exposure to HNWIs, trusts and complex tax planning
- International and cross-border tax exposure
- Leadership and team management responsibility
- Professional development and training
- Clear career progression
- Supportive and collaborative working environment
Location
Newcastle upon Tyne, North East
The role can also offer flexibility across Newcastle, Durham and Hexham, subject to business requirements.
Commutable from Gateshead, Sunderland, Durham, Washington, Hexham, North Shields, South Shields and surrounding areas.
Apply today for a confidential discussion with Jack Wood on or
