At a Glance
- Tasks: Lead complex tax advisory projects and manage a diverse portfolio of high-value clients.
- Company: Established regional accountancy firm with a strong presence in Yorkshire and the North.
- Benefits: Competitive salary up to £85,000, performance bonus, hybrid working, and generous holiday allowance.
- Other info: Excellent career development opportunities and a commitment to diversity and inclusion.
- Why this job: Join a collaborative team and make a real impact on high-net-worth clients' financial strategies.
- Qualifications: CTA or equivalent qualification with significant Private Client tax experience.
The predicted salary is between 70000 - 85000 £ per year.
Private Client Tax Senior Manager – Regional Accountancy Firm Newcastle
£70,000 - £85,000 + Bonus + Hybrid Working + Excellent 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
Your new 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 of the business – advising HNWIs, entrepreneurs, and family offices on all aspects of personal taxation, including residence and domicile, inheritance tax, capital gains, and succession planning. You'll be joining a collaborative, forward‑thinking practice that values expertise, innovation, and long‑term relationships.
Your new role
As a Private Client Tax Senior Manager, you'll lead a diverse portfolio of high‑value clients, delivering a mix of complex advisory and compliance work. You'll manage and mentor a growing team, oversee quality delivery, and work closely with Partners on business development and strategic client initiatives.
Key responsibilities
- Leading complex advisory projects across residence & domicile, IHT, CGT, and succession planning
- Managing and reviewing a portfolio of HNW and UHNW client work
- Building strong client relationships and supporting new business initiatives
- Coaching and developing Managers and Assistant Managers within the team
- Ensuring technical excellence and compliance with all relevant legislation
- Working closely with Partners to drive growth and maintain the firm’s reputation for quality
Qualifications
- 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
Interested? Contact sam.priday@pro-tax.co.uk or call 07846 741892 to find out more about this opportunity.
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 that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Senior Manager in Newcastle upon Tyne employer: PRO-TAX RECRUITMENT LIMITED
Join a well-established regional accountancy firm in Newcastle, where you will thrive in a collaborative and innovative environment that prioritises employee growth and work-life balance. With competitive salaries, hybrid working options, and a commitment to professional development through fully funded CPD and leadership training, this firm offers an exceptional workplace for those looking to make a meaningful impact in private client tax advisory.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
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