At a Glance
- Tasks: Deliver bespoke tax advice to high-net-worth clients and manage client relationships.
- Company: Join an award-winning, independent firm with a focus on client service.
- Benefits: Flexible working, competitive salary, and professional development opportunities.
- Other info: Inclusive culture welcoming diverse backgrounds and experiences.
- Why this job: Be part of a dynamic team making a real impact in tax advisory.
- Qualifications: CTA/ACA/ATT/STEP qualified with strong UK personal tax knowledge.
The predicted salary is between 50000 - 85000 £ per year.
This is a standout opportunity to join a fiercely independent, award‑winning firm as a Tax Advisory Manager / Senior Manager in their dynamic and growing Private Client team. Recognised for their strong client relationships, deep technical capability, and personalised service, this firm has a long history of advising high‑net‑worth individuals, business owners, and family enterprises across a wide range of tax matters – including succession planning, trusts, IHT, international and rural tax issues.
This role is ideal for an experienced tax professional ready to move into a more strategic, advisory‑focused position within a collaborative and forward‑thinking environment.
Responsibilities- Deliver bespoke personal tax advice to a diverse portfolio of private clients, including HNWIs, entrepreneurs, and international individuals.
- Advise on residence and domicile, IHT, CGT, succession planning, trusts, transactions, and wealth structuring.
- Oversee and review personal tax compliance, identifying planning opportunities through the process.
- Manage client relationships, acting as a trusted adviser and lead on advisory project delivery.
- Join a fiercely independent practice that puts people and client service at the heart of everything it does.
- Be part of an award‑winning private client team delivering high‑value, bespoke tax advice.
- Work flexibly and with autonomy in a culture that supports professional development and ambition.
- Benefit from structured learning opportunities, leadership development, and access to international networks.
- CTA / ACA / ATT / STEP qualified (or equivalent).
- Strong technical knowledge of UK personal tax, with a clear advisory mindset.
- Experienced in managing client relationships and delivering complex tax advice.
- Track record in reviewing and overseeing compliance work with a strategic lens.
To discuss this opportunity in confidence or to apply, contact Victoria Walker on 0161 5297 109 or email victoria.walker@pro-tax.co.uk.
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.
Tax Advisory Manager in Newcastle upon Tyne employer: PRO-TAX RECRUITMENT LIMITED
Join a fiercely independent and award-winning firm as a Tax Advisory Manager in Scotland, where you will thrive in a collaborative and forward-thinking environment. Enjoy flexible working arrangements, a strong focus on professional development, and the opportunity to deliver bespoke tax advice to high-net-worth individuals and family enterprises. With structured learning opportunities and a commitment to diversity, this firm is dedicated to fostering a culture that supports your career ambitions and personal growth.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax Advisory Manager in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client management skills. Be ready to discuss how you've delivered bespoke tax advice in the past, as this will show you’re the right fit for the role.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. We recommend checking out our website for roles that match your expertise in personal tax and advisory services.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the position and the firm’s culture.
We think you need these skills to ace Tax Advisory Manager in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Tax Advisory Manager role. Highlight your expertise in personal tax, client management, and advisory work to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about tax advisory and how your background makes you the perfect fit for our dynamic team.
Showcase Your Client Relationship Skills:We value strong client relationships, so be sure to include examples of how you've successfully managed clients and delivered bespoke advice in your application. We want to see your advisory mindset in action!
Apply Through Our Website:For the best chance of success, apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on your UK personal tax knowledge. Be ready to discuss specific areas like IHT, CGT, and succession planning. The more you can demonstrate your expertise, the better you'll connect with the interviewers.
✨Showcase Your Advisory Skills
This role is all about providing bespoke advice, so prepare examples of how you've successfully advised clients in the past. Think about situations where you identified planning opportunities or managed complex tax issues.
✨Client Relationship Focus
Since managing client relationships is key, be ready to talk about how you've built trust and rapport with clients. Share stories that highlight your ability to act as a trusted adviser and how you’ve delivered on advisory projects.
✨Embrace the Culture
Research the firm’s culture and values. They pride themselves on being independent and client-focused, so express your enthusiasm for working in a collaborative environment that supports professional development. Show them you're a good fit!
