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For Companies At a Glance
- Tasks: Lead complex advisory projects and manage a diverse portfolio of high-value clients.
- Company: Respected regional accountancy firm with a strong presence in Yorkshire and the North.
- Benefits: Competitive salary, performance bonus, hybrid working, and generous holiday allowance.
- Why this job: Join a collaborative team and make a real impact on successful entrepreneurs and high-net-worth individuals.
- Qualifications: CTA or equivalent qualification with significant Private Client experience.
- Other info: Excellent career growth opportunities and commitment to diversity and inclusion.
The predicted salary is between 60000 - 85000 £ per year.
Do you want to advise some of the North's most successful entrepreneurs, business owners, and high-net-worth individuals? Do you enjoy leading complex advisory projects and developing high-performing teams? Are you ready to take the next step towards Director within a respected regional firm?
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 will 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 will lead a diverse portfolio of high-value clients, delivering a mix of complex advisory and compliance work. You will 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
To be successful in this role, you will need
- 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
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Manager in Newcastle upon Tyne
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with complex advisory projects and team leadership. We want to see how you can bring value to their firm, so share specific examples of your past successes!
✨Prepare for Interviews
Do your homework before any interview! Research the firm’s recent projects and their approach to private client tax. We want you to come across as genuinely interested and knowledgeable, so prepare some thoughtful questions to ask them too.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Private Client Senior Manager in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Senior Manager role. Highlight your expertise in personal taxation, team management, and client relationships to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about advising high-net-worth individuals and how your background makes you the perfect fit for our team.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it's leading a complex advisory project or mentoring a team, we want to see how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our collaborative team!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around IHT, CGT, and residence matters. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Leadership Skills
As a Private Client Tax Senior Manager, you'll be expected to lead and mentor a team. Prepare examples of how you've successfully managed teams or projects in the past, highlighting your coaching style and how you've developed others.
✨Build Rapport with Interviewers
This role involves building strong client relationships, so it's crucial to demonstrate your interpersonal skills during the interview. Engage with your interviewers, ask questions, and show genuine interest in their experiences at the firm.
✨Prepare for Business Development Questions
Since you'll be working closely with Partners on business development, think about how you've contributed to growth in previous roles. Be ready to discuss strategies you've implemented or ideas you have for attracting new clients.
