At a Glance
- Tasks: Deliver bespoke tax advice to high-net-worth clients and manage client relationships.
- Company: Award-winning, independent firm with a focus on client service and collaboration.
- Benefits: Competitive salary, flexible working, professional development, and access to international networks.
- Other info: Inclusive workplace that values diversity and supports your career growth.
- Why this job: Join a dynamic team and make a real impact in the world of 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.
As a Tax Advisory Manager, you will:
- 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.
Why join this firm?
- 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.
What you'll need to succeed:
- 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.
Equal Opportunity Employer Statement: 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 that 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
Join a fiercely independent and award-winning firm that prioritises client service and employee development. With a flexible working environment and a strong focus on professional growth, this company offers structured learning opportunities and access to international networks, making it an excellent choice for tax professionals seeking a meaningful career in Scotland.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Advisory Manager in Newcastle upon Tyne
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or even casual meet-ups. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back on showcasing your knowledge. Discuss recent tax changes or share insights on complex tax issues. This will position you as a go-to expert in the field.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to align with their values and needs. Research the company’s culture and client base, and be ready to explain how you can add value to their team.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Tax Advisory Manager role! It shows you’re serious about joining us and makes it easier for us to spot your application.
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 is tailored to the Tax Advisory Manager role. Highlight your relevant experience in personal tax and client management, and don’t forget to showcase your qualifications like CTA or ACA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your advisory mindset and how you’ve successfully managed client relationships in the past.
Showcase Your Technical Knowledge:In your application, demonstrate your strong technical knowledge of UK personal tax. Be specific about your experience with IHT, CGT, and other relevant areas to show you’re ready for the challenges ahead.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our award-winning team!
How to prepare for a job interview at Pro-Tax
✨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 interviewers will want to see that you can not only talk the talk but also walk the walk when it comes to complex tax matters.
✨Showcase Your Advisory Skills
Prepare examples of how you've delivered bespoke tax advice in the past. Think about situations where you’ve identified planning opportunities or managed client relationships effectively. This is your chance to demonstrate your strategic mindset and advisory capabilities.
✨Understand Their Culture
Research the firm’s values and culture. They pride themselves on client service and professional development, so be ready to discuss how you align with these principles. Showing that you fit into their collaborative environment can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the firm. Inquire about their approach to client relationships or how they support career development. This not only demonstrates your enthusiasm but also helps you gauge if this is the right place for you.
