Personal Tax Manager
£45-55,000pa | Full-time | Permanent
NEWcaSTLE | BGC2410
The Firm:
Are you a qualified ACA or CTA looking for your next career move in a firm that knows how to balance professional excellence with a bit of fun? This is an exciting opportunity to join a modern, expanding accountancy practice with a fantastic reputation in the North East and beyond—a great place to be at this moment in time.
The Role:
We are looking for a Private Client Tax Manager who is ambitious, professional, and ready to grow. This role has a strong succession planning element, giving you the chance to learn from a senior management team with a wealth of experience and prepare yourself for progression to Senior Manager and Director level.
As part of this role, you will:
Oversee and manage a portfolio of private client tax work, including IHT, income tax, and capital gains.
Provide advisory and planning support to clients while shadowing and learning from the senior management team. You do not need to be an expert at this stage, but a foundation of knowledge is required.
Manage the preparation and review of complex tax returns for individuals.
Support junior team members, providing guidance and mentoring to develop their technical and client-facing skills.
Ensure compliance with relevant tax legislation and regulatory requirements.
Identify opportunities to add value to clients through proactive tax planning and advisory work.
Contribute to business development initiatives and support the continued growth of the private client team.
Experience Required:
ACA or CTA qualification (fully or near-qualified).
Experience in private client taxation, including IHT, income tax, capital gains.
Exposure to advisory and planning work, ideally with experience in complex returns.
Strong technical knowledge and the ability to manage compliance efficiently.
Experience mentoring or managing junior staff is desirable.
Ambition to progress into senior leadership roles, potentially heading the department in the future.
A proactive, client-focused approach and strong interpersonal skills.
Benefits:
This is a unique opportunity to join a firm that is investing in its people, offering the chance to learn from senior leaders, develop your own expertise, and take a long-term leadership role within a growing, highly respected practice.
If you are ready to combine technical excellence with real career progression in a supportive, professional, and fun environment, we want to hear from you. A comprehensive benefits package is available as standard. Hybrid working.
If you can’t quite see what you are looking for, please get in touch so we can understand more about the best way to help you.