Private Client Tax Manager / Senior Manager / Director
£50-75,000+ | Full-time or 4 days | Permanent
NEWcaSTLE | BGC2391TX
The Firm:
An independent accountancy practice with an excellent reputation for delivering high-quality work to a diverse and loyal client base. With a strong leadership team in place, the firm continues to see growth in demand for its specialist tax advisory services. This opportunity has arisen to further strengthen the team, working closely with the Partners to support and deliver complex advisory projects.
The Role:
This is a senior advisory position, open to experienced managers through to director level, where the main focus is to work alongside the Partner to deliver high-level personal tax advice to a portfolio of SME owners, high-net-worth individuals, and family businesses.
The bulk of the work will be in areas such as:
Inheritance Tax advisory
Agricultural client advisory
Planning ahead for the April 2026 tax changes
Preparing for Making Tax Digital
Private shareholder and family wealth planning
Restructures, liquidations, demergers, and new company structures
Statutory residency tests
Succession planning
Private tax-led transactions
You will be responsible for managing advisory projects from start to finish — taking work won by the Partner and delivering it to the highest standard. This involves overseeing a pool of work, allocating tasks to the wider team, and ensuring deadlines and quality standards are met, rather than managing a traditional portfolio.
A key part of the role will be developing and mentoring team members, sharing your technical knowledge, and helping to enhance their skills. While the ability to generate new work would be advantageous, the primary focus is on delivery and client satisfaction.
Experience Required:
Proven experience in private client tax advisory (manager level or above)
ATT/CTA or ACA/ACCA qualified (or equivalent experience)
Those with Big 4 experience would be of particular interest
Strong technical knowledge across personal tax and ideally some corporate tax
Track record of managing complex projects and advisory assignments
Excellent communication and relationship-building skills
A collaborative and supportive leadership style
Benefits:
Competitive salary (dependent on experience)
Flexible hours and hybrid working
Free car parking
Comprehensive benefits package
Genuine progression opportunities
Exposure to a varied and high-quality client base
This is a rare opportunity to work with a leading tax team on an interesting and diverse range of projects, with scope to shape your role as the team continues to grow.
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.