Private Client Tax Senior

Location Newcastle upon Tyne
Discipline: Public Practice
Job type: Permanent
Contact name: Laura

Contact email: laura@sirecruitment.com
Job ref: 23960
Published: 22 days ago

Private Client Tax Senior Manager

Salary: Competitive + Excellent Benefits
Location: Newcastle | Hybrid & Flexible Working Available

Are you an experienced Private Client Tax professional looking for a senior opportunity where you can deliver specialist advice, develop strong client relationships and play a key role in the continued growth of a successful tax team?

We are seeking a Private Client Tax Senior Manager to join an expanding tax function. This is an excellent opportunity for a technically strong tax adviser who enjoys working with complex client matters, delivering bespoke tax solutions and supporting the development of colleagues within a collaborative and ambitious environment.

You will work closely with senior stakeholders and a varied portfolio of private clients, providing proactive tax advice while contributing to business development and the continued success of the wider tax team.

The Role

As a Private Client Tax Senior Manager, you will take responsibility for managing client relationships, delivering advisory projects and supporting the growth of the private client tax offering.

Key responsibilities will include:

  • Providing specialist private client tax advice to individuals, families and business owners.

  • Supporting the delivery of complex tax planning and advisory assignments.

  • Identifying opportunities to provide proactive tax solutions across an existing client portfolio.

  • Managing a portfolio of clients and acting as a trusted adviser on a wide range of personal tax matters.

  • Preparing proposals, scopes of work and budgets for advisory assignments.

  • Ensuring all client work is delivered to a high technical standard and within agreed deadlines.

  • Managing risk and ensuring appropriate review procedures are followed across all projects.

  • Working collaboratively with colleagues across tax, accounts and advisory teams to deliver a comprehensive service.

  • Supporting business development activity through networking, client meetings and identifying new opportunities.

  • Managing, coaching and developing junior members of the tax team.

  • Supporting the continued development and growth of the private client tax service line.

About You

We are looking for an experienced tax professional with:

  • CTA qualification (or equivalent) successfully completed.

  • Strong experience within private client tax advisory work, ideally gained within an accountancy practice environment.

  • Excellent technical knowledge and the ability to provide commercially focused tax advice.

  • Experience managing complex client relationships and delivering high-quality advisory services.

  • Previous experience leading, mentoring or developing junior team members.

  • Strong communication skills with the ability to build relationships with clients and colleagues at all levels.

  • Excellent organisational skills with the ability to manage multiple priorities and deadlines.

  • A proactive approach with the ability to identify opportunities and contribute to business growth.

What's on Offer

  • Competitive salary with an excellent benefits package.

  • Hybrid and flexible working arrangements.

  • Opportunity to work with a diverse and interesting private client portfolio.

  • Genuine career progression within a growing tax team.

  • Investment in professional development and technical training.

  • A supportive and collaborative working environment.

  • The opportunity to play a key role in shaping and developing a successful private client tax offering.

This is an excellent opportunity for an experienced Private Client Tax Manager or Senior Manager looking for a role offering technical challenge, client ownership and the opportunity to make a significant impact within a growing advisory team.