Private Client Tax Assistant Manager

Private Client Tax Assistant Manager - Regional Firm
Newcastle
£40,000 - £50,000 + Bonus + Hybrid Working + Exceptional Benefits
Do you want to work with some of the UK's most successful entrepreneurs, HNWIs, and family offices?
Do you enjoy complex advisory work and building trusted long-term client relationships?

Benefits:

• Competitive salary up to £50,000
• Bonus scheme
• Private medical insurance & life assurance
• Hybrid & flexible working model
• Generous holiday allowance + option to purchase additional days
• Fully funded training towards CTA and other qualifications
• Cycle-to-work scheme, season ticket loan & more

Your new role: As a Private Client Tax Assistant Manager
, you'll support the delivery of both compliance and advisory work, managing a varied portfolio of HNW and UHNW individuals. You'll be working closely with senior managers and partners on bespoke tax planning projects – including residence and domicile, succession planning, and trusts – while providing mentorship to junior colleagues.

Key responsibilities include:

• Managing a diverse portfolio of private clients and overseeing annual tax compliance
• Reviewing returns, reports, and correspondence to HMRC
• Supporting delivery of advisory projects including residence & domicile, CGT, IHT, and estate planning
• Building strong client relationships and acting as a key point of contact
• Coaching and reviewing work of junior team members
• Collaborating with partners and directors to deliver high-quality client outcomes

To be successful in this role, you'll need:

• CTA, ACA, ACCA, ATT or equivalent qualification (or near completion)
• Experience with in Private Client or Personal Tax, ideally in practice
• Excellent communication and relationship management skills
• Strong technical knowledge across UK personal tax matters
• Ability to manage deadlines and mentor junior staff

Interested?
Contact or call 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.