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Private Client Tax Manager

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Job Type

Permanent

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Salary Range

Unspecified

Description

We are proud to be supporting a leading firm of Chartered Accountants in Newcastle upon Tyne in their search for an experienced and technically accomplished Private Client Tax Manager to join a well-established and highly regarded tax team. This is a role that combines genuine technical depth with a high-quality client base and a firm that has built a strong reputation in the North East market, offering flexible working, a company pension, and much more for the right individual.

Crowe Watson Recruitment works exclusively within the accountancy profession, and that singular focus is something that makes a genuine difference to the quality of the service candidates receive. The team has a thorough understanding of the private client tax market across the North East and beyond, and approaches every search with the same level of care, diligence, and honesty that has earned Crowe Watson a reputation as one of the most trusted names in specialist accountancy recruitment across the UK. If you are considering your options, a conversation with Crowe Watson is always time well spent.

As Private Client Tax Manager, you will take ownership of a varied and prestigious portfolio of high-net-worth individuals, trusts, and estates, delivering expert compliance and advisory services across a broad range of complex personal tax matters. Newcastle upon Tyne has a thriving and diverse business community, and the firm’s private client base reflects the depth and quality of wealth management and professional advisory work available in the region. Working closely with partners and senior stakeholders, you will also play a meaningful role in developing the junior members of the team and contributing to the continued growth and success of a practice that has a genuine and exciting future ahead of it. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.

Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.

Key Responsibilities
Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates
Delivering expert advice across income tax, capital gains tax, and inheritance tax
Reviewing self-assessment tax returns and overseeing the compliance process
Building and maintaining strong, trusted client relationships as a key point of contact
Mentoring and supporting the development of junior members of the tax team
Liaising with HMRC on client matters including enquiries and investigations

Requirements
CTA and/or ACA/ACCA qualified with a strong private client tax background
At least five years' experience working within a UK Practice environment
Proven experience managing a portfolio of private clients with technical accuracy and confidence
Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a confident client-facing manner
Organised, detail-oriented, and able to manage competing deadlines effectively