Private Client Senior Manager

Private Client Tax Senior Manager - Regional Accountancy Firm
Newcastle
£70,000 - £85,000 + Bonus + Hybrid Working + Excellent Benefits
Do you want to advise some of the North's most successful entrepreneurs, business owners, and high-net-worth individuals?
Do you enjoy leading complex advisory projects and developing high-performing teams?
Are you ready to take the next step towards Director within a respected regional firm?

Benefits:

• Competitive salary up to £85,000 + performance bonus
• Private medical insurance & life assurance
• Hybrid & flexible working model
• Generous holiday allowance + option to purchase additional days
• Pension contribution, cycle-to-work scheme & season ticket loan
• Fully funded CPD and structured leadership development

Your new firm:
Our client is a well-established regional accountancy and advisory firm with a strong presence across Yorkshire and the North.
Their Private Client Tax team is a cornerstone of the business - advising HNWIs, entrepreneurs, and family offices on all aspects of personal taxation, including residence and domicile, inheritance tax, capital gains, and succession planning.
You'll be joining a collaborative, forward-thinking practice that values expertise, innovation, and long-term relationships.

Your new role:
As a Private Client Tax Senior Manager, you'll lead a diverse portfolio of high-value clients, delivering a mix of complex advisory and compliance work.
You'll manage and mentor a growing team, oversee quality delivery, and work closely with Partners on business development and strategic client initiatives.
Key responsibilities include:

• Leading complex advisory projects across residence & domicile, IHT, CGT, and succession planning
• Managing and reviewing a portfolio of HNW and UHNW client work
• Building strong client relationships and supporting new business initiatives
• Coaching and developing Managers and Assistant Managers within the team
• Ensuring technical excellence and compliance with all relevant legislation
• Working closely with Partners to drive growth and maintain the firm's reputation for quality

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

• CTA or equivalent qualification (ACA, ACCA, STEP advantageous)
• Significant Private Client / Personal Tax experience within practice
• Strong technical knowledge across IHT, CGT, residence, and domicile matters
• Proven track record in managing teams and leading advisory projects
• Excellent communication, leadership, and client relationship skills

Interested?
Contact sam.priday@pro-tax.co.uk or call 07846 741892 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.