Private Client Tax Lead — Hybrid & Growth Path

Pro-Tax; Newcastle upon Tyne; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

Pro-Tax in Newcastle seeks a Private Client Senior Manager to lead a portfolio of high-net-worth clients, delivering UK and international personal tax advisory and compliance services. You will manage client relationships as the main contact for queries and HMRC, attending meetings with partners and senior leaders.

With ACA/CTA/ACCA qualifications, you will mentor junior staff, contribute to team development, and participate in local business development.

Qualifications

• Experience in UK Private Client tax advisory projects.
• Ability to manage deadlines and client needs.
• Willingness to mentor junior staff and contribute to a positive team environment.

Responsibilities

• Support a diverse portfolio of high-net-worth and ultra-high-net-worth clients with UK and international personal tax compliance and advisory services.
• Managing client relationships and acting as a key point of contact for queries and HMRC correspondence.
• Attend client meetings alongside partners and senior leaders.
• Contribute to team discussions and support juniors with reviews and technical training.
• Participate in local business development.

Skills

Client relationship management

UK Private Client tax

Tax advisory

Education

ACA/CTA/ACCA qualified

Job description

Pro-Tax in Newcastle seeks a Private Client Senior Manager to lead a portfolio of high-net-worth clients, delivering UK and international personal tax advisory and compliance services. You will manage client relationships as the main contact for queries and HMRC, attending meetings with partners and senior leaders.

With ACA/CTA/ACCA qualifications, you will mentor junior staff, contribute to team development, and participate in local business development.