Private Client Tax Manager

Sumer Group Holdings Limited; Hexham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable accountancy firm in Hexham is searching for a Private Client Tax Manager. The successful candidate will manage a diverse portfolio of clients, deliver personalized tax advisory services, and lead the development of team members. This role demands strong technical tax knowledge and the ability to nurture client relationships. Exciting opportunities for strategic involvement are available, ideal for those with a proactive mindset and relevant professional qualifications.

Qualifications

• Proven experience in a private client tax managerial role.
• Strong understanding of tax laws and regulations.
• Experience in managing and developing client relationships.

Responsibilities

• Act as principal manager contact for a portfolio of clients.
• Provide ad hoc advisory services to clients.
• Manage successful delivery of personal tax compliance.

Skills

Private client tax management

Client relationship management

Analytical skills

Leadership skills

Team development

Education

Professional qualifications (e.g., ACA, ACCA, CTA)

Tools

CCH tax software

Croner-i/LexisNexis

Job description

Private Client Tax Manager

Department: Personal Tax

Employment Type: Permanent

Location: Hexham

Description

At RMT, we are a dynamic and forward‑thinking accountancy firm, renowned for delivering high‑quality tax and consulting services in addition to audits to privately owned companies. Our clients are groups, often with an international structure. We partner with a diverse range of clients, helping them navigate complex financial management and compliance challenges. With a client‑centric approach, we provide tailored solutions to meet their unique needs, building long‑term relationships based on trust and expertise.

Role Overview

Due to organic growth and expansion as a result of ongoing acquisitions, we are seeking a Private Client Tax Manager to join our Private Client team. The ideal candidate will possess strong technical tax knowledge and be able to provide strategic commercial advice to clients on tax planning and risk management. You will play a key role in managing client relationships, assisting and leading projects, and contributing to the growth of our private client tax practice.

The role entails managing all day‑to‑day aspects of a portfolio of private clients and, although focused on compliance responsibilities, there will also be opportunities to be involved with leading and supporting tax advisory work. We are flexible on location across our Newcastle, Durham, and Hexham offices.

Key Responsibilities

Management

• Act as principal manager contact for a portfolio of clients within the Private Client Team, taking responsibility for the review process of all compliance work relating to the client’s affairs. This may involve working with other teams and departments.
• Liaise with the Senior Management Team in connection with the management of your client portfolio and development of tax team members as regards productivity, recovery and billing targets and training and development.
• Support the development of team members at all levels including mentoring, assisting in training, undertaking personal development reviews and improving performance and efficiency where relevant.
• Provide timely feedback on work and performance matters.
• Develop new client relationships and assist in business development opportunities generally.
• Be competent in all levels of personal tax and able to identify and provide planning opportunities to our clients. In order to provide an overall holistic approach this will likely include working and co‑ordinating with other teams and departments.

Tax Technical

• Provide ad hoc advisory services to clients. Areas of work focused on our HNWI and OMB clients may well include the following:
• Residence and domicile matters including for those coming to or leaving the UK and planning for clients as regards changes to the remittance basis and the new long‑term residence regime.
• Trust structuring, including the tax implications and benefits of different structures, both offshore and UK.
• International tax planning for clients with cross‑border interests, including understanding and advising on double taxation treaties and foreign tax credits.
• Estate planning to minimise inheritance tax liabilities and ensure efficient wealth transfer.
• In conjunction with the client’s financial advisers, devise wealth management strategies for the preservation and growth of their wealth.
• Family business advisory, including tax efficient extraction, succession planning and governance structures.

Client Management

• Supporting the Senior Management Team in developing and maintaining strong relationships with clients, as trusted adviser, and being able to co‑ordinate and deliver the required services.

Project Management

• Manage the successful delivery of all aspects of the personal tax compliance function for a portfolio of clients.

Team Leadership

• Mentor and develop the Private Client Tax team, ensuring high standards of performance and professional growth.

Risk Management

• Identify and mitigate tax risks for clients, ensuring all work is both technically and ethically compliant having regard to professional standards.

Skills, Knowledge and Expertise

• Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm.
• Relevant professional qualifications (e.g., ACA, ACCA, CTA, or equivalent).
• Deep understanding of all tax law and regulations in relation to personal tax compliance, along with a track record in undertaking client advisory work.
• Strong experience in managing client relationships and leading projects.
• Commercial mindedness and managing the financial aspects of client service, such as the provision of fee quotes, monitoring budgets/recoveries and billing.
• Excellent analytical and problem‑solving abilities, with a strategic mindset.
• Strong leadership skills, with experience in team development and mentoring.
• Ability to work collaboratively in a fast‑paced environment and manage multiple priorities.
• Proficiency in tax software (CCH) and tax research platforms (i.e. Croner‑i/LexisNexis).

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.