Private Client Tax Manager

Armstrong Watson LLP; Newcastle upon Tyne; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Manager to join their Newcastle office. This role involves delivering expert Tax Advisory Services and proactive planning to clients while managing projects and mentoring junior staff. The firm values honesty, trust, and passion, providing an environment where your contributions directly impact client success and team development. With a strong focus on employee growth, they offer a competitive salary and a comprehensive benefits package that includes generous annual leave, health support, and professional development opportunities. If you are ready to elevate your career in a supportive and dynamic setting, this opportunity is perfect for you.

Benefits

Salary Sacrifice Pension Scheme

Competitive Annual Leave

Annual Leave Purchase Scheme

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Paid Flu Jabs

Introductory Commission Scheme

Employee Referral Scheme

Ongoing Access to Training Courses

Qualifications

• Minimum of 5 years experience in a Private Client based role.
• Experience leading advisory projects and dealing directly with clients.

Responsibilities

• Deliver Private Client Tax Advisory Services and proactive Tax planning advice.
• Manage service line projects and review work of team members.

Skills

Tax Advisory Services

Client Management

Communication Skills

Teamwork Skills

Project Management

Education

CTA Qualification

Job description

Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues.

With approximately 700 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.

The Role

Our Tax Consultancy service line operates as a national team and supports our clients from all our offices. As a result of continued growth, we are now recruiting for a Private Client Tax Manager, to be based at our Newcastle office.

The main elements of this role will include but not be limited to:

1. Liaising with Armstrong Watson clients and the wider team to deliver Private Client Tax Advisory Services
2. Undertaking new client meetings in relation to Tax Advisory opportunities
3. Delivering proactive Tax planning advice for clients
4. Managing various service line projects, including reviewing the work of other team members
5. Monitoring work in progress, recoveries and billing
6. Having formal line management responsibility of Tax Seniors and Trainees
7. Dealing with ad hoc queries from the wider firm when required

Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.

The Candidate

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

1. CTA qualified and have a minimum of 5 years experience in a Private Client based role
2. Experience of leading advisory projects
3. Knowledgeable and able to provide advice surrounding Agricultural Tax and Trust matters (Desirable)
4. A Full UK Driving Licence (Essential)
5. Experience of dealing directly with clients and ensuring they receive an outstanding level of service
6. Excellent communication skills (both verbal and written) when dealing with clients and colleagues across the firm
7. Great teamwork skills to be able to communicate with your own team as well as the other Armstrong Watson teams across all offices

The Benefits

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

1. Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
2. Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
3. Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
4. Smart Working Policy, giving you the ability to balance home and remote working
5. Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
6. Employee Assistance Programme (24/7 confidential support for wellbeing and health)
7. Paid flu jabs and eye tests
8. Introductory Commission Scheme (financial reward if you refer a new client)
9. Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
10. Ongoing access to online training courses and materials
11. Paid professional membership fees
12. Charity of the Month
13. Colleague of the Month
14. Subsidised social events throughout the year

In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.