Private Client Tax Manager — Lead Advisory & Growth

Sumer Group Holdings Limited; Newcastle upon Tyne; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy firm in Newcastle upon Tyne is seeking an experienced Private Client Tax Manager. The role involves managing a portfolio of clients, providing strategic tax planning advice, and leading a team. Ideal candidates should have strong tax knowledge, relevant qualifications, and experience in client management. This position focuses on compliance and advisory services, aiming to enhance client relationships and team development.

Qualifications

• Proven experience in a private client tax managerial role.
• Deep understanding of tax law and regulations related to personal tax compliance.
• Strong experience in managing client relationships.

Responsibilities

• Manage all aspects of a portfolio of private clients.
• Provide strategic commercial advice on tax planning.
• Develop new client relationships and business opportunities.

Skills

Client advisory experience

Leadership skills

Tax compliance knowledge

Analytical skills

Problem-solving

Communication skills

Education

Relevant professional qualifications (e.g., ACA, ACCA, CTA)

Tools

Tax software (CCH)

Tax research platforms (e.g., Croner-i/LexisNexis)

Job description

A leading accountancy firm in Newcastle upon Tyne is seeking an experienced Private Client Tax Manager. The role involves managing a portfolio of clients, providing strategic tax planning advice, and leading a team. Ideal candidates should have strong tax knowledge, relevant qualifications, and experience in client management. This position focuses on compliance and advisory services, aiming to enhance client relationships and team development.