Private Client Tax Manager - Newcastle

Oscar Wood; Newcastle upon Tyne; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid & flexible working

Competitive salary & benefits

Professional development

Job summary

Oscar Wood is recruiting an experienced Private Client Tax Manager to join a Newcastle practice. The role combines personal tax compliance, advisory work for HNW clients, and team leadership in a client-facing capacity.

You will manage a portfolio of private clients, review personal tax returns, provide planning for trusts, residence and domicile, and supervise junior staff. Hybrid working in Newcastle with flexible options and clear opportunities for professional development.

Qualifications

• CTA, ACA or ACCA qualified (or equivalent).
• Proven experience in a private client tax managerial role.
• Strong UK personal tax compliance experience and planning.
• Experience advising HNWIs and owner-managed businesses.
• International tax experience advantageous.

Responsibilities

• Manage a portfolio of private clients including HNWIs and owner-managed businesses.
• Review and oversee personal tax compliance and Self Assessment returns.
• Act as key client contact and trusted tax adviser.
• Provide tax planning and advisory support across complex client affairs.
• Advise on residence, domicile and international tax matters.
• Lead and develop junior team members and manage budgets.

Skills

Private client tax management

Client relationship skills

Leadership & mentoring

Budgeting & billing

Tax advisory

Education

CTA/ACA/ACCA qualification

Tools

CCH

Croner-i

LexisNexis

Job description

Job Description

Private Client Tax Manager – Newcastle

Newcastle | Full-Time | Hybrid & Flexible Working | Competitive Salary + Benefits

Keywords: Private Client Tax Manager, Tax Manager, Personal Tax Manager, Private Client Tax, HNW Tax, Personal Tax, Trusts, Inheritance Tax, Capital Gains Tax, International Tax, Estate Planning, OMB, CTA, ACA, ACCA, CCH, Accountancy Practice, Newcastle

We're recruiting an experienced Private Client Tax Manager to join a growing accountancy practice in Newcastle.

This is an excellent opportunity for a CTA, ACA or ACCA-qualified tax professional with strong private client experience who is looking for a senior, client-facing role combining personal tax compliance, tax advisory, HNW clients and team leadership.

You'll manage a portfolio of private clients, build trusted relationships and provide commercially focused advice across a broad range of personal and family tax matters.

Key Responsibilities

• Manage a portfolio of private clients, HNWIs and owner-managed business owners
• Review and oversee personal tax compliance and Self Assessment returns
• Act as a key client contact and trusted tax adviser
• Provide tax planning and advisory support across complex client affairs
• Advise on residence, domicile and international tax matters
• Provide advice on trust structures and offshore/UK tax planning
• Advise on Inheritance Tax, estate planning and wealth transfer
• Support family businesses with tax-efficient extraction and succession planning
• Work alongside financial advisers on wider wealth management strategies
• Liaise with HMRC and other professional advisers where required
• Identify tax risks and ensure technically robust and compliant advice
• Support business development and the growth of the private client tax service
• Manage budgets, fee quotes, recoveries and billing across the portfolio

About You

• CTA, ACA or ACCA qualified (or equivalent)
• Proven experience in a private client tax managerial role
• Strong UK personal tax compliance experience
• Experience providing personal tax advisory and planning services
• Strong knowledge of CGT, IHT, trusts, residence and domicile
• Experience advising HNWIs and owner-managed businesses
• International tax experience advantageous
• Strong client relationship and project management skills
• Commercially aware with experience managing fees, budgets and billing
• Excellent communication and leadership skills
• Experience mentoring and developing junior team members
• CCH experience advantageous, alongside Croner-i or LexisNexis
• Proactive, analytical and confident dealing with complex tax matters

What's on Offer

• Hybrid and flexible working
• Competitive salary and benefits
• Senior client-facing private client role
• Exposure to HNWIs, trusts and complex tax planning
• International and cross-border tax exposure
• Leadership and team management responsibility
• Professional development and training
• Clear career progression
• Supportive and collaborative working environment

Location

Newcastle upon Tyne, North East

The role can also offer flexibility across Newcastle, Durham and Hexham, subject to business requirements.

Commutable from Gateshead, Sunderland, Durham, Washington, Hexham, North Shields, South Shields and surrounding areas.