Private Client Tax Manager

Incredible opportunity for a Private Client Tax Manager to join a well-established, growing firm of Chartered Accountants based in Newcastle.

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 on tax advisory work.

As a Private Client Tax Manager, your key responsibilities will be:

• Act as principal 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.
• 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 ad hoc advisory services to clients. Areas of work focused on HNWI and OMB clients may well include the following: Residence and domicile matters, trust structuring, international tax planning, Estate planning, wealth management strategies, and succession planning.
• Identify and mitigate tax risks for clients, ensuring all work is both technically and ethically compliant having regard to professional standards.

To qualify for this Private Client Tax Manager role, ideally you will meet the following:

• Proven experience in a private client tax manager / assistant manager role
• ATT, CTA, ACA, or ACCA (or equivalent) qualified
• 3-5+ years’ experience, having worked in an Accountancy firm.
• Experience using CCH would be advantageous
• Strong communication skills, able to simplify complex tax issues for clients.

What’s on offer?

• Cycle to work scheme
• Free parking
• Life insurance 4x salary
• Income protection
• Flexible working options
• Enhanced annual leave
• Salary from £50,000 to £60,000

If you are interested in this Private Client Tax Manager position or would like any further information, please do not hesitate to contact Leah Mason-Wilson at IPS Finance.
IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.