Private Client Senior Tax Manager

Job Description

Private Client Senior Tax Manager Salary: 75000 & Leadership & Director Progression OpportunitiesLocation: Northallerton Area Hybrid Working

Shape the Future of a Growing Private Client Tax Practice

Are you an experienced Private Client Tax professional ready to take on a senior leadership role with genuine influence autonomy and progression potential

Our client is a highly respected accountancy and advisory firm with ambitious growth plans and a market-leading reputation for delivering trusted advice to entrepreneurs business owners high-net-worth individuals families trusts and estates.

Due to continued growth our client is seeking an accomplished Private Client Senior Tax Manager to join their Northallerton office. This is an outstanding opportunity to lead complex advisory projects drive business development mentor talented tax professionals and play a key role in the future growth of the Tax Consultancy practice.

If you are looking for a role that combines technical excellence client leadership and strategic influence this could be the ideal next step in your career.

The Opportunity: Private Client Senior Tax Manager

As a senior member of the Tax Consultancy team you will lead the delivery of complex advisory projects while supporting the firms wider growth and development objectives.

Key Responsibilities

• Lead and deliver a wide range of Private Client Tax advisory projects
• Provide bespoke advice relating to:
  • Inheritance Tax (IHT)
  • Capital Gains Tax (CGT)
  • Income Tax Planning
  • Trusts and Estates
  • Succession Planning
  • Family Wealth Preservation
  • Business Asset Disposal Relief
  • Property Tax Matters
• Work closely with Tax Partners to develop and implement strategic tax solutions
• Identify planning opportunities across the existing client portfolio
• Manage client relationships and act as the primary adviser on advisory engagements
• Prepare and agree project scopes budgets and fee proposals
• Ensure appropriate risk management and quality control procedures are followed
• Support multi-disciplinary projects alongside Audit Business Services Financial Planning and Corporate Finance teams
• Drive business development initiatives and contribute towards office and service line growth targets
• Mentor coach and develop Tax Seniors and Assistant Managers
• Undertake formal line management responsibilities and support talent development across the team

Candidate Profile

We are seeking a highly technical and commercially aware tax professional who can act as a trusted adviser to both clients and colleagues.

Essential Requirements

• CTA qualified (or equivalent professional tax qualification)
• 8 years UK Practice experience within Private Client Tax
• Proven experience delivering complex tax advisory assignments
• Strong knowledge of:
  • Inheritance Tax (IHT)
  • Capital Gains Tax (CGT)
  • Income Tax Planning
  • Trusts and Estates
  • Succession and Wealth Planning
• Experience managing high-net-worth individuals business owners and complex family structures
• Strong commercial awareness and business development capability
• Experience managing budgets fee targets and project profitability
• Proven staff management and team leadership experience
• Excellent client-facing presentation and communication skills
• Ability to manage multiple projects and competing priorities effectively

Desirable Requirements

• STEP qualification or membership
• Experience working with landed estates family investment companies or complex trust structures
• Strong professional network within the Yorkshire and North East market
• Experience supporting strategic growth initiatives and winning new advisory work

Career Progression & Leadership Opportunities

This role offers exceptional long-term career prospects within a growing and ambitious professional services firm.

Future Opportunities Include

• Progression to Private Client Tax Director
• Potential route towards Partnership
• Strategic influence over the development of the Private Client Tax offering
• Greater involvement in firm-wide leadership and business growth initiatives
• Development of specialist technical expertise and thought leadership profile
• Access to structured leadership management and technical development programmes

Salary & Benefits Package

Our client offers a highly competitive remuneration package designed to attract and retain top-tier tax professionals.

Salary

• per annum
• Performance-related progression opportunities
• Hybrid and flexible working arrangements

Benefits

• Employer pension scheme with life assurance (4x salary) and income protection
• 25 days annual leave plus bank holidays
• Option to purchase up to 5 additional days annual leave
• Hybrid working and flexible working policy
• Health cash plan with medical benefits and retail discounts
• Employee Assistance Programme providing confidential 24/7 support
• Paid professional subscriptions and membership fees
• Comprehensive CPD and technical training support
• Annual flu vaccinations and eye care support
• Employee referral scheme offering rewards of up to 2500
• Client referral incentive scheme
• Investment in leadership and career development
• Modern collaborative working environment

Why Join Our Client

• Join a growing Tax Consultancy team with ambitious expansion plans
• Work on complex intellectually stimulating advisory projects
• Build relationships with high-quality private clients and business owners
• Play a key role in shaping the future of the Private Client Tax offering
• Benefit from genuine progression opportunities to Director and beyond
• Be part of a firm that values professionalism integrity collaboration and long-term client relationships

If you are an experienced Private Client Tax Senior Manager looking for a leadership opportunity with genuine autonomy influence and progression potential we would be delighted to speak with you.

David Hawthorne-Finch
Hawthorne-Finch Talent Solutions (H-FTS)

Email:

For a confidential discussion regarding this opportunity and your longer-term career aspirations please contact David directly.

All applications and enquiries will be treated in the strictest confidence. Our client is committed to equal opportunities and welcomes applications from all suitably qualified candidates. No personal information will be shared with our client without your prior consent.

Required Experience:

Manager

Employment Type : Full-Time
Experience: years
Vacancy: 1