Reed Accountancy Practice are working with a well established Newcastle accountancy firm, who are looking to recruit an experienced Private Client/ Personal Tax Manager. This firm offers an excellent working environment and favourable benefits. See the job description below:
*Serve as the principal manager for a portfolio of clients within the Private Client Team, overseeing the review of all compliance work related to their affairs. This may involve collaboration with other teams and departments.
*Liaise with the Senior Management Team regarding client portfolio management, team productivity, recovery and billing targets, and staff development.
*Support the growth of team members at all levels through mentoring, training, performance reviews, and efficiency improvements.
*Provide timely and constructive feedback on work and performance.
*Contribute to business development by cultivating new client relationships and identifying opportunities for growth.
*Demonstrate expertise in personal tax matters and deliver strategic planning advice, often in coordination with other departments to ensure a holistic approach.
*Deliver ad hoc advisory services, particularly for high-net-worth individuals (HNWIs) and owner-managed businesses (OMBs), including:
*Residence and domicile planning, especially for clients relocating to or from the UK.
*Trust structuring and analysis of tax implications for both UK and offshore arrangements.
*International tax planning, including treaty interpretation and foreign tax credit optimization.
*Estate planning to reduce inheritance tax and facilitate efficient wealth transfer.
*Collaboration with financial advisers to develop wealth management strategies.
*Family business advisory, focusing on tax-efficient profit extraction, succession planning, and governance.

*Support the Senior Management Team in maintaining strong client relationships, acting as a trusted advisor and coordinating service delivery.
*Ensure the successful delivery of personal tax compliance services across a designated client portfolio.
*Mentor and lead the Private Client Tax team, fostering high performance and professional development.
*Identify and mitigate tax risks, ensuring all work complies with technical standards and ethical guidelines.
Skills, Knowledge and Expertise
*Proven experience in a private client/ personal tax managerial role, within an Accountancy Practice
*Professional qualifications such as ACA, ACCA, CTA, or equivalent.
*In-depth knowledge of personal tax law and compliance, with a strong advisory track record.
*Demonstrated ability to manage client relationships and lead complex projects.
*Commercial acumen, including experience with fee quoting, budget monitoring, and billing.
*Strong analytical and strategic thinking skills.
*Effective leadership and mentoring capabilities.
*Ability to thrive in a fast-paced, collaborative environment with multiple priorities.
To apply, please apply via the advert, or contact Laura Wilson at the Newcastle Reed office.