Private Client Manager
Newcastle
£50,000 - £65,000 (Hybrid working & wider benefits)
Are you ready to take ownership of a high-quality private client portfolio and lead from the front?
We're looking for an ambitious Personal Tax Manager to join our growing Newcastle team - someone who thrives on client relationships, technical challenge, and shaping the next generation of advisors.
What you'll do
* Manage a diverse portfolio of high-net-worth individuals, business owners, and families.
* Review and oversee the preparation of complex personal tax returns.
* Advise clients on income tax, capital gains tax, inheritance tax, and residence/domicile issues.
* Identify planning opportunities and deliver proactive advice to maximise client value.
* Support Partners with ad-hoc advisory projects and HMRC enquiries.
* Coach and develop junior team members, sharing your expertise and setting high standards.
What you'll bring
* CTA / ACA / ACCA qualified (or equivalent).
* Strong experience in personal tax compliance and advisory work.
* Confidence in building trusted relationships with clients and colleagues alike.
* A commercial mindset - able to spot opportunities and drive client service forward.
What's on offer
* Competitive salary and discretionary bonus scheme.
* Flexible, hybrid working (typically 2-3 days in the office).
* Clear progression pathway within a growing national firm.
* Ongoing professional development and partner mentorship.
Join a firm where your expertise is valued, your progression is supported, and your impact is visible from day one.
Want to find out more about this role?
If you believe this opportunity could be the next step in your career or want to explore it in more detail, contact Sam Priday on 07846 741 892 or email sam.priday@pro-tax.co.uk
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.