Personal Tax Compliance Assistant Manager

Private Client Tax Assistant Manager, Top 10 Accountancy Firm Newcastle £40,000 - £50,000 + Benefits + Career Progression

Do you want to manage a varied portfolio of high net worth individuals, partnerships and trusts? Looking for a role where you can take real ownership of complex compliance work while developing your technical skills? Enjoy building long‑term relationships with a diverse and interesting client base?

• Competitive salary of £40,000 – £50,000
• Private medical insurance and life assurance
• Generous holiday package with option to purchase additional days
• Hybrid working model
• Shared parental leave
• Fully funded training towards professional qualifications
• Pension contribution and cycle to work scheme
• Season ticket loan

Our client is one of the UK’s top 10 fastest growing accountancy firms, with a heritage dating back to 1881. Built on expertise and driven by ambition, they provide a comprehensive range of services including tax and accountancy, advisory and assurance, corporate finance and restructuring across a national network of offices. Following continued growth in their Newcastle Private Client Tax team, they are now looking to appoint an Assistant Manager to join a collaborative and high performing team.

As a Private Client Tax Assistant Manager, you will take responsibility for managing the compliance process for your own portfolio of clients including high net worth individuals, partnerships and trusts. You will work closely with Partners, taking ownership of complex compliance work while supervising and supporting junior team members. Day to day you will be preparing and reviewing tax returns, managing HMRC enquiries, drafting correspondence on technical matters and ensuring all client deadlines and elections are met.

This is a compliance‑focused role with real variety across a diverse and interesting client base.

• Preparing and reviewing tax returns across a portfolio of HNWIs, partnerships and trusts
• Preparing complex tax computations and supervising preparation of simpler computations
• Managing HMRC enquiries and drafting technical correspondence
• Monitoring time limits, elections and deadlines across your compliance portfolio
• Supervising and supporting junior tax staff
• Managing billing and monitoring budgets
• Assisting Partners with fee quotes and business development

• ACA and / or CTA qualification
• Strong knowledge of private client and partnership tax
• Experience managing a compliance portfolio including HNWIs, partnerships or trusts
• Excellent written communication skills for client and HMRC correspondence
• Strong interpersonal skills and ability to liaise confidently with clients and colleagues

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.