Private Client Senior Tax Manager

Private Client Senior Tax Manager
Salary: £75,000+ & Leadership & Director Progression Opportunities
Location:
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.

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

• 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

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

• 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

• 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

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

• 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

Our client…