Private Client Manager / Private Client Senior Manager
With a growing office in Newcastle this leading accounting firm in the region are seeking a tax specialist in private client tax to join their Newcastle office and support the growth of their compliance and advisory services.
- Working with local SME and OMB's clients in and around Newcastle you will be tasked with building relationships with these individuals.
- Reviewing and approving personal tax returns ensuring deadlines are reached timely and all queries are responded to
- Negotiating and raising fees and being responsible for WIP management on your portfolio of clients as well as those of the team
- Pro actively talking to clients about tax opportunities which may be relevant to them, and working with the tax partners, and wider tax team to deliver on such work.
- Provision of IHT and Trust planning for clients amongst other tax advisory
Experience we are looking for:
- Extensive experience of working with a portfolio of clients managing relationships and dealing with complex queries
- CTA or ATT (or equivalent) qualification, STEP desirable but not essential
- Demonstrate broad and strong technical tax knowledge and experience.
- Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients.
- Experience of identifying opportunities for business development on tax clients (and ideally across other service lines).
- Experience providing IHT and trust advice
A great opportunity to work with a well known firm and develop your own standing in the local market place.
Attractive benefits, flexible working, modern style office in Newcastle city centre