Private Client Tax Manager Job at Sumer Group (Newcastle Upon Tyne)

Job Description

At RMT, we are a dynamic and forward-thinking accountancy firm, renowned for delivering high-quality tax and consulting services in addition to audits to privately owned companies. Our clients are groups, often with an international structure. We partner with a diverse range of clients, helping them navigate complex financial management and compliance challenges. With a client-centric approach, we provide tailored solutions to meet their unique needs, building long-term relationships based on trust and expertise. Due to organic growth and expansion as a result of ongoing acquisitions, we are seeking an experienced and dynamic Private Client Tax Manager to join our Private Client team. The ideal candidate will possess strong technical tax knowledge and be able to provide strategic commercial advice to clients on tax planning and risk management. The successful candidate will play a key role in managing client relationships, assisting and leading projects, and contributing to the growth of our private client tax practice. The role entails managing all day-to-day aspects of a portfolio of private clients and although focused on compliance responsibilities there will also be opportunities to be involved with leading and supporting on tax advisory work.

Job Responsibility

Act as principal manager contact for a portfolio of clients within the Private Client Team, taking responsibility for the review process of all compliance work relating to the client’s affairs
Liaise with the Senior Management Team in connection with the management of your client portfolio and development of tax team members as regards productivity, recovery and billing targets and training and development
Support the development of team members at all levels including mentoring, assisting in training, undertaking personal development reviews and improving performance and efficiency where relevant
Provide timely feedback on work and performance matters
Developing new client relationships and assisting in business development opportunities generally
Provide ad hoc advisory services to clients
Supporting the Senior Management Team in developing and maintaining strong relationships with clients, as trusted advisor, and being able to co-ordinate and deliver the required services
Manage the successful delivery of all aspects of the personal tax compliance function for a portfolio of clients
Mentor and develop the Private Client Tax team, ensuring high standards of performance and professional growth
Identify and mitigate tax risks for clients, ensuring all work is both technically and ethically compliant having regard to professional standards

Requirements

Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm
Relevant professional qualifications (e.g., ACA, ACCA, CTA, or equivalent)
Deep understanding of all tax law and regulations in relation to personal tax compliance, along with a track record in undertaking client advisory work
Strong experience in managing client relationships and leading projects
Commercial mindedness and managing the financial aspects of client service, such as the provision of fee quotes, monitoring budgets/recoveries and billing
Excellent analytical and problem-solving abilities, with a strategic mindset
Strong leadership skills, with experience in team development and mentoring
Ability to work collaboratively in a fast-paced environment and manage multiple priorities
Proficiency in tax software (CCH) and tax research platforms (i.e. Croner-i/LexisNexis)

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Private Client Tax Manager

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