Private Client Tax Manager

RMT Accountants & Business Advisors Ltd

Department: Personal Tax

Location: Newcastle upon Tyne, Durham, or Hexham

RMT Accountants & Business Advisors Ltd is looking to appoint a Private Client Tax Manager to join its growing Private Client team. This is an excellent opportunity for an experienced tax professional to take on a varied and influential role within a progressive, client-focused firm.

Known for delivering high-quality tax, consultancy, and audit services, RMT works with a broad portfolio of privately owned businesses, including groups with international structures. The firm prides itself on building trusted, long-term client relationships and providing tailored advice to help clients manage complex financial and compliance matters with confidence.

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The Opportunity

As a result of continued organic growth and expansion through acquisitions, we are seeking a skilled and commercially aware tax professional who can combine strong technical expertise with excellent relationship management.

This role will focus primarily on the day-to-day management of a portfolio of private clients, with a strong emphasis on personal tax compliance. However, there will also be significant opportunity to contribute to and lead on advisory projects, offering strategic tax planning and risk management support to clients.

The successful candidate will play an important part in the ongoing development of the Private Client team, supporting colleagues, strengthening client relationships, and helping to grow the wider tax practice.

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What You’ll Be Doing

Client Portfolio Management

• Act as the main point of contact for a portfolio of private clients within the Private Client team.

• Oversee and review all compliance work related to client affairs.

• Work closely with other teams and departments to ensure a joined-up service for clients.

• Help deliver a holistic advisory approach by identifying planning opportunities across all areas of personal tax.

Leadership & Team Development

• Support the Senior Management Team with portfolio oversight and the wider development of the tax team.

• Contribute to team productivity, recovery, billing performance, and training initiatives.

• Mentor and develop team members at all levels.

• Assist with training, personal development reviews, and performance improvement.

• Provide timely and constructive feedback on work quality and performance matters.

Advisory & Technical Tax Work

• Deliver ad hoc advisory services to a broad private client base, including high-net-worth individuals (HNWIs) and owner-managed businesses (OMBs).

• Advise on complex tax issues and planning opportunities, including:

• Residence and domicile matters

• Planning around changes to the remittance basis and the new long-term residence regime

• Trust structuring, both UK and offshore

• International tax planning for clients with cross-border interests

• Double taxation treaties and foreign tax credits

• Estate planning and inheritance tax mitigation

• Wealth preservation and growth strategies in collaboration with financial advisers

• Family business advisory, including succession planning, governance structures, and tax-efficient extraction

Project & Risk Management

• Manage the smooth and successful delivery of personal tax compliance work across your client portfolio.

• Identify and mitigate tax risks while ensuring all work remains technically accurate and ethically compliant.

• Maintain high professional standards in line with regulatory and ethical requirements.

Business Development

• Support the development of new client relationships.

• Contribute to broader business development activity and help identify opportunities for growth within the private client tax offering.

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What We’re Looking For

We are seeking a confident and capable tax professional with strong technical knowledge, leadership ability, and a commercial mindset.

Essential Experience & Qualifications

• Proven experience in a private client tax managerial role, ideally within a Top 30 professional services firm

• Relevant professional qualification such as:

• ACA

• ACCA

• CTA

• or equivalent

Technical & Professional Expertise

• Strong understanding of personal tax compliance law and regulation

• Demonstrable experience in delivering client advisory work

• Ability to identify strategic tax planning opportunities and provide commercially sound recommendations

• Experience managing the financial aspects of client service, including:

• fee quotes

• budgeting

• recoveries

• billing

Skills & Attributes

• Excellent client relationship management skills

• Strong project leadership and organisational capability

• Analytical thinking with a practical, strategic approach to problem-solving

• Strong leadership and mentoring skills

• Ability to work collaboratively in a fast-paced environment

• Confidence managing multiple priorities and deadlines

Systems Knowledge

• Proficiency with CCH

• Familiarity with tax research platforms such as:

• Croner-i

• LexisNexis

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Why Join RMT?

At RMT, you’ll be joining a firm that combines technical excellence with a modern, forward-thinking approach. You’ll work with a diverse and often internationally connected client base, giving you exposure to interesting and challenging tax matters.

This is a role where you can make a real impact — not only by supporting clients with high-quality compliance and advisory services, but also by helping to shape and develop the future of the Private Client team.

We are also flexible on office location, with opportunities to be based in Newcastle, Durham, or Hexham.

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Belong @ Sumer

At Sumer, we recognise that everyone’s journey is different. We are committed to creating a fair and supportive hiring process, removing barriers wherever possible, and enabling people to do their best work. If you need any support during the recruitment process, we encourage you to let us know.

Our culture is guided by the values that matter most to us:

• We Shine Together

• We Do the Right Thing

• We Make It Count

We believe diverse teams make us stronger. That’s why we are building an inclusive workplace where everyone feels they belong, and where difference is valued, respected, and celebrated.

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Apply Now

If you are an experienced private client tax professional looking for a role that offers responsibility, variety, and the opportunity to contribute to a growing and ambitious firm, we would love to hear from you.