At a Glance
- Tasks: Identify new clients and engage them with tailored tax solutions.
- Company: Join a respected national firm with strong growth in advisory services.
- Benefits: Competitive salary, excellent training, and clear progression routes.
- Other info: Work closely with experienced Tax Partners and specialists.
- Why this job: Be at the forefront of business development in tax advisory.
- Qualifications: Strong communication skills and experience in sales or professional services.
The predicted salary is between 49500 - 60500 £ per year.
Location: Newcastle
Contract Type: Permanent / Full Time
Salary: Up to £35,000 dependent on experience
Are you commercially minded, confident speaking to clients and interested in the world of tax advisory? This is an opportunity to join a growing national firm in a role that blends business development, client engagement and consultative selling. As a Business Development Executive - Tax Advisory, you'll play a key part in identifying new opportunities, connecting with potential clients and helping the firm grow its tax advisory portfolio.
Working closely with Tax Partners, Advisors and the wider Growth & Sales team, you'll be at the forefront of engaging businesses that need specialist tax support.
What You'll Be Doing
- Lead Generation & Prospecting: Identify and qualify potential clients across SMEs, owner-managed businesses, and high-net-worth individuals. Use CRM tools, market research, and data to target organisations with complex or emerging tax needs (e.g., R&D, VAT, restructuring).
- Booking Meetings for Partners: Create strong pipelines of potential clients and arrange high-quality meetings for Tax Partners and senior specialists.
- Client Engagement: Make first contact via phone, email, LinkedIn, and networking events. Understand client challenges across tax compliance, planning, efficiency, and disputes. Present tailored tax solutions aligned to client needs from corporate tax planning to IHT strategies and international tax structuring. Work with tax experts to prepare compelling proposals, scoping documents, and pricing models. Keep accurate records of every interaction, opportunity and prospect stage. Track performance against KPIs including meetings booked, proposals delivered, and conversion ratios. Partner with tax advisors, Partners, and marketing teams to refine service messaging and market positioning. Share insights from the market to help shape strategy and future offerings.
What We're Looking For
- Strong communication and relationship-building skills
- Confidence in speaking with business owners, finance leaders, and high-value prospects
- A consultative, curious and commercially minded approach
- Ability to manage pipelines, prioritise tasks, and hit activity-based KPIs
- Experience in business development, sales or professional services
Why This Role Stands Out
- Join a respected national firm with strong growth in advisory services
- Work alongside experienced Tax Partners and specialists
- Access to excellent internal development, training, and support
- Clear progression routes within business development or tax advisory functions
If you have previous sales experience, maybe from professional services, telesales and are good at lead generation and managing pipeline then we would love to hear from you. Please note that sponsorship is not available with this role.
Tax Development Executive in Newcastle upon Tyne employer: Adaptive Group
Adaptive Group is an excellent employer, offering a supportive work culture that values professional growth and development. As a Field Service Engineer in the Central Belt of Scotland, you'll enjoy competitive benefits including a fully expensed company van and mobile phone, while working in a dynamic environment that encourages innovation and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Development Executive in Newcastle upon Tyne
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Adaptive Group, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Development Executive in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Adaptive Group's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Adaptive Group. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Adaptive Group!
How to prepare for a job interview at Adaptive Group
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Adaptive Group.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Adaptive Group. It helps to show our commitment!
