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For Companies At a Glance
- Tasks: Engage clients, generate leads, and present tailored tax solutions.
- Company: Join a respected national firm with a focus on growth.
- Benefits: Competitive salary, training, and clear progression routes.
- Other info: Collaborate with experts and enjoy a supportive environment.
- Why this job: Be at the forefront of tax advisory and make a real impact.
- Qualifications: Strong communication skills and experience in business development.
The predicted salary is between 30000 - 35000 £ 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.
- Consultative Sales: 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.
- Pipeline & CRM Management: Keep accurate records of every interaction, opportunity and prospect stage. Track performance against KPIs including meetings booked, proposals delivered, and conversion ratios.
- Collaboration: 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 employer: Adaptive Group
Contact Detail:
Adaptive Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Development Executive in Newcastle
✨Tip Number 1
Get your networking game on! Attend industry events, join relevant LinkedIn groups, and connect with professionals in the tax advisory space. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Don’t just wait for opportunities to come to you. Be proactive! Reach out to potential clients or firms you admire and express your interest in their work. You never know when a conversation might lead to a job offer.
✨Tip Number 3
Showcase your consultative skills during interviews. Prepare to discuss how you would approach client challenges and present tailored solutions. This will demonstrate your understanding of the role and your ability to engage effectively with clients.
✨Tip Number 4
Keep track of your progress! Use a CRM tool to manage your job search like you would manage client interactions. Record your applications, follow-ups, and any networking connections to stay organised and motivated.
We think you need these skills to ace Tax Development Executive in Newcastle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Tax Development Executive. Highlight your experience in business development and client engagement, and don’t forget to sprinkle in some keywords from the job description to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for tax advisory and how your skills align with what we’re looking for. Be genuine and let your personality come through – we want to get to know you!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your strong communication skills. Keep it clear, concise, and professional, but don’t be afraid to let your enthusiasm show!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Adaptive Group
✨Know Your Tax Stuff
Brush up on the latest trends and regulations in tax advisory. Being able to discuss current tax issues or recent changes in legislation will show your passion and knowledge, making you stand out as a candidate.
✨Master the Art of Consultative Selling
Prepare to demonstrate your consultative selling skills. Think of examples where you've identified client needs and tailored solutions accordingly. This will highlight your ability to engage with clients effectively.
✨Showcase Your Communication Skills
Practice articulating your thoughts clearly and confidently. Since this role involves speaking with business owners and finance leaders, being able to communicate complex tax concepts in simple terms is crucial.
✨Familiarise Yourself with CRM Tools
Get comfortable with common CRM tools and be ready to discuss how you've used them in past roles. Highlighting your experience in managing pipelines and tracking performance will resonate well with the interviewers.