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- Tasks: Manage a diverse portfolio of personal tax clients and deliver high-quality compliance services.
- Company: Join a forward-thinking accountancy practice in Newcastle with a collaborative culture.
- Benefits: Competitive salary, full support for CTA qualification, and flexible working arrangements.
- Other info: Enjoy clear career progression in a friendly and supportive environment.
- Why this job: Develop your expertise in personal tax while making a real impact on client outcomes.
- Qualifications: Proven experience in personal tax and strong communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
Clark Wood is delighted to present an exciting opportunity for an experienced Personal Tax Senior / Assistant Manager to join a growing and forward-thinking accountancy practice in Newcastle. This role is ideal for a proactive individual seeking to develop their expertise in Personal Tax while working closely with knowledgeable Tax Partners and Managers.
About the Role
As a Personal Tax Senior, you will manage a diverse portfolio of clients, including high-net-worth individuals, sole traders, partnerships, landlords, and company directors. You will be responsible for delivering high-quality compliance and advisory services, supporting junior team members, and identifying tax planning opportunities to enhance client outcomes.
Key Responsibilities
- Manage a portfolio of personal tax clients, ensuring timely and accurate completion of tax returns
- Prepare and review Self-Assessment tax returns, covering income from property, investments, employment, and sole trades
- Provide advice on capital gains tax, inheritance tax, and other personal tax matters
- Liaise with HMRC on compliance issues and tax enquiries
- Identify tax planning opportunities and provide proactive advice to clients
- Support junior staff by reviewing their work and assisting in their development
- Keep up to date with changes in tax legislation and ensure compliance across the client base
What We’re Looking For
- Proven experience in personal tax, ideally within a UK accountancy practice
- ATT qualified or part-qualified, with support available to complete CTA
- Strong technical knowledge of Self-Assessment, capital gains tax, and inheritance tax
- Excellent client communication and interpersonal skills
- Strong organisational skills with the ability to manage multiple deadlines
- Proactive and commercially minded, with the ability to identify and act on tax planning opportunities
Benefits
- Competitive salary, dependent on experience
- Full support for CTA qualification (if desired)
- Clear career progression within a growing and dynamic firm
- Friendly, collaborative, and supportive working environment
- Flexible working arrangements to support work-life balance
If you are an experienced Personal Tax Senior or Assistant Manager looking to take the next step in your career, this is an excellent opportunity to join a reputable and forward-thinking practice.
Personal Tax Senior / Assistant Manager Newcastle employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior / Assistant Manager Newcastle
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups to connect with professionals in the tax field. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Don’t underestimate the power of LinkedIn! Make sure your profile is up-to-date and showcases your skills in personal tax. Engage with posts, join relevant groups, and reach out to connections in the accountancy world.
✨Tip Number 3
Prepare for interviews by brushing up on common personal tax scenarios and legislation changes. Practice articulating your experience and how it aligns with the role at Clark Wood. Confidence is key!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Personal Tax Senior / Assistant Manager Newcastle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant qualifications, like ATT or CTA, to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your proactive approach can benefit our clients. Don't forget to mention your experience with high-net-worth individuals and tax planning!
Showcase Your Communication Skills: Since client communication is key in this role, make sure to demonstrate your interpersonal skills in your application. Use clear and concise language, and maybe even share an example of how you've successfully advised a client in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, especially Self-Assessment, capital gains tax, and inheritance tax. Be ready to discuss recent changes in tax legislation and how they might impact clients. This shows you're proactive and up-to-date!
✨Showcase Your Client Skills
Prepare examples of how you've effectively communicated with clients in the past. Think about times when you identified tax planning opportunities or resolved compliance issues. This will demonstrate your interpersonal skills and ability to enhance client outcomes.
✨Be Organised and Ready
Since this role involves managing multiple deadlines, come prepared with a plan for how you prioritise tasks. You could even share a time when you successfully managed a busy workload. This will highlight your organisational skills and ability to thrive under pressure.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax and how they support career progression. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.