At a Glance
- Tasks: Provide personal tax compliance and advisory services to diverse clients.
- Company: Join a supportive team in a leading Newcastle firm.
- Benefits: Enjoy a four-day work week, hybrid options, and generous leave.
- Other info: Collaborative environment with clear career progression opportunities.
- Why this job: Make a real impact while helping clients navigate their tax needs.
- Qualifications: STEP qualified or equivalent experience in private client tax.
The predicted salary is between 40000 - 50000 £ per year.
An excellent opportunity has arisen for a Personal Tax Consultant to join my clients team in their Newcastle offices.
Key Responsibilities
- Providing personal tax compliance and advisory services to a varied client portfolio.
- Advising on trusts, estates, and inheritance tax planning matters.
- Supporting clients with succession and estate planning strategies.
- Advising owner-managed businesses, entrepreneurs, and high-net-worth individuals.
- Providing guidance on capital gains tax and personal tax planning opportunities.
- Identifying tax planning opportunities and delivering practical, commercial solutions.
- Building and maintaining strong client relationships.
- Working collaboratively with colleagues across service lines to provide integrated advice.
- Supporting and mentoring junior members of the team.
- Contributing to business development and growth initiatives.
Skills & Experience
- STEP qualified, or significant equivalent experience in private client tax.
- Strong experience in personal tax compliance and advisory work.
- Expertise in trusts, estates, and inheritance tax planning.
- Experience advising owner-managed businesses and entrepreneurial clients.
- Strong technical knowledge of capital gains tax and personal tax planning.
- Excellent communication and client relationship management skills.
- Commercial awareness and the ability to provide practical tax advice.
- Strong organisational and project management skills.
Benefits
- Four-Day Working Week (subject to successful completion of probation).
- Hybrid and flexible working arrangements.
- 25 days annual leave plus bank holidays.
- Additional annual leave entitlement based on length of service.
- Birthday leave.
- Paid volunteering time.
- Team development days.
- Ongoing professional development and learning opportunities.
- Clear career progression pathways.
- Supportive and collaborative working environment.
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Personal Tax Consultant in North East employer: Clear IT Recruitment
Join a dynamic team as a Personal Tax Consultant in Newcastle, where you will enjoy a supportive and collaborative work environment that prioritises employee growth and development. With benefits like a four-day working week, hybrid working arrangements, and generous annual leave, this role offers a perfect balance of professional fulfilment and personal well-being. Embrace the opportunity to work with a diverse client portfolio while contributing to meaningful tax planning strategies in a company that values your expertise and encourages career progression.
