At a Glance
- Tasks: Provide personal tax compliance and advisory services to diverse clients.
- Company: Join a dynamic team in Newcastle with a focus on personal tax consulting.
- Benefits: Enjoy a four-day working week, hybrid work options, and 25 days annual leave.
- Other info: Clear career progression and ongoing professional development opportunities await you.
- Why this job: Make a real impact by advising on trusts, estates, and tax planning strategies.
- Qualifications: Experience in personal tax compliance and advisory work is essential.
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. 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.
Requirements:
- 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.
- Strong technical knowledge of capital gains tax and personal tax planning.
- 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.
- Ongoing professional development and learning opportunities.
- Clear career progression pathways.
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Personal Tax Consultant in Sunderland employer: Clear IT Recruitment
Join a forward-thinking firm in Newcastle as a Personal Tax Consultant, where you will enjoy a supportive work culture that prioritises employee well-being with a four-day working week and flexible arrangements. Benefit from 25 days of annual leave, additional leave based on service, and dedicated professional development opportunities that foster career growth. This role offers the chance to work with a diverse client portfolio, providing meaningful tax advisory services while building strong relationships in a collaborative environment.
