At a Glance
- Tasks: Provide personal tax compliance and advisory services to diverse clients.
- Company: Join a leading firm in Newcastle with a focus on personal tax consultancy.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Collaborative culture with opportunities for mentorship and career advancement.
- Why this job: Make a real difference in clients' financial lives while growing your expertise.
- Qualifications: STEP qualified or equivalent experience in private client tax required.
The predicted salary is between 40000 - 50000 £ per year.
An excellent opportunity has arisen for a Personal Tax Consultant to join my client’s 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
- 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.
Personal Tax Consultant employer: Clear Legal & Financial Recruitment
Join a dynamic team in Newcastle where your expertise as a Personal Tax Consultant will be valued and nurtured. Our collaborative work culture fosters professional growth, offering mentorship opportunities and the chance to engage with a diverse client portfolio, including high-net-worth individuals and owner-managed businesses. With a focus on innovation and client success, we provide a supportive environment that encourages you to thrive while making a meaningful impact in the field of personal tax advisory.
Contact Details:
Clear Legal & Financial Recruitment Recruitment Team
