At a Glance
- Tasks: Provide expert tax advice to clients and help them with succession planning.
- Company: Join a growing tax team in a dynamic and supportive environment.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Other info: Collaborative culture with opportunities to mentor junior team members.
- Why this job: Make a real impact by advising clients on effective tax strategies.
- Qualifications: STEP qualification or equivalent experience in personal tax and succession planning.
The predicted salary is between 54000 - 66000 £ per year.
An excellent opportunity has arisen for an experienced Personal Tax Consultant to join a growing tax team.
This role would suit a STEP-qualified private client tax specialist, or an individual with significant equivalent experience, who has strong expertise across personal tax and succession planning.
The Role
You will provide specialist tax advice to private clients, business owners and entrepreneurs, helping them identify effective tax planning and succession opportunities while delivering a high-quality, commercially focused service.
Key responsibilities will include
- Advising clients on personal tax and succession planning.
- Providing specialist advice on trusts, estates and inheritance tax.
- Advising owner-managed businesses and entrepreneurial clients.
- Managing and advising on capital gains tax and personal tax planning matters.
- Identifying tax planning opportunities and providing practical, commercially focused advice.
- Building and maintaining strong client relationships.
- Communicating confidently with clients and other professional advisers.
- Supporting business development and contributing to the growth of the tax offering.
- Supporting and developing junior members of the team.
Requirements
- STEP qualification or significant equivalent private client tax experience.
- Strong experience in personal tax and succession planning.
- 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.
- Ability to identify tax planning opportunities and deliver practical advice.
- Commercial awareness and confidence dealing directly with clients.
- Strong communication, relationship management and business development skills.
- A collaborative approach with the ability to support and develop junior colleagues.
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
Private Tax Consultant in Newcastle upon Tyne employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Private Tax Consultant in Newcastle upon Tyne
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Jobiqo, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Tax Consultant in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Jobiqo's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Jobiqo. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Jobiqo!
How to prepare for a job interview at Jobiqo
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Jobiqo.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Jobiqo. It helps to show our commitment!
