At a Glance
- Tasks: Manage a diverse portfolio of high net worth clients and oversee complex tax compliance work.
- Company: Join one of the UK's top 10 fastest growing accountancy firms with a rich heritage.
- Benefits: Enjoy a competitive salary, private medical insurance, generous holidays, and hybrid working.
- Other info: Diverse team culture that values representation and offers excellent career progression.
- Why this job: Take ownership of your work while developing your skills in a collaborative environment.
- Qualifications: ACA and/or CTA qualification with strong knowledge of private client tax.
The predicted salary is between 40000 - 50000 £ per year.
Do you want to manage a varied portfolio of high net worth individuals, partnerships and trusts? Looking for a role where you can take real ownership of complex compliance work while developing your technical skills? Enjoy building long‑term relationships with a diverse and interesting client base?
Benefits
- Competitive salary of £40,000 – £50,000
- Private medical insurance and life assurance
- Generous holiday package with option to purchase additional days
- Hybrid working model
- Shared parental leave
- Fully funded training towards professional qualifications
- Pension contribution and cycle to work scheme
- Season ticket loan
Our client is one of the UK’s top 10 fastest growing accountancy firms, with a heritage dating back to 1881. Built on expertise and driven by ambition, they provide a comprehensive range of services including tax and accountancy, advisory and assurance, corporate finance and restructuring across a national network of offices. Following continued growth in their Newcastle Private Client Tax team, they are now looking to appoint an Assistant Manager to join a collaborative and high performing team.
As a Private Client Tax Assistant Manager, you will take responsibility for managing the compliance process for your own portfolio of clients including high net worth individuals, partnerships and trusts. You will work closely with Partners, taking ownership of complex compliance work while supervising and supporting junior team members. Day to day you will be preparing and reviewing tax returns, managing HMRC enquiries, drafting correspondence on technical matters and ensuring all client deadlines and elections are met. This is a compliance‑focused role with real variety across a diverse and interesting client base.
Key Responsibilities
- Preparing and reviewing tax returns across a portfolio of HNWIs, partnerships and trusts
- Preparing complex tax computations and supervising preparation of simpler computations
- Managing HMRC enquiries and drafting technical correspondence
- Monitoring time limits, elections and deadlines across your compliance portfolio
- Supervising and supporting junior tax staff
- Managing billing and monitoring budgets
- Assisting Partners with fee quotes and business development
To be successful in this role, you'll need:
- ACA and / or CTA qualification
- Strong knowledge of private client and partnership tax
- Experience managing a compliance portfolio including HNWIs, partnerships or trusts
- Excellent written communication skills for client and HMRC correspondence
- Strong interpersonal skills and ability to liaise confidently with clients and colleagues
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Compliance Assistant Manager - Newcastle in Newcastle upon Tyne employer: PRO-TAX RECRUITMENT LIMITED
Join one of the UK's top 10 fastest growing accountancy firms in Newcastle, where you will enjoy a competitive salary and a comprehensive benefits package including private medical insurance, generous holiday options, and fully funded professional training. Our collaborative work culture fosters personal growth and development, allowing you to take ownership of complex compliance work while building long-term relationships with a diverse client base, all within a supportive environment that values inclusivity and diversity.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Compliance Assistant Manager - Newcastle 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 PRO-TAX RECRUITMENT LIMITED, 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 Personal Tax Compliance Assistant Manager - Newcastle 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 PRO-TAX RECRUITMENT LIMITED'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 PRO-TAX RECRUITMENT LIMITED. 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 PRO-TAX RECRUITMENT LIMITED!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨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 PRO-TAX RECRUITMENT LIMITED.
✨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 PRO-TAX RECRUITMENT LIMITED. It helps to show our commitment!
