At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver bespoke tax planning projects.
- Company: Join a regional firm in Newcastle known for its supportive and inclusive culture.
- Benefits: Enjoy a competitive salary, bonus scheme, hybrid working, and generous holiday allowance.
- Other info: Great mentorship opportunities and commitment to diversity and inclusion.
- Why this job: Work closely with successful entrepreneurs and make a real impact on their financial journeys.
- Qualifications: CTA, ACA, ACCA, ATT or equivalent qualification, with experience in Private Client Tax.
The predicted salary is between 40000 - 50000 £ per year.
Do you want to work with some of the UK's most successful entrepreneurs, HNWIs, and family offices? Do you enjoy complex advisory work and building trusted long-term client relationships?
Benefits
- Competitive salary up to £50,000
- Bonus scheme
- Private medical insurance & life assurance
- Hybrid & flexible working model
- Generous holiday allowance + option to purchase additional days
- Fully funded training towards CTA and other qualifications
- Cycle-to-work scheme, season ticket loan & more
Your new role
As a Private Client Tax Assistant Manager, you'll support the delivery of both compliance and advisory work, managing a varied portfolio of HNW and UHNW individuals. You'll be working closely with senior managers and partners on bespoke tax planning projects – including residence and domicile, succession planning, and trusts – while providing mentorship to junior colleagues.
Key responsibilities
- Managing a diverse portfolio of private clients and overseeing annual tax compliance
- Reviewing returns, reports, and correspondence to HMRC
- Supporting delivery of advisory projects including residence & domicile, CGT, IHT, and estate planning
- Building strong client relationships and acting as a key point of contact
- Coaching and reviewing work of junior team members
- Collaborating with partners and directors to deliver high-quality client outcomes
Qualifications
- CTA, ACA, ACCA, ATT or equivalent qualification (or near completion)
- Experience within Private Client or Personal Tax, ideally in practice
- Excellent communication and relationship management skills
- Strong technical knowledge across UK personal tax matters
- Ability to manage deadlines and mentor junior staff
Interested? Contact sam.priday@pro-tax.co.uk or call 07846 741892 to find out more about this opportunity.
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.
Private Client Tax Assistant Manager in Newcastle upon Tyne employer: PRO-TAX RECRUITMENT LIMITED
Join a dynamic regional firm in Newcastle that prides itself on fostering a collaborative and inclusive work culture, where you can thrive as a Private Client Tax Assistant Manager. With competitive salaries, a robust bonus scheme, and fully funded training towards professional qualifications, we are dedicated to your growth and success. Enjoy the flexibility of hybrid working, generous holiday allowances, and the opportunity to build lasting relationships with high-net-worth clients while mentoring junior colleagues in a supportive environment.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager 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 Private Client Tax Assistant Manager 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!
