At a Glance
- Tasks: Manage a diverse portfolio of clients and provide personal tax compliance and advisory services.
- Company: Leading professional services firm with a supportive culture in Newcastle.
- Benefits: Competitive salary, study support for ATT/CTA, and hybrid working options.
- Other info: Great progression opportunities and a commitment to diversity and inclusion.
- Why this job: Join a growing team and work with high-profile clients while advancing your career.
- Qualifications: 1-3 years in personal tax compliance; ATT qualified or studying towards it.
The predicted salary is between 28000 - 35000 £ per year.
Are you currently studying your ATT and looking for your next step? Do you want to work for a supportive firm and study your CTA? Enjoy personal tax compliance? I'm currently working with a leading professional services firm who are building a new office and personal tax team in Newcastle.
Your new role: You'll be working closely with a Tax Manager and Assistant Tax Manager in Newcastle, providing compliance and advisory services to a private client portfolio across the UK.
Responsibilities
- Working on a national portfolio of clients working regularly with HNWIs, UHNWIs, OMBs, celebrities, sports professionals and non-doms.
- Managing your own portfolio (depending on experience) of between 100-150 clients, acting as a regular point of contact.
- Supporting with a full range of personal tax compliance needs including tax returns, P11Ds and PSAs.
- Conducting and running client meetings with your client portfolio.
- Ad hoc planning and advisory matters.
What you'll need to be successful
- 1-3 years experience working in personal tax compliance.
- Either ATT qualified or working towards.
- UK tax experience.
What is in it for you?
- Study support for ATT/CTA qualifications.
- Work on a national portfolio of clients.
- Competitive salary benchmarked against big firms.
- Hybrid working (2-3 days a week in office).
- Progression opportunities to Assistant Manager.
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 Senior - Newcastle employer: PRO-TAX RECRUITMENT LIMITED
Join a leading professional services firm in Newcastle that prioritises employee development and inclusivity. With competitive salaries, study support for ATT/CTA qualifications, and a collaborative work culture, you'll have the opportunity to manage a diverse portfolio of clients while enjoying hybrid working arrangements. This is an excellent place for personal growth and career progression in the field of personal tax compliance.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Newcastle
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local tax events, and join relevant online forums. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their client base and be ready to discuss how your experience aligns with their needs. Show them you're not just another candidate; you're the one they want!
✨Tip Number 3
Practice your pitch! Be clear about your skills and what you bring to the table. A confident, concise introduction can make a lasting impression, so rehearse it until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Personal Tax Senior - Newcastle
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax compliance experience and any relevant qualifications like ATT. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how you can contribute to our new office in Newcastle. Keep it friendly and professional, just like us!
Showcase Your Experience:When detailing your experience, focus on specific examples that demonstrate your ability to manage a client portfolio and handle compliance needs. We love seeing real-life applications of your skills!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around compliance and advisory services. Be ready to discuss specific cases or scenarios you've encountered in your previous roles, as this will show your understanding of the field.
✨Show Your Client Management Skills
Since you'll be managing a portfolio of clients, think about examples where you've successfully handled client relationships. Prepare to share how you’ve communicated effectively with clients, especially high-net-worth individuals or unique cases.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to personal tax compliance and their client base. This shows your genuine interest in the role and helps you understand if the firm is the right fit for you.
✨Highlight Your Study Ambitions
Mention your commitment to furthering your qualifications, like ATT or CTA. Discuss how you plan to balance work and study, and express enthusiasm for the support the firm offers in this area.
