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- Tasks: Manage a portfolio of clients, providing personal tax compliance and advisory services.
- Company: Join a leading professional services firm expanding its Newcastle office and personal tax team.
- Benefits: Enjoy hybrid working, study support for ATT/CTA, and competitive salary.
- Why this job: Work with high-profile clients and gain valuable experience in a supportive environment.
- Qualifications: 1-3 years in personal tax compliance; ATT qualified or studying towards it.
- Other info: Diversity and inclusion are key; all backgrounds are encouraged to apply.
The predicted salary is between 24000 - 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 include:
- Working on a national portfolio of clients working regularly with HNWIs, UHNWIs, OMBs, celebrities, sports professionals and non-doms.
- You will manage 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.
- Conduct and run 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.
Do you want to find out more? Please call Sam Minor on or email on________.
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
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior - Newcastle
✨Tip Number 1
Network with professionals in the tax field, especially those who work in personal tax compliance. Attend local tax seminars or workshops in Newcastle to meet potential colleagues and learn more about the industry.
✨Tip Number 2
Familiarise yourself with the specific needs of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Understanding their unique tax situations can set you apart during interviews.
✨Tip Number 3
Prepare to discuss your experience with personal tax compliance in detail. Be ready to share examples of how you've managed client portfolios and handled complex tax issues.
✨Tip Number 4
Show enthusiasm for continuous learning, especially regarding ATT and CTA qualifications. Highlight any relevant courses or training you've undertaken to demonstrate your commitment to professional development.
We think you need these skills to ace Personal Tax Senior - Newcastle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax compliance, especially if you have worked with high-net-worth individuals or in a similar role. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Personal Tax Senior position. Mention your ATT studies and how they align with the firm's goals. Show enthusiasm for working with a diverse client portfolio.
Highlight Relevant Experience: In your application, emphasise any relevant experience you have in managing client portfolios, conducting meetings, and providing tax compliance services. This will show that you are well-prepared for the responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Pro-Tax Recruitment
✨Know Your Tax Basics
Brush up on your personal tax knowledge, especially around compliance and advisory services. Be prepared to discuss specific tax scenarios or regulations that may affect high-net-worth individuals and other clients you'll be working with.
✨Showcase Your Client Management Skills
Since you'll be managing a portfolio of clients, highlight any previous experience you have in client relations. Discuss how you've successfully handled client meetings and maintained strong relationships in the past.
✨Demonstrate Your Commitment to Learning
As the role requires studying for your CTA, express your enthusiasm for continuous learning. Share your study strategies and how you plan to balance work and study effectively.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready about the firm's culture, the new office's vision, and opportunities for progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
