At a Glance
- Tasks: Provide expert personal tax advice and support clients with succession planning.
- Company: Join a supportive firm that values collaboration and growth.
- Benefits: Enjoy a four-day work week, generous holiday, and volunteer time off.
- Other info: Flexible working options and clear career progression opportunities.
- Why this job: Make a real impact while developing your career in a dynamic environment.
- Qualifications: STEP-qualified or equivalent experience in personal tax and strong client relationship skills.
The predicted salary is between 40000 - 50000 £ per year.
At Robson Laidler, we believe great work happens when talented people are trusted, supported, and given the space to grow. That’s why we’ve built a firm where collaboration is real; development is intentional, and clients see us as more than just accountants – they see us as part of their team.
We’re now looking for a Personal Tax Consultant to join us – someone who takes pride in quality work, values strong relationships, is a good communicator, and wants to be part of a firm that’s moving forward.
Job overview:
- You’ll be a STEP-qualified (or equivalent experienced) private client tax specialist.
- Someone with strong experience in personal tax and succession planning.
The job specific requirements we would expect you to demonstrate are:
- 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 planning.
- Ability to identify planning opportunities and deliver practical advice.
- Commercial awareness and confidence in dealing directly with clients.
- Good business development and relationship management skills.
- A collaborative approach and willingness to support and develop junior team members.
What you can expect from us:
- Participation in our Four Day Working Week (after successfully completing probationary period).
- Paid time off to volunteer and help the community in a way you are passionate about.
- At least 25 days holiday plus bank holidays. Additional holidays will accrue from your third year of being in our team.
- Your birthday off each year, if it is a normal working day, to do something special.
- A genuinely supportive, down-to-earth team.
- Flexibility and trust in how you work.
- Clear, realistic career progression.
- Ongoing development and learning opportunities.
Location: Newcastle upon Tyne | Durham | Teesside Hybrid working
Hours of Work: Permanent, full time
Salary: Competitive salary + benefits
Personal Tax Consultant employer: Robson Laidler Accountants Ltd.
At Robson Laidler, we pride ourselves on fostering a collaborative and supportive work environment where personal growth is encouraged. As a Personal Tax Consultant, you will benefit from our innovative Four Day Working Week, generous holiday allowance, and opportunities for professional development, all while being part of a team that values strong relationships and community involvement in the vibrant locations of Newcastle upon Tyne, Durham, and Teesside.
Contact Details:
Robson Laidler Accountants Ltd. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Consultant
✨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 Robson Laidler Accountants Ltd., 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 Consultant
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 Robson Laidler Accountants Ltd.'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 Robson Laidler Accountants Ltd.. 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 Robson Laidler Accountants Ltd.!
How to prepare for a job interview at Robson Laidler Accountants Ltd.
✨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 Robson Laidler Accountants Ltd..
✨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 Robson Laidler Accountants Ltd.. It helps to show our commitment!
