Private Client Tax Manager / Consultant in North East

Private Client Tax Manager / Consultant in North East

North East Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
Robson Laidler Accountants

At a Glance

  • Tasks: Manage private client tax matters and provide advisory services to clients.
  • Company: Join Robson Laidler, a supportive and collaborative firm.
  • Benefits: Enjoy a four-day working week, 25+ days holiday, and volunteer time off.
  • Other info: Flexible working options and a commitment to diversity and inclusion.
  • Why this job: Make a positive impact while developing your career in a dynamic environment.
  • Qualifications: Strong background in private client tax compliance and advisory work.

The predicted salary is between 55000 - 65000 £ 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 always on the look-out for those who not only want to build a career, but genuinely want to make a positive difference to people's lives.

This is a Hybrid role, which can be based from any one of our offices in Jesmond, Chester-le-Street or Teesside.

Role Overview: We're now looking for a Private Client Tax Manager / 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. You’ll have a strong private client tax background gained within an accountancy practice, legal practice or specialist tax team. You'll have experience in private tax compliance, alongside exposure to advisory work in areas such as trusts, inheritance tax, capital gains tax, estate planning and succession planning.

Requirements:

  • Strong experience in private tax compliance and private client tax matters
  • Knowledge of trusts, estates and inheritance tax planning
  • Experience advising owner-managed businesses, entrepreneurial clients and high-net-worth individuals
  • Good technical understanding of capital gains tax, private tax planning and succession planning
  • Exposure to advisory work and the ability to identify tax planning opportunities
  • Commercial awareness and confidence in dealing directly with clients
  • Strong relationship management skills and the ability to develop trusted client relationships
  • Good business development skills and a proactive approach to supporting the growth of client relationships
  • 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

We are committed to building and sustaining a workplace where justice, equity, diversity and inclusion are embedded in how we recruit, develop, and support our people. We welcome applications from individuals of all backgrounds, identities and experiences, and we are dedicated to ensuring that everyone we interact with is treated with dignity, fairness and respect. Our People and Culture processes are designed to be inclusive and transparent, with recruitment and selection based on merit. We are committed to removing barriers, making reasonable adjustments where needed, and creating equal access to opportunities for all.

Life at Robson Laidler - A great place to work! Listed as one of The Best Places to Work by The Sunday Times, we're committed to supporting you and your lifestyle. Want to bike to work or have an active lunch break? No problem! Take advantage of our in-house shower facilities or our walking club. Need to pick the kids up early one day? Our flexible working schemes allow you to fit work around your personal life. Want regular encouragement? Our Kudos system ensures you are praised and rewarded for doing a great job or demonstrating our team values. We also have a calendar of health and wellbeing initiatives, including regular Health MOTS, awareness workshops and 24/7 confidential mental health support. A lot of our recruits come looking for a positive place to work. That's why we take pride in our diverse team and inclusive environment.

Private Client Tax Manager / Consultant in North East employer: Robson Laidler Accountants

Robson Laidler Accountants is an excellent employer, offering a dynamic and supportive work culture that values collaboration and professional growth. With flexible working arrangements and a focus on developing advisory services for owner-managed businesses, employees are empowered to enhance their skills while contributing to the success of a thriving Tax team. The hybrid role across multiple offices provides unique opportunities to engage with diverse clients and foster meaningful relationships in a rewarding environment.

Robson Laidler Accountants

Contact Details:

Robson Laidler Accountants Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Tax Manager / Consultant in North East

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, 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 Manager / Consultant in North East

Private Tax Compliance
Advisory Work
Trusts and Estates Planning
Inheritance Tax Knowledge
Capital Gains Tax Understanding
Estate Planning
Succession Planning

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'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. 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!

How to prepare for a job interview at Robson Laidler Accountants

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.

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. It helps to show our commitment!