At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and deliver high-quality compliance services.
- Company: Join a forward-thinking accountancy practice in Newcastle with a supportive culture.
- Benefits: Enjoy competitive salary, flexible working, and full support for CTA qualification.
- Other info: Great career progression opportunities in a dynamic and collaborative environment.
- Why this job: Develop your expertise in personal tax while making a real impact on clients' financial outcomes.
- Qualifications: Proven experience in personal tax and strong communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
Clark Wood is delighted to present an exciting opportunity for an experienced Personal Tax Senior / Assistant Manager to join a growing and forward-thinking accountancy practice in Newcastle. This role is ideal for a proactive individual seeking to develop their expertise in Personal Tax while working closely with knowledgeable Tax Partners and Managers.
About the Role
As a Personal Tax Senior, you will manage a diverse portfolio of clients, including high-net-worth individuals, sole traders, partnerships, landlords, and company directors. You will be responsible for delivering high-quality compliance and advisory services, supporting junior team members, and identifying tax planning opportunities to enhance client outcomes.
Key Responsibilities
- Manage a portfolio of personal tax clients, ensuring timely and accurate completion of tax returns
- Prepare and review Self-Assessment tax returns, covering income from property, investments, employment, and sole trades
- Provide advice on capital gains tax, inheritance tax, and other personal tax matters
- Liaise with HMRC on compliance issues and tax enquiries
- Identify tax planning opportunities and provide proactive advice to clients
- Support junior staff by reviewing their work and assisting in their development
- Keep up to date with changes in tax legislation and ensure compliance across the client base
What We’re Looking For
- Proven experience in personal tax, ideally within a UK accountancy practice
- ATT qualified or part-qualified, with support available to complete CTA
- Strong technical knowledge of Self-Assessment, capital gains tax, and inheritance tax
- Excellent client communication and interpersonal skills
- Strong organisational skills with the ability to manage multiple deadlines
- Proactive and commercially minded, with the ability to identify and act on tax planning opportunities
Benefits
- Competitive salary, dependent on experience
- Full support for CTA qualification (if desired)
- Clear career progression within a growing and dynamic firm
- Friendly, collaborative, and supportive working environment
- Flexible working arrangements to support work-life balance
If you are an experienced Personal Tax Senior or Assistant Manager looking to take the next step in your career, this is an excellent opportunity to join a reputable and forward-thinking practice.
Personal Tax Senior / Assistant Manager Newcastle employer: Taxation
Clark Wood is an excellent employer for Personal Tax Seniors and Assistant Managers, offering a supportive and collaborative work environment in the vibrant city of Newcastle. With a strong focus on career progression, flexible working arrangements, and comprehensive support for professional qualifications like CTA, employees can thrive both personally and professionally while managing a diverse portfolio of clients. Join a forward-thinking accountancy practice that values your expertise and fosters growth.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior / Assistant Manager Newcastle
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your expertise in personal tax. Bring examples of your work or case studies that showcase your problem-solving skills. We want to see how you can add value to their team!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and be ready to discuss how your experience aligns with their needs. We recommend practising common interview questions so you can walk in feeling confident and ready to impress.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that role! We’ve got loads of resources to help you along the way, and applying directly shows your enthusiasm for the position. Let’s get you that job!
We think you need these skills to ace Personal Tax Senior / Assistant Manager 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 experience and any relevant qualifications like ATT or CTA. We want to see how you fit into our forward-thinking 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 growing practice. Keep it concise but engaging – we love a good story!
Showcase Your Client Skills:Since this role involves managing a diverse portfolio of clients, make sure to mention your client communication skills. Share examples of how you've provided excellent service or identified tax planning opportunities in the past.
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. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, especially Self-Assessment, capital gains tax, and inheritance tax. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Client Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you've provided proactive advice to clients, as this is key for the Personal Tax Senior position.
✨Demonstrate Your Proactivity
Think of instances where you've identified tax planning opportunities or improved processes. This will illustrate your proactive mindset, which is something the company values highly.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to tax compliance and advisory services. This shows your genuine interest in the role and helps you understand how you can contribute to their forward-thinking practice.
