Senior Personal Tax Advisor β€” HNWI Portfolio

Senior Personal Tax Advisor β€” HNWI Portfolio

Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
Taxation

At a Glance

  • Tasks: Manage a portfolio of high-net-worth clients and provide tailored tax advice.
  • Company: Dynamic taxation firm in Newcastle upon Tyne with a focus on client relationships.
  • Benefits: Competitive salary, professional development, and opportunities for career advancement.
  • Other info: Opportunity to contribute to modernising processes and enhancing service delivery.
  • Why this job: Join a team that values innovation and client service while working with high-profile clients.
  • Qualifications: Experience in UK tax and strong interpersonal skills are essential.

The predicted salary is between 50000 - 65000 Β£ per year.

Taxation in Newcastle upon Tyne is seeking a Personal Tax Senior to join our regional practice.

You will manage a growing portfolio of high-net-worth individuals, directors and self-employed professionals, delivering tailored tax advice and timely updates.

The role requires a personable, confident approach, strong client meeting skills, and practical UK tax experience.

You will support the Partner on projects and contribute to modernising processes and improving the service offering, with study

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Senior Personal Tax Advisor β€” HNWI Portfolio employer: Taxation

Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.

Taxation

Contact Details:

Taxation Recruitment Team

We think you need these skills to ace Senior Personal Tax Advisor β€” HNWI Portfolio

Personal Tax Experience
Client Meeting Skills
High-Net-Worth Individual (HNWI) Advisory
Tax Advisory Skills
UK Tax Knowledge
Portfolio Management
Project Support