Personal Tax Consultant

An excellent opportunity has arisen for a Personal Tax Consultant to join my client’s team in their Newcastle offices.

Key Responsibilities

• Providing personal tax compliance and advisory services to a varied client portfolio.
• Advising on trusts, estates, and inheritance tax planning matters.
• Supporting clients with succession and estate planning strategies.
• Advising owner-managed businesses, entrepreneurs, and high-net-worth individuals.
• Providing guidance on capital gains tax and personal tax planning opportunities.
• Identifying tax planning opportunities and delivering practical, commercial solutions.
• Building and maintaining strong client relationships.
• Working collaboratively with colleagues across service lines to provide integrated advice.
• Supporting and mentoring junior members of the team.
• Contributing to business development and growth initiatives.

Skills & Experience

• STEP qualified, or significant equivalent experience in private client tax.
• Strong experience in personal tax compliance and advisory work.
• 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.
• Excellent communication and client relationship management skills.
• Commercial awareness and the ability to provide practical tax advice.
• Strong organisational and project management skills.

Benefits

• Four-Day Working Week (subject to successful completion of probation).
• Hybrid and flexible working arrangements.
• 25 days annual leave plus bank holidays.
• Additional annual leave entitlement based on length of service.
• Birthday leave.
• Paid volunteering time.
• Team development days.
• Ongoing professional development and learning opportunities.
• Clear career progression pathways.
• Supportive and collaborative working environment.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful