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

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