Tax Advisory Manager

An excellent opportunity has arisen for an experienced Tax Adviser to join my clients team in their Newcastle offices.

During this role, you will be delivering bespoke tax advisory projects over a wide range of personal and business tax areas, serving the needs of clients and our non-tax staff.

Job overview:

• Minimise client churn by being genuinely proactive with clients, identify opportunities to deliver ‘wow’ moments with clients and manage client expectations


• Mitigate risk when giving specialist tax advice so the company or client doesn’t face any unexpected or adverse impacts as a result of the advice


• Happy to contribute to the company’s marketing plan through, for example, attending events, building own network or drafting content for use in the company’s marketing channels


• To act as a role model demonstrating high standards of work performance, achievement and conduct


• Work to achieve productivity targets and exceed specific role requirements and KPIs


• Keep yourself up-to-date with: technical updates, especially changes in tax regulations


• Attend technical and soft skills/management training/leadership courses as identified


• Invest in own skillset to be able to deliver a proactive business advisor service to help own clients achieve their business and personal goals


• Work positively with clients to help the company gain a high client satisfaction score.


• Demonstrate behaviour in accordance with company’s values

Role Requirements:

• CTA qualified or qualified by experience (with 3+ years’ experience of providing tax advice to clients)


• PQE desirable but not a deal breaker


• Corporate Tax experience is preferred


• Adapts style to needs of situation


• Analytical but able to see the “bigger picture”


• Strong business acumen and commercial awareness


• Understand impact on others


• Ability to meet targets & deadlines


• Ability to prioritise workload and exceed expectations of clients


• Ability to balance needs of the business and the client

What's on offer:

• 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


• Team development days


• Flexible working hours

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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