Personal Tax Senior / Assistant Manager Newcastle

Clark Wood - Tax Recruitment; Newcastle upon Tyne; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy practice in Newcastle is seeking a Personal Tax Senior / Assistant Manager to manage a diverse portfolio of clients, including high-net-worth individuals and companies. The ideal candidate will have significant experience in personal tax, be client-focused, and possess strong interpersonal and technical skills. This role offers a competitive salary, full support for CTA qualification, and flexible working arrangements in a collaborative environment. Apply now for a rewarding career opportunity!

Benefits

Competitive salary

Support for CTA qualification

Career progression opportunities

Flexible working arrangements

Supportive working environment

Qualifications

• Experience within a UK accountancy practice is preferred.
• Ability to manage multiple deadlines effectively.
• Proven capability to identify tax planning opportunities.

Responsibilities

• Manage a portfolio of personal tax clients and ensure timely compliance.
• Prepare and review Self-Assessment tax returns across various income sources.
• Advise clients on personal tax matters, including capital gains and inheritance tax.
• Liaise with HMRC on compliance issues and tax enquiries.
• Support junior staff and assist in their development through reviews.

Skills

Proven experience in personal tax

Strong technical knowledge of Self-Assessment

Excellent client communication skills

Strong organisational skills

Proactive and commercially minded

Education

ATT qualified or part-qualified

Job description

Personal Tax Senior / Assistant Manager – Newcastle

Forward-Thinking Accountancy Practice | Career Progression | Flexible Working

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.

For more information or to apply, contact Will Langdon at Clark Wood Recruitment:

📧 [e-mail]

📞 07920 557121

Ref: #CWWL