Personal Tax Senior / Assistant Manager – Newcastle

Clark Wood; Newcastle upon Tyne; On-site; GBP 35,000 - 44,000; Full time

Job summary

A leading accountancy firm is looking for a Personal Tax Senior / Assistant Manager in Newcastle to manage a diverse portfolio of clients, ensuring compliance and offering tax planning advice. The role requires proven experience in personal tax and involves supporting junior staff to enhance their development. The firm promotes a flexible working environment and offers a competitive salary along with full support for CTA qualification. Ideal for proactive individuals eager to progress their career within a dynamic team.

Benefits

Competitive salary

Full support for CTA qualification

Career progression

Flexible working arrangements

Qualifications

• Proven experience in personal tax, ideally within a UK accountancy practice.
• Strong technical knowledge of Self-Assessment, capital gains tax, and inheritance tax.
• Proactive and commercially minded.

Responsibilities

• Manage a portfolio of personal tax clients and ensure accurate tax returns.
• Provide advice on capital gains tax and inheritance tax.
• Identify tax planning opportunities for clients.

Skills

Personal tax knowledge

Client communication

Organisational skills

Tax planning

Education

ATT qualified or part-qualified

Job description

Personal Tax Senior / Assistant Manager – Newcastle

• Location Newcastle upon Tyne
• Sector Tax, Personal Tax, Private Client Tax
• Contract Type Permanent
• Salary £35000 - £44000 per annum
• Contact Will Langdon
• Contact email [e-mail]
• Contact phone [phone]
• Published 1 day ago
• Expiry date 2053-04-25
• Start date 2025-12-09
• Consultant Will Langdon

Forward-Thinking Accountancy Practice | Career Progression | Flexible Working

Clark Wood is delighted to present an exciting opportunity for an experienced 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

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

📧 [e-mail]

📞 07920 557121

Ref: #CWWL