Personal Tax Senior - Newcastle

Pro-Tax; Newcastle upon Tyne; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A leading professional services firm in Newcastle is seeking a Personal Tax Senior to provide compliance and advisory services to a national client portfolio. Candidates should have 1-3 years of personal tax compliance experience and be ATT qualified or working towards it. The firm offers hybrid working, competitive salaries benchmarked against big firms, and study support for ATT/CTA qualifications.

Benefits

Study support for ATT/CTA qualifications

Competitive salary

Hybrid working

Progression opportunities

Qualifications

• 1-3 years of experience working in personal tax compliance.
• Experience with UK tax.
• Ability to manage a portfolio of clients.

Responsibilities

• Provide compliance and advisory services to a private client portfolio.
• Manage a portfolio of 100-150 clients.
• Support with personal tax compliance needs including tax returns.

Skills

Personal tax compliance

Client management

Advisory services

Tax return preparation

Education

ATT qualified or working towards

Job description

Personal Tax Senior – Newcastle – £28,000 - £35,000

Are you currently studying your ATT and looking for your next step? Do you want to work for a supportive firm and study your CTA? Enjoy personal tax compliance?

I'm currently working with a leading professional services firm who are building a new office and personal tax team in Newcastle.

Your new role:

You’ll be working closely with a Tax Manager and Assistant Tax Manager in Newcastle, providing compliance and advisory services to a private client portfolio across the UK.

Responsibilities include:

• Working on a national portfolio of clients working regularly with HNWIs, UHNWIs, OMBs, celebrities, sports professionals and non‑doms.
• You will manage your own portfolio (depending on experience) of between 100-150 clients, acting as a regular point of contact.
• Supporting with a full range of personal tax compliance needs including tax returns, P11Ds and PSAs.
• Conduct and run client meetings with your client portfolio.
• Ad hoc planning and advisory matters.

What you’ll need to be successful:

• 1-3 years experience working in personal tax compliance
• Either ATT qualified or working towards
• UK tax experience

What is in it for you?

• Study support for ATT/CTA qualifications
• Work on a national portfolio of clients
• Competitive salary benchmarked against big firms
• Hybrid working (2-3 days a week in office)
• Progression opportunities to Assistant Manager

Do you want to find out more? Please call Sam Minor on 07764700259 or email on [e-mail].

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.