Private Client Tax Advisor – Succession & Estates

Clear Legal & Financial Recruitment; Newcastle upon Tyne; On-site; GBP 65,000 - 90,000; Full time

Job summary

Clear Legal & Financial Recruitment is seeking an experienced Personal Tax Consultant to join its growing tax team in the United Kingdom. The role suits a STEP-qualified private client tax specialist, or an individual with significant equivalent experience, with strong expertise across personal tax and succession planning.

You will advise private clients, business owners and entrepreneurs on tax planning, trusts, estates and inheritance tax, capital gains tax, and related strategies, while

Qualifications

• STEP qualification or significant equivalent private client tax experience.
• Strong experience in personal tax and succession planning.
• 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.
• Ability to identify tax planning opportunities and deliver practical advice.
• Commercial awareness and confidence dealing directly with clients.
• Strong communication, relationship management and business development skills.
• A collaborative approach with the ability to support and develop junior colleagues.

Responsibilities

• Advising clients on personal tax and succession planning.
• Providing specialist advice on trusts, estates and inheritance tax.
• Advising owner-managed businesses and entrepreneurial clients.
• Managing and advising on capital gains tax and personal tax planning matters.
• Identifying tax planning opportunities and providing practical, commercially focused advice.
• Building and maintaining strong client relationships.
• Communicating confidently with clients and other professional advisers.
• Supporting business development and contributing to the growth of the tax offering.
• Supporting and developing junior members of the team.

Skills

STEP qualification

Private client tax

Succession planning

Trusts & estates

Inheritance tax planning

Owner-managed businesses

Capital gains tax

Commercial awareness

Client communication

Business development

Junior development

Job description

Clear Legal & Financial Recruitment is seeking an experienced Personal Tax Consultant to join its growing tax team in the United Kingdom. The role suits a STEP-qualified private client tax specialist, or an individual with significant equivalent experience, with strong expertise across personal tax and succession planning.

You will advise private clients, business owners and entrepreneurs on tax planning, trusts, estates and inheritance tax, capital gains tax, and related strategies, while