Private Tax Consultant

Robson Laidler Accountants Ltd.; Newcastle upon Tyne, North East; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Participation in Four Day Working Week

Paid volunteer time

At least 25 days holiday plus bank holidays

Birthday off

Job summary

Robson Laidler Accountants Ltd. is looking for a Personal Tax Consultant to enhance their tax advisory team. This role requires strong experience in personal tax and succession planning, with a primary focus on trusts and estates.

The ideal candidate will have a STEP qualification or equivalent, along with skills in business development, and a collaborative approach to work. The firm offers benefits like a Four Day Working Week after probation and ample holidays.

Qualifications

• Experience in personal tax and succession planning.
• Ability to identify planning opportunities and deliver practical advice.
• Collaborative approach and willingness to support junior team members.

Responsibilities

• Provide tax advice to clients.
• Manage and develop client relationships.
• Support team members in their development.

Skills

Expertise in trusts, estates and inheritance tax planning

Experience advising owner-managed businesses

Strong technical knowledge of capital gains tax

Good business development skills

Education

STEP qualification or equivalent experience

Job description

At Robson Laidler, we believe great work happens when talented people are trusted, supported, and given the space to grow. That’s why we’ve built a firm where collaboration is real; development is intentional, and clients see us as more than just accountants – they see us as part of their team.

We’re now looking for a Personal Tax Consultant to join us – someone who takes pride in quality work, values strong relationships, good communicator and wants to be part of a firm that’s moving forward.

Job overview:

You’ll be a STEP-qualified (or equivalent experienced) private client tax specialist

Someone with strong experience in personal tax and succession planning.

The job specific requirements we would expect you to demonstrate are:

• 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 planning
• Ability to identify planning opportunities and deliver practical advice
• Commercial awareness and confidence in dealing directly with clients
• Good business development and relationship management skills
• A collaborative approach and willingness to support and develop junior team members

What you can expect from us:

• 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
• A genuinely supportive, down-to‑earth team
• Flexibility and trust in how you work
• Clear, realistic career progression
• Ongoing development and learning opportunities

Location: Newcastle upon Tyne | Durham | Teesside Hybrid working
Hours of Work: Permanent, full time
Salary: Competitive salary + benefits

For more information or to apply for this role, send your CV to: [e-mail]