Tax Development Executive

Adaptive Group; Newcastle upon Tyne; On-site; GBP 29,000 - 35,000; Full time

Job summary

A national tax advisory firm is seeking a Tax Development Executive in Newcastle. The role focuses on lead generation, client engagement, and consultative sales. Ideal candidates will possess strong communication skills and prior experience in business development or taxation. This position offers the chance to grow within a respected organization with clear progression routes and training support.

Benefits

Access to internal development and training

Clear progression routes

Qualifications

• Confidence in speaking to clients about tax advisory.
• Ability to create pipelines and book quality meetings.
• Previous experience in sales or professional services.

Responsibilities

• Identify and qualify potential clients across SMEs and high-net-worth individuals.
• Present tailored tax solutions aligned to client needs.
• Manage client engagement through various channels.

Skills

Strong communication and relationship‑building skills

Confidence in speaking with business owners

Ability to manage pipelines and hit KPIs

Experience in business development or sales

Job description

Job Title: Tax Development Executive

Location: Newcastle

Contract Type: Permanent / Full Time

Salary: Up to £35,000 dependent on experience

Are you commercially minded, confident speaking to clients and interested in the world of tax advisory?

This is an opportunity to join a growing national firm in a role that blends business development, client engagement and consultative selling.

As a Tax Development Executive, you'll play a key part in identifying new opportunities, connecting with potential clients and helping the firm grow its tax advisory portfolio.

Working closely with Tax Partners, Advisors and the wider Growth & Sales team, you'll be at the forefront of engaging businesses that need specialist tax support.

What You'll Be Doing

Lead Generation & Prospecting

• Identify and qualify potential clients across SMEs, owner‑managed businesses, and high‑net‑worth individuals.
• Use CRM tools, market research, and data to target organisations with complex or emerging tax needs (e.g., R&D, VAT, restructuring).

Booking Meetings for Partners

• Create strong pipelines of potential clients and arrange high‑quality meetings for Tax Partners and senior specialists.

Client Engagement

• Make first contact via phone, email, LinkedIn, and networking events.
• Understand client challenges across tax compliance, planning, efficiency, and disputes.

Consultative Sales

• Present tailored tax solutions aligned to client needs from corporate tax planning to IHT strategies and international tax structuring.
• Work with tax experts to prepare compelling proposals, scoping documents, and pricing models.

Pipeline & CRM Management

• Keep accurate records of every interaction, opportunity and prospect stage.
• Track performance against KPIs including meetings booked, proposals delivered, and conversion ratios.

Collaboration

• Partner with tax advisors, Partners, and marketing teams to refine service messaging and market positioning.
• Share insights from the market to help shape strategy and future offerings.

What We’re Looking For

• Strong communication and relationship‑building skills
• Confidence in speaking with business owners, finance leaders, and high‑value prospects
• A consultative, curious and commercially minded approach
• Ability to manage pipelines, prioritise tasks, and hit activity‑based KPIs
• Experience in business development, sales or professional services

Why This Role Stands Out

• Join a respected national firm with strong growth in advisory services
• Work alongside experienced Tax Partners and specialists
• Access to excellent internal development, training, and support
• Clear progression routes within business development or tax advisory functions

If you have previous sales experience, maybe from professional services, telesales and are good at lead generation and managing pipeline then we would love to hear from you.

Please note that sponsorship is not available with this role.