Tax Development Executive

Adaptive Group; Newcastle upon Tyne; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Access to internal development and training

Clear progression routes

Job summary

A growing national tax advisory firm in Newcastle is seeking a Business Development Executive to drive client engagement and generate new business opportunities. The role involves identifying potential clients, managing relationships, and working closely with Tax Partners to deliver tailored tax solutions. Ideal candidates will have strong sales experience, confidence in client interactions, and a proactive approach to business development. The role offers excellent training and clear progression routes.

Qualifications

• Experience in business development, sales or professional services is a must.
• Ability to manage pipelines and prioritise tasks.
• Excellent in managing client interactions and understanding their needs.

Responsibilities

• Identify and qualify potential clients across various sectors.
• Create strong pipelines and arrange meetings for senior specialists.
• Engage clients and present tailored tax solutions.

Skills

Strong communication and relationship-building skills

Confidence in speaking with business owners

Consultative and commercially minded

Experience in business development or sales

Tools

CRM tools

Job description

Job Title: Business Development Executive Tax Advisory

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 Business Development Executive - Tax Advisory, 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.
• 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.

Keep accurate records of every interaction, opportunity and prospect stage.

• Track performance against KPIs including meetings booked, proposals delivered, and conversion ratios.
• 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 Were 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.