Personal Tax Senior​/Assistant Manager

Personal Tax Senior / Assistant Manager – Newcastle

• Location Newcastle upon Tyne
• Sector Tax, Personal Tax, Private Client Tax
• Contract Type Permanent
• Salary £35000 - £44000 per annum
• Contact Will Langdon
• Contact email
• Contact phone
• Published 1 day ago
• Expiry date
• Start date
• Consultant Will Langdon

Forward-Thinking Accountancy Practice | Career Progression | Flexible Working

Clark Wood is delighted to present an exciting opportunity for an experienced Tax Senior / Assistant Manager to join a growing and forward-thinking accountancy practice in Newcastle. This role is ideal for a proactive individual seeking to develop their expertise in Personal Tax while working closely with knowledgeable Tax Partners and Managers.

As a Personal Tax Senior, you will manage a diverse portfolio of clients, including high-net-worth individuals, sole traders, partnerships, landlords, and company directors. You will be responsible for delivering high-quality compliance and advisory services, supporting junior team members, and identifying tax planning opportunities to enhance client outcomes.

• Manage a portfolio of personal tax clients, ensuring timely and accurate completion of tax returns
• Prepare and review Self-Assessment tax returns, covering income from property, investments, employment, and sole trades
• Provide advice on capital gains tax, inheritance tax, and other personal tax matters
• Liaise with HMRC on compliance issues and tax enquiries
• Identify tax planning opportunities and provide proactive advice to clients
• Support junior staff by reviewing their work and assisting in their development
• Keep up to date with changes in tax legislation and ensure compliance across the client base

• Proven experience in personal tax, ideally within a UK accountancy practice
• ATT qualified or part-qualified, with support available to complete CTA
• Strong technical knowledge of Self-Assessment, capital gains tax, and inheritance tax
• Excellent client communication and interpersonal skills
• Strong organisational skills with the ability to manage multiple deadlines
• Proactive and commercially minded, with the ability to identify and act on tax planning opportunities

• Competitive salary, dependent on experience
• Full support for CTA qualification (if desired)
• Clear career progression within a growing and dynamic firm
• Friendly, collaborative, and supportive working environment
• Flexible working arrangements to support work-life balance

For more information or to apply, contact Will Langdon at Clark Wood Recruitment:

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