Personal Tax Consultant

Location: Newcastle upon Tyne

An excellent opportunity has arisen for a Personal Tax Consultant to join my client’s team in their Newcastle offices.

Key Responsibilities

• Providing personal tax compliance and advisory services to a varied client portfolio.

• Advising on trusts, estates, and inheritance tax planning matters.

• Supporting clients with succession and estate planning strategies.

• Advising owner-managed businesses, entrepreneurs, and high-net-worth individuals.

• Providing guidance on capital gains tax and personal tax planning opportunities.

• Identifying tax planning opportunities and delivering practical, commercial solutions.

• Building and maintaining strong client relationships.

• Working collaboratively with colleagues across service lines to provide integrated advice.

• Supporting and mentoring junior members of the team.

• Contributing to business development and growth initiatives.

Skills & Experience

• STEP qualified, or significant equivalent experience in private client tax.

• Strong experience in personal tax compliance and advisory work.

• 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.

• Excellent communication and client relationship management skills.

• Commercial awareness and the ability to provide practical tax advice.

• Strong organisational and project management skills.

Benefits

• Four-Day Working Week (subject to successful completion of probation).

• Hybrid and flexible working arrangements.

• 25 days annual leave plus bank holidays.

• Additional annual leave entitlement based on length of service.

• Birthday leave.

• Paid volunteering time.

• Team development days.

• Ongoing professional development and learning opportunities.

• Clear career progression pathways.

• Supportive and collaborative working environment.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note:

Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful