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Private Client Tax Senior

Crowe Watson Recruitment
Posted 10 days ago, valid for 6 days
Location

Newcastle Upon Tyne, Northumberland NE19 2BG, England

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A leading firm of Chartered Accountants in Gosforth, Newcastle upon Tyne is seeking a Private Client Tax Senior with a competitive salary dependent on experience.
  • The role requires managing a portfolio of personal tax clients and advising on complex tax matters, including trusts and estates.
  • Candidates should have ATT/CTA qualifications or equivalent experience, along with a background in a UK practice environment.
  • Strong communication skills and the ability to build client relationships are essential for success in this position.
  • This opportunity offers flexible working options and excellent career progression within a supportive environment.

Are you a skilled Private Client Tax Senior seeking a new challenge in a flexible and supportive environment? We are recruiting on behalf of a leading firm of Chartered Accountants in Gosforth, Newcastle upon Tyne, offering flexible working options, excellent progression opportunities, a competitive salary, and much, much more! This is an exciting opportunity for a tax professional who is dedicated to delivering high-quality service and looking to grow within a well-respected firm.

In this role, you will be managing a portfolio of personal tax clients, ensuring that all tax returns are completed accurately and efficiently. You will be responsible for advising clients on a wide range of tax issues, including complex personal tax matters, trusts, and estates. This role provides a balance of client interaction and technical work, ideal for an individual who enjoys developing client relationships and handling detailed tax calculations.

The firm is committed to supporting the development of its team members, making this an excellent role for someone looking to progress their career in personal tax. If you are a motivated individual with a background in a UK practice environment, we encourage you to apply—even if you don’t meet every requirement.

Crowe Watson is acting as an Employment Agency; references to pay rates are indicative, and salary is dependent on experience.

Key Responsibilities

  • Manage a portfolio of personal tax clients, ensuring timely and accurate completion of tax returns
  • Advise clients on a range of personal tax matters, including trusts, estates, and inheritance tax
  • Identify tax planning opportunities and provide proactive advice to clients
  • Build and maintain strong client relationships through regular communication and support
  • Assist in mentoring and developing junior team members
Requirements
  • ATT/CTA qualified or equivalent, or qualified by experience
  • Must have previous experience working within a UK Practice environment
  • Strong technical knowledge of personal tax legislation and compliance
  • Excellent communication and client management skills
  • Self-motivated with the ability to work both independently and as part of a team

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.