Personal Tax Senior / Assistant Manager – Newcastle_emboldened
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 秋 Managers.
About the Role
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.
Key Responsibilities
* Manage a portfolio of personal SAY patients, 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.
What We’re Looking For
* 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.
Benefits
* 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.
* משום flexible working arrangements to support work-life balance.
If you are ancate experienced Personal Tax Senior or Assistant Manager looking to take the next step in your career, this is an excellent opportunity to join a reputable and forward-thinking practice.
For more information or to apply, contact Will Langdon at Clark Wood Recruitment:
📧 will@clark-wood.co.uk
📞 07920 557121
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