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.
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