Personal Tax Consultant

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