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Personal Tax Senior / Assistant Manager – Newcastle

  • Location

    Newcastle upon Tyne

  • Sector:

    Tax, Personal Tax, Private Client Tax

  • Contract Type:

    Permanent

  • Salary:

    £35000 - £44000 per annum

  • Contact:

    Will Langdon

  • Contact email:

    will.langdon@clark-wood.co.uk

  • Contact phone:

    +44 (0) 1173 291051

  • Job ref:

    WL-18365

  • Published:

    about 17 hours ago

  • Expiry date:

    2053-04-25

  • Startdate:

    2025-12-09 00:00:00

  • Consultant:

    Will Langdon

Personal Tax Senior / Assistant Manager – Newcastle
Forward-Thinking Accountancy Practice | Career Progression | Flexible Working
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 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 tax clients, 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
  • Flexible working arrangements to support work-life balance
If you are an 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
Ref: #CWWL