Personal Tax Senior / Assistant Manager

Taxation; Newcastle upon Tyne; On-site; GBP 40,000 - 60,000; Full time

Job summary

A growing accountancy practice in Newcastle is seeking an experienced Personal Tax Senior / Assistant Manager. You will manage a diverse portfolio of personal tax clients, ensuring timely compliance and advisory services. Ideal candidates should have proven personal tax experience, strong technical knowledge, and excellent communication skills. The role offers full support for CTA qualification, competitive salary, and flexible working arrangements, fostering a collaborative environment for professional growth.

Benefits

Competitive salary

Full support for CTA qualification

Clear career progression

Flexible working arrangements

Qualifications

• 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.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring timely and accurate completion of tax returns.
• Provide advice on capital gains tax, inheritance tax and other personal tax matters.
• Identify tax planning opportunities and provide proactive advice to clients.

Skills

Personal tax experience

Client communication skills

Organizational skills

Ability to manage deadlines

Proactive attitude

Education

ATT qualified or part-qualified

Job description

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:
📧 [e-mail]
📞 07920 557121