New
Tax Manager
About the role
NRG is proudly working with a well-established, independent advisory firm based in Newcastle, known for its dynamic and modern approach. With a long-standing history, the firm is built on strong core values focused on being trusted, strategic advisors; and a collaborative culture. They operate across multiple service lines, delivering innovative advice and solutions to a diverse client base. The company fosters a supportive and friendly environment, offering excellent training and career development opportunities for dedicated professionals.
The role:
We are seeking an experienced tax professional within our client’s personal tax service line, with a particular focus on the agricultural sector. The ideal candidate will have experience in managing and guiding a team.
The Personal Tax team work with over 2000 clients, including individuals, partnerships and LLPs and trusts. Their services include traditional compliance work as well as advisory projects across all taxes. They work closely with our colleagues in Business Tax and other service lines where appropriate. With a focus on getting to know their clients and anticipating their needs so they are known for an exemplary level of service.
Benefits:
1. Study support where applicable
2. The Peoples Pension
3. Life insurance
4. 5 weeks’ holiday plus bank holidays
5. Genuine work life balance
6. Hybrid working
7. Private medical insurance
8. Enhanced maternity pay
9. Employee assistance programme
10. Purchase of additional holiday
11. Cycle to work scheme
Key Duties:
12. Taking full responsibility for an interesting and diverse portfolio of tax returns, including HNWs, director/shareholders, partnerships and sole traders.
13. Supervision and training responsibility for an assistant; reviewing their work and supporting them in their development
14. Supporting clients on an “as-needed” basis with technical and procedural queries, HMRC tax enquiries and disclosures
15. Involvement in tax advisory projects, including capital tax planning, pension planning and profit extraction.
16. Dealing with new client enquiries, quoting and on-boarding.
17. Taking an active role in the management of the firm’s overall personal tax compliance service, identifying efficiencies and assisting in the introduction of new processes and technologies
18. Developing and maintaining trusted long-term relationships with clients, colleagues and professional contacts.
You will have:
19. ATT or CTA qualified
20. At least 2 years’ experience in a personal tax compliance role at manager level
21. An interest in, and experience of, working with clients in the agricultural sector
22. Ability to work under pressure and to deliver to deadlines
23. An interest in developing and coaching junior staff and secondees
24. Excellent communication skills, both verbal and written
25. Strong organizational skills, with ability to self-manage
26. Willingness to research technical issues and ability to problem solve