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 works with over 2000 clients, including individuals, partnerships, LLPs, and trusts. Their services include traditional compliance work as well as advisory projects across all taxes. They work closely with colleagues in Business Tax and other service lines where appropriate, focusing on getting to know their clients and anticipating their needs, known for an exemplary level of service.
Benefits:
* Study support where applicable
* The Peoples Pension
* Life insurance
* 5 weeks’ holiday plus bank holidays
* Genuine work-life balance
* Hybrid working
* Private medical insurance
* Enhanced maternity pay
* Employee assistance programme
* Purchase of additional holiday
* Cycle to work scheme
Key Duties:
* Taking full responsibility for an interesting and diverse portfolio of tax returns, including HNWs, director/shareholders, partnerships, and sole traders.
* Supervision and training responsibility for an assistant; reviewing their work and supporting them in their development.
* Supporting clients on an “as-needed” basis with technical and procedural queries, HMRC tax enquiries, and disclosures.
* Involvement in tax advisory projects, including capital tax planning, pension planning, and profit extraction.
* Dealing with new client enquiries, quoting, and onboarding.
* 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.
* Developing and maintaining trusted long-term relationships with clients, colleagues, and professional contacts.
You will have:
* ATT or CTA qualified
* At least 2 years’ experience in a personal tax compliance role at manager level
* An interest in, and experience of, working with clients in the agricultural sector
* Ability to work under pressure and to deliver to deadlines
* An interest in developing and coaching junior staff and secondees
* Excellent communication skills, both verbal and written
* Strong organizational skills, with the ability to self-manage
* Willingness to research technical issues and ability to problem solve
If this sounds like it could be the next step in your career then click ‘apply now’ and a member of our team will be in touch.
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