Personal Tax Senior​/Assistant Manager

Personal Tax Senior / Assistant Manager –

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 秋 Managers.

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.

• Manage a portfolio of personal SAY patients, 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.

• 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.

• 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.
• משום flexible working arrangements to support work-life balance.

If you are ancate 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:

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