Private Wealth Tax Specialist
2 days ago
We have an exciting opportunity for a Private Wealth Tax Specialist to join our team in Newcastle or Bristol. As a key member of our Tax/Trust Accounting team, you will be responsible for preparing tax returns, managing client relationships, and ensuring that all tasks are completed efficiently.
Your main responsibilities will include:
- Preparing and reviewing tax returns for clients
- Managing client portfolios, including personal and trusts tax returns
- Ensuring that engagement letters are in place and fees are agreed and billed accordingly
You will work closely with our team to ensure that all tasks are completed to a high standard. Experience of trusts and Inheritance Tax is desirable but not essential.
Salary: £40,000 - £60,000 per annum, based on location and experience.
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Private Client Tax Specialist
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout the JobWe are looking for a skilled and detail-oriented individual to join our Private Client Tax team as a Private Client Tax Specialist. As part of this role, you will be responsible for preparing tax returns, advising clients on tax matters, and liaising with HMRC on their behalf.The successful candidate will have excellent communication skills, be...
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Private Client Senior Tax Consultant
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Lusona LLP Full timeJob OverviewAs a senior tax manager at Lusona LLP, you will be part of the regional private client team advising high-net-worth individuals, trusts, and private equity on complex tax matters. The role focuses on domestic HWNIs, M&A, real estate, and international tax.Key Responsibilities:Provide expert advice on complex tax issues for private wealth...
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Tax Compliance Specialist
23 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeOur client, a leading professional services firm, is building a new office and personal tax team in Newcastle. We are seeking a skilled Tax Compliance Specialist to join their team.About the Role:This is an excellent opportunity for a Personal Tax Professional to work closely with a Tax Manager and Assistant Tax Manager in Newcastle, providing compliance and...
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Wealth Administration Specialist
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeJob SummaryAs a Senior Financial Services Coordinator at Recruit Wealth Ltd, you will be responsible for processing and chasing new business, creating illustrations, valuations, and other essential tasks to provide an integral function to the wider team. You will work closely with the Client Administration Team Leader and team of Administrators to deliver...
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Tax Compliance Specialist
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Pro-Tax Full timeCompany Overview:">We are Pro-Tax, a leading professional services firm committed to delivering exceptional tax compliance and advisory services to our clients.">Salary: £28,000 - £35,000 per annum">Job Description:">Your New Role">You will be working closely with a Tax Manager and Assistant Tax Manager in Newcastle, providing compliance and advisory...
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Senior Tax Professional
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Womble Bond Dickinson (UK) LLP Full timeWe are seeking a highly skilled Tax Compliance Specialist to join our esteemed Private Wealth team in the UK. This is an excellent opportunity for a talented professional to take responsibility for a portfolio of clients, preparing personal and trustees' tax returns.The role involves preparing tax returns for review, dealing with the day-to-day affairs of...
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Personal Tax Specialist
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeYour New RoleYou will work closely with a Tax Manager and Assistant Tax Manager, providing compliance and advisory services to a private client portfolio across the UK.
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Senior Tax Specialist
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Bryony Gibson Consulting Full timeRole SummaryBryony Gibson Consulting is looking for an experienced Tax Senior to join their team. As a key member of the Private Wealth service line, you will work closely with a portfolio of clients in Newcastle city centre, preparing and reviewing tax returns.Responsibilities and TasksPrepare and review tax returns for company directors, trusts, estates,...
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Corporate Tax Specialist Opportunity
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Pro-Tax Full timePro-Tax is currently looking for an experienced Tax Manager/Assistant Manager to join their team in Newcastle.The successful candidate will have a proven track record of delivering tax compliance and advisory services, including international tax matters, due diligence, and R&D tax credits.This is an excellent opportunity for someone who wants to take on new...
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Tax Administrator Assistant
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Womble Bond Dickinson (UK) LLP Full timeWe are seeking a skilled Tax Administrator Assistant to join our esteemed Private Wealth team in the UK. As part of our Tax/Trust Accounting team, you will take responsibility for a portfolio of clients, preparing personal and trustees' tax returns.The role involves preparing tax returns for review, managing client relationships, ensuring engagement letters...
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Trust Account Specialist
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Womble Bond Dickinson Full timeTrust Account SpecialistWe are seeking a Trust Account Specialist to join our esteemed Private Wealth team at Womble Bond Dickinson. This role requires a high level of expertise in trust account preparation, with experience in presenting information in spreadsheet format and writing reports. The ideal candidate will have a strong understanding of various...
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Private Client Tax Specialist Trainee
23 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAre you passionate about tax and eager to develop your skills and knowledge? Do you want to work for a leading UK professional services firm that values diversity, equity, and inclusion? Evelyn Partners Fund Solutions Limited has an exciting opportunity for a Tax Graduate to join our Private Client Tax team in Newcastle.Job ResponsibilitiesAs a Tax Graduate,...
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Personal Tax Professional
23 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeWe are seeking a highly skilled Personal Tax Professional to join our client's personal tax team in Newcastle. This is an exciting opportunity to work on a national portfolio of clients and develop your career in personal tax compliance.About the Role:This role involves working closely with a Tax Manager and Assistant Tax Manager in Newcastle, providing...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Anakin Seal Legal Recruitment Full timeA top-tier private client opportunity has arisen in Newcastle, offering the chance to excel as a senior estate planning specialist.About Anakin Seal Legal RecruitmentWe are a highly respected full-service firm, renowned for our work with multi-million pound organisations, owner-managed businesses, and high net worth individuals. Our team is committed to...
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Senior Tax Professional
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Clark Wood - Tax Recruitment Full timeClark Wood, a prominent tax recruitment specialist, is partnering with a well-regarded regional firm of accountants to grow their Tax department. We are seeking an experienced Tax Senior to join their team in Newcastle.The successful candidate will be responsible for a mixed portfolio of Personal & Corporate clients, providing ad-hoc support to partners on...
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Corporate Tax Specialist
5 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Johnston Carmichael Full timeWe are seeking a highly experienced Tax professional to join our Owner Managed Businesses Tax team in a Corporate Tax Specialist role.As a key member of the team, you will provide technical tax advice on a range of issues, including business reorganisations, exits, EOTs, MVLs and family succession issues.The estimated salary for this role is...
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Corporate Tax Specialist
2 months ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Bryony Gibson Consulting Full timeA leading independent firm of Chartered Accountants in Newcastle is seeking a Corporate Tax Specialist to join their team. The successful candidate will provide tax services and strategic consultancy advice to privately owned businesses, wealthy individuals, and families.The role will involve providing tax planning and advisory services, including succession...
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HNW Tax Specialist Lead
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Georgiana Head Recruitment Limited Full timeJob DescriptionWe are seeking an experienced HNW tax specialist to lead our team of private client advisors. As a Senior Manager, you will be responsible for managing the tax affairs of high net worth individuals and families.The ideal candidate will have strong personal tax advisory skills, CTA qualification, and experience in managing complex tax...
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Financial Planning Specialist
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeJob OverviewWe are seeking experienced Paraplanners to join Recruit Wealth Ltd in their regional Newcastle offices.This is an exciting opportunity to work for a well-known, trusted brand that has secured Private Equity backing and is experiencing rapid growth and expansion.About the RoleThe ideal candidate will have experience in pension administration and...
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Senior Financial Services Coordinator
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeCompany OverviewWe are Recruit Wealth Ltd, a national financial planning business based in Newcastle. Our team provides day-to-day support and servicing to private clients, offering opportunities for career progression and a competitive benefits package.