29.04.2021

Private Client Advisor

£ Dependant upon experience Full or part-time hours considered BGC-01848-TX Permanent

We are excited to be working with this tax boutique on the outskirts of Newcastle as they look to attract a personal tax advisor to join their small and growing practice.

With a mix of home and office working, you will be spoilt with the beautiful office views they enjoy and be welcomed into their close knit team. This opportunity is rare and offers long-term career progression with no limits for the right individual. It also offers flexibility, catering for either full or part-time hours.

As an individual we are seeking to find someone who has a natural flair for client liaison, enjoys communication and is at ease in front of clients. Technically we would look for those either CTA and/or ACA qualified with a sound technical knowledge of personal tax advisory issues such as IHT, Trusts, CGT and SDLT.

Given that the nature of clients includes owner managed businesses with multiple tax issues, we would look for an awareness of corporate tax planning, and an appetite to learn further, however there is current resource to deliver on this within the firm.

With some really interesting specialist projects this will be an enjoyable planning role to get your teeth stuck into. Work comes largely through referrals, although those with an interest to extend their professional network and generate relationships is desirable for the continued growth of the firm.

This role is most likely to suit those who are already in an advisory role looking to work in an environment that encourages autonomy and a more personable approach with your clients.

What is perhaps as important is the personality of the individual and their ability to fit within the firms culture and small team. The chemistry needs to work, and so an appreciation of how a small firm operates is essential.

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