Tax Senior

An extremely forward thinking Accountancy Practice in Newcastle are on the lookout for an experienced and driven Tax Senior to become a key part of a well established and growing Tax Department.
This is not your typical tax role is a chance to work across a rich and varied portfolio, from high net worth individuals to trusts and estates, giving you exposure to a broad spectrum of personal tax scenarios.

Role Description

As part of the tax team, you will be providing a wide range of tax services to clients. You will play a critical role in ensuring our clients’ affairs are expertly managed, with opportunities to build deep client relationships and make a real difference. No two days are the same. From Self Assessment Tax Returns to Trust and Estate Reporting, CGT submissions and TRS compliance. Enjoy the perfect balance of independence and guidance.

Reporting to the Tax Manager and Tax Senior Manager, your main duties include:

• Preparing Self Assessment Tax Returns for a wide range of personal clients.
• Completing P11d forms and supporting broader personal tax compliance.
• Assisting with the preparation of Trust and Estate Tax Returns.
• Assisting with IHT calculations and planning for clients.
• Submitting 60-day CGT reports for UK residential property disposals.
• Managing Trust Registration Service (TRS) compliance obligations
• Liaising directly with clients, legal professionals, and third party advisers.
• Participating in internal training and contributing to the teams technical development.

Profile

What You’ll Bring to the Team

• 3–4+ years in a tax-focused role and a genuine enthusiasm for personal tax.
• ATT or CTA qualified, or actively studying towards a qualification.
• Up-to-date knowledge of Self Assessment, CGT, and IHT legislation.
• Excellent attention to detail with strong time management skills.
• Confident communication skills and a proactive, client-focused approach.
• A team mindset, you thrive when collaborating and helping others succeed.

Benefits

• Full study support AAT/ACCA/ACCA/CTA and more

• Course fees funded
• Study leave plus your exam day given as additional paid leave. (Depending on your format of study)
• Supportive colleagues, who are either going through their studies or have already completed them

• Flexible working

• Core hours of 10-4, with flexible working around these times (i.e start time from 8am)
• Core hours can be reduced to 10-3pm on one day per week to allow for an early finish.
• You are free to plan how/when you complete your 37.5 hours over the week- so you have flex for longer and shorter days to tailor your working week around home life!

• Hybrid working options after a qualifying period

• Buy/Sell Holiday policy so you can adjust your annual leave to suit your lifestyle

• Appraisals and Pay Reviews. Our pay awards are based on both study success, but just as importantly your workplace progress. For those undertaking professional studies, we complete a performance and pay review every 6 months.
• TOIL system - you can accrue Time Off In Lieu each year. (We ask the team to build this up where possible during busy periods, and take 3 of those days over the Christmas break when we close the office completely.)
• Paid Overtime is also available. During busy periods, we often award this at time and a third.
• Auto enrolment pension with People’s Pension.
• Dress for your Day policy- if you are office based for the day, smart casual clothing is welcomed.
• BUPA Health Cash Plan- providing support and cash back on day-to-day health related expenses such as eye tests and dental.