Private Client Tax Senior - Crowe Watson Recruitment : Job Details

Are you a skilled Private Client Tax Senior seeking a new challenge in a flexible and supportive environment? We are recruiting on behalf of a leading firm of Chartered Accountants in Gosforth, Newcastle upon Tyne, offering flexible working options, excellent progression opportunities, a competitive salary, and much, much more! This is an exciting opportunity for a tax professional who is dedicated to delivering high-quality service and looking to grow within a well-respected firm.

In this role, you will be managing a portfolio of personal tax clients, ensuring that all tax returns are completed accurately and efficiently. You will be responsible for advising clients on a wide range of tax issues, including complex personal tax matters, trusts, and estates. This role provides a balance of client interaction and technical work, ideal for an individual who enjoys developing client relationships and handling detailed tax calculations.

The firm is committed to supporting the development of its team members, making this an excellent role for someone looking to progress their career in personal tax. If you are a motivated individual with a background in a UK practice environment, we encourage you to apply—even if you don’t meet every requirement.

Crowe Watson is acting as an Employment Agency; references to pay rates are indicative, and salary is dependent on experience.

Key Responsibilities

• Manage a portfolio of personal tax clients, ensuring timely and accurate completion of tax returns
• Advise clients on a range of personal tax matters, including trusts, estates, and inheritance tax
• Identify tax planning opportunities and provide proactive advice to clients
• Build and maintain strong client relationships through regular communication and support
• Assist in mentoring and developing junior team members

• ATT/CTA qualified or equivalent, or qualified by experience
• Must have previous experience working within a UK Practice environment
• Strong technical knowledge of personal tax legislation and compliance
• Excellent communication and client management skills
• Self-motivated with the ability to work both independently and as part of a team