Robson Laidler Accountants
Private Client Tax Manager / Consultant
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About Us
At Robson Laidler, we believe great work happens when talented people are trusted, supported, and given the space to grow. That’s why we’ve built a firm where collaboration is real; development is intentional, and clients see us as more than just accountants – they see us as part of their team.
We’re always on the look-out for those who not only want to build a career, but genuinely want to make a positive difference to people's lives.
This is a Hybrid role, which can be based from any one of our offices in Jesmond, Chester-le-Street or Teesside.
Role Overview
We’re now looking for a Private Client Tax Manager / Consultant to join us – someone who takes pride in quality work, values strong relationships, is a good communicator and wants to be part of a firm that’s moving forward.
You’ll have a strong private client tax background gained within an accountancy practice, legal practice or specialist tax team. You’ll have experience in private tax compliance, alongside exposure to advisory work in areas such as trusts, inheritance tax, capital gains tax, estate planning and succession planning.
Requirements
- STEP qualification, CTA qualification, or significant relevant private client tax experience
- Strong experience in private tax compliance and private client tax matters
- Knowledge of trusts, estates and inheritance tax planning
- Experience advising owner-managed businesses, entrepreneurial clients and high-net-worth individuals
- Good technical understanding of capital gains tax, private tax planning and succession planning
- Exposure to advisory work and the ability to identify tax planning opportunities
- Commercial awareness and confidence in dealing directly with clients
- Strong relationship management skills and the ability to develop trusted client relationships
- Good business development skills and a proactive approach to supporting the growth of client relationships
- A collaborative approach and willingness to support and develop junior team members
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What you can expect from us
- Participation in our Four Day Working Week (after successfully completing probationary period)
- Paid time off to volunteer and help the community in a way you are passionate about
- At least 25 days holiday plus bank holidays. Additional holidays will accrue from your third year of being in our team
- Your birthday off each year, if it is a normal working day, to do something special
- Team development days
- A genuinely supportive, down-to-earth team
- Flexibility and trust in how you work
- Clear, realistic career progression
- Ongoing development and learning opportunities
Our Commitment to Diversity and Inclusion
We are committed to building and sustaining a workplace where justice, equity, diversity and inclusion are embedded in how we recruit, develop, and support our people. We welcome applications from individuals of all backgrounds, identities and experiences, and we are dedicated to ensuring that everyone we interact with is treated with dignity, fairness and respect.
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Our People and Culture processes are designed to be inclusive and transparent, with recruitment and selection based on merit. We are committed to removing barriers, making reasonable adjustments where needed, and creating equal access to opportunities for all.
Life at Robson Laidler – A great place to work!
Listed as one of The Best Places to Work by The Sunday Times, we’re committed to supporting you and your lifestyle.
- Want to bike to work or have an active lunch break? No problem! Take advantage of our in-house shower facilities, our walking club or our local gym partnership.
- Need to pick the kids up early one day? Our flexible working schemes allow you to fit work around your personal life.
- Want regular encouragement? Our Kudos system ensures you are praised and rewarded for doing a great job or demonstrating our team values.
- We also have a calendar of health and wellbeing initiatives, including regular Health MOTs, awareness workshops and 24/7 confidential mental health support.
A lot of our recruits come looking for a positive place to work. That’s why we take pride in our diverse team and inclusive environment.
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