About the role

NRG is representing a leading accountancy and advisory firm, recognised among the top in the industry. This highly respected firm supports a diverse range of clients, including entrepreneurs, high-net-worth individuals, and owner-managed businesses, providing bespoke solutions that drive growth and success.

With extensive expertise across key sectors such as property and construction, financial services, and not-for-profit organisations, the firm offers a comprehensive suite of services. From tax consultancy, audit and assurance, and corporate finance to accounts management and payroll, they deliver expert support at every stage.

As they continue to expand, the firm is building out a team for their new office in Newcastle, further extending their reach and commitment to excellence. With established locations in North and Central London, the firm is known for its personalised approach, helping clients navigate complex financial challenges and achieve their strategic goals.

The role:

As a Semi-Senior within our Private Client team, you will play a pivotal role in contributing to the firm’s growth and success. You will leverage your technical expertise to cultivate partnerships with clients, becoming a trusted business advisors, delivering an exceptional service. You will be responsible for the preparation of various financial statements, ensuring accuracy and compliance with regulations and standards.

You will get the chance to work with a wide variety of clients, from UHNWIs, owner-managed businesses, celebrities, and sports stars to non-doms.

You will be provided with the support network and training to reach your career goals and become a trusted tax adviser.

Benefits:

• Health Cover / Private Medical Insurance

• Season Ticket Loans / Reward Scheme

• Referral Rewards

• Subsidised gym membership

• Generous Pension Scheme

• Cycle to work scheme

• Cash Plan

• Electric Vehicle Scheme

Key Duties:

• Be the central point of contact for client work within the team.

• Prepare personal tax returns, partnership tax returns, P11D’s and PSA’s for a variety of managers.

• Take ownership of the various areas of the job that you will be responsible for.

• Mentor, coach, and train junior team members, providing guidance, feedback, and on-the-job training to support their professional development and enhance their technical skills.

• Maintain open and effective communication with the manager, providing regular progress updates, escalating issues promptly, and collaborating on resolving complex matters.

• Proactively manage budgets and time reporting, ensuring accurate and timely recording of billable hours and adherence to agreed-upon budgets and timelines.

• Foster strong client relationships by consistently delivering excellent client service, maintaining professionalism, and effectively communicating findings and recommendations.

• Continuously enhance your technical knowledge, skills, and industry expertise through self-study, firm-provided training, and on-the-job learning opportunities.

• Contribute to the development and implementation of best practices, and quality control processes within the Tax department.

You will have:

• ATT Part Qualified

• Minimum of 1.5 years relevant UK work experience.

• Experience in preparing personal tax returns.

• Thorough knowledge of current accounting standards, techniques and best practice.

• Exceptional communication, negotiation and client relationship management skills with a collaborative approach.

• Ability to provide guidance/training to junior staff members.

• Strong analytical, problem-solving and critical thinking skills.

NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.