Tax Development Executive (Newcastle)
Achieve Professionals
Role: Tax Development Executive
Location: Newcastle Upon Tyne
Salary: £29,500-£35,000 per year
Overview and Opportunity
Achieve Professionals are working with one of the UK’s largest Accountancy firms in their search for a Tax Development Executive.
Job Description
As part of this role, you will be responsible for Lead Generation and Prospecting.
Role Responsibilities
- Lead Generation & Prospecting
- Identifying and qualifying leads among owner-managed businesses, SMEs and high net worth individuals
- Use CRM tools and market research to target businesses with complex tax needs
- Book meetings for Partners
- Client Engagement
- Initiate contact with potential clients via calls, emails, LinkedIn and Networking Events
- Understanding client pain points related to tax compliance. planning or disputes
- Consultative selling
- Present tailored tax solutions to clients
- Collaborate with tax specialists to prepare proposals and pricing models
- Pipeline management
- Maintain accurate records of leads, opportunities and client interactions with CRM systems
- Track progress against KPIs such as meetings booked, proposals sent and conversions
Candidate Requirements
- Previous experience in Business Development position within the Tax sector
- Proficiency with CRM systems
- Strong organisational and time management skills
- Ability to manage multiple tasks and prioritise effectively
- Professional and empathetic approach to client interactions
How to Apply
To apply for this role, please send your CV to: eve@achieveprofessionals.com
