Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored tax advice and manage a diverse portfolio of private clients.
- Company: Join a growing accountancy practice with a supportive team culture.
- Benefits: Enjoy flexible working, study support, and tailored career development options.
- Why this job: Make a meaningful impact while developing your skills in a friendly environment.
- Qualifications: Qualified tax professional with experience in personal tax, trusts, and estates.
- Other info: Opportunity for mentoring junior staff and shaping your role.
The predicted salary is between 36000 - 60000 £ per year.
An established and growing accountancy practice is looking to appoint a qualified Private Client Tax Adviser to join its expanding tax team. This is a fantastic opportunity for a tax professional with a solid grounding in personal tax, trusts, and estates to step into a broad advisory and compliance role with scope for continued development.
The blend of tax compliance and advisory work can be changed to suit the best candidate for the job, so the amount of both can be varied.
What You’ll Be Doing:
- Providing tailored tax advice and compliance support to a diverse portfolio of private clients, including high-net-worth individuals, families, and trusts
- Managing your own workload, delivering projects efficiently and in line with deadlines and budget expectations
- Building and maintaining strong client relationships, identifying planning opportunities and potential risks
- Working closely with senior colleagues to deliver high-quality advice and proactive solutions
- Supporting junior staff through training, mentoring, and knowledge-sharing, depending on your experience level
Benefits Include:
- Flexible and hybrid working arrangements to support a healthy work-life balance
- Study support for ATT, CTA, ACCA, ACA etc
- Well-being and benefit options which you can choose from
- Tailored career development and CPD pathways, with full support for progression
- Friendly and team-oriented working culture
This is an excellent role for a tax professional looking to join a supportive team and make a meaningful impact in private client services. Apply today to take the next step in your tax career.
Private Client Tax Adviser / Senior in Derby employer: Blusource Professional Services Ltd
Contact Detail:
Blusource Professional Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Adviser / Senior in Derby
✨Tip Number 1
Network with professionals in the tax advisory field, especially those who work with private clients. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in personal tax, trusts, and estates.
✨Tip Number 2
Familiarise yourself with the specific needs of high-net-worth individuals and families. Understanding their unique tax situations can help you stand out as a candidate who is ready to provide tailored advice from day one.
✨Tip Number 3
Demonstrate your ability to manage workloads effectively by discussing any relevant experience you have in delivering projects on time and within budget. This will show that you can handle the demands of the role.
✨Tip Number 4
Highlight your mentoring and training experience if you have it. The role involves supporting junior staff, so showcasing your ability to share knowledge and develop others can make you a more attractive candidate.
We think you need these skills to ace Private Client Tax Adviser / Senior in Derby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, trusts, and estates. Emphasise any relevant qualifications such as ATT, CTA, ACCA, or ACA, and showcase your ability to manage a diverse portfolio of clients.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Private Client Tax Adviser role specifically. Mention how your skills align with the responsibilities outlined in the job description, particularly your experience in providing tailored tax advice and managing client relationships.
Showcase Your Soft Skills: Highlight your ability to build and maintain strong client relationships, as well as your experience in mentoring junior staff. These soft skills are crucial for the role and should be evident in both your CV and cover letter.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the tax advisory field.
How to prepare for a job interview at Blusource Professional Services Ltd
✨Know Your Tax Fundamentals
Brush up on your knowledge of personal tax, trusts, and estates. Be prepared to discuss specific scenarios or case studies that demonstrate your understanding and experience in these areas.
✨Showcase Your Client Management Skills
Highlight your ability to build and maintain strong client relationships. Prepare examples of how you've identified planning opportunities or mitigated risks for clients in the past.
✨Demonstrate Adaptability
Since the role allows for a blend of compliance and advisory work, be ready to discuss how you can adapt your skills to meet the needs of the practice. Share experiences where you've successfully managed varying workloads.
✨Emphasise Team Collaboration
Talk about your experience in mentoring or training junior staff. Illustrate how you’ve contributed to a team-oriented culture and supported colleagues in delivering high-quality advice.
