Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tax advice and support clients in achieving their financial goals.
- Company: Join a leading firm of accountants with a strong reputation in personal tax.
- Benefits: Enjoy hybrid working, competitive salary, health insurance, and 22-27 days holiday.
- Why this job: Perfect for those seeking a flexible role without the January tax deadline stress.
- Qualifications: Open to part-qualified candidates; willingness to learn is key.
- Other info: Flexible office locations and opportunities for career progression.
An excellent job opportunity has arisen for a Private Client Tax Advisor (Personal tax) for a leading firm of accountants. The role is flexible on office location, so anyone living within a commute of these locations is encouraged to apply (the firm offers hybrid/home working on a few days per week too): Lincoln, Spalding, Peterborough, Boston, Kings Lynn, Grantham, Sleaford, Newark, Stamford, and many other locations. The firm is also considering candidates with a corporate tax background and will consider anything from part-qualified upwards.
With 2 to 3 days of hybrid working on offer, great benefits, and career progression, this job is not to be missed! Perfect for those who also no longer want a January Tax Deadline due to its advisory focus!
Benefits:
- Competitive salary in-line with market rate
- Hybrid and flexible working hours
- Free parking at offices
- Strong pension contributions
- Health Insurance
- Sick pay
- Cycle to work schemes
- 22 days holiday
- Bank Holidays, rising to 27 days
- Death in Service
- Online fitness classes
- Buy or sell annual leave
- Talent referral bonuses
- Subsidised private medical insurance
- Wellbeing support
- Study leave
- Electric vehicle salary sacrifice scheme
- And More!
This role will provide taxation advice to clients while supporting in the delivery of work. You will ensure compliance and quality standards are always maintained, client needs are identified, providing proactive support and advice.
This is an ideal role for someone who would like to be more involved with helping clients achieve their goals through tax planning and analysis. Prior experience in these types of planning is not necessary; the key attributes we are looking for are willingness to learn and a desire to help clients find the best solutions for them.
The advice you could expect to be involved includes the following:
- Inheritance tax planning
- Remuneration planning
- Incorporation of businesses
- Capital allowance reviews
- Capital Gains tax advice
- International tax planning
Your responsibilities:
- Delivering all elements of a tax project, tax advice with supervision (review) by your manager or director
- Training assistant team members
- Managing your workflow and client expectations
- Developing working relationships with clients
- Identifying areas of risk and viable opportunities for both current clients and potential clients
- Where appropriate, initiating and taking an active role in business development
Private Client Tax Advisor 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 Advisor
✨Tip Number 1
Network with professionals in the tax advisory field. Attend local accounting events or webinars to meet potential colleagues and learn more about the industry. This can help you gain insights into what firms like ours are looking for in candidates.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends, especially those relevant to private clients. Being knowledgeable about current issues will not only boost your confidence but also impress us during any discussions.
✨Tip Number 3
Consider reaching out to current employees at our firm through LinkedIn. Ask them about their experiences and any tips they might have for someone looking to join as a Private Client Tax Advisor. This can provide you with valuable insider information.
✨Tip Number 4
Prepare to discuss how you can contribute to client relationships and business development. Think of examples from your past experiences where you've successfully helped clients or identified opportunities, as this is a key aspect of the role.
We think you need these skills to ace Private Client Tax Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax or corporate tax, even if it's from a different role. Emphasise any client-facing experience and your willingness to learn about tax planning.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific aspects of the job description that excite you, such as the advisory focus and hybrid working options.
Showcase Relevant Skills: Highlight skills that align with the responsibilities mentioned, such as client relationship management, attention to detail, and proactive problem-solving. Use examples from past experiences to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in a tax advisory role.
How to prepare for a job interview at Blusource Professional Services Ltd
✨Understand the Role
Make sure you have a clear understanding of what a Private Client Tax Advisor does. Familiarise yourself with key responsibilities such as tax planning, compliance, and client relationship management. This will help you articulate how your skills align with the role.
✨Show Your Willingness to Learn
Since prior experience in tax planning isn't necessary, emphasise your eagerness to learn and adapt. Share examples from your past where you've quickly picked up new skills or knowledge, especially in a client-focused environment.
✨Prepare for Technical Questions
Be ready to discuss specific areas of tax, such as inheritance tax planning or capital gains tax advice. Brush up on current tax regulations and be prepared to explain how you would approach common scenarios that clients might face.
✨Demonstrate Client Relationship Skills
Highlight your ability to build and maintain relationships with clients. Prepare examples of how you've successfully managed client expectations or resolved issues in previous roles, as this is crucial for a Private Client Tax Advisor.
