At a Glance
- Tasks: Advise high-net-worth clients on personal and corporate tax matters with a strategic focus.
- Company: A respected London firm with over 100 years of heritage and a modern advisory approach.
- Benefits: Competitive salary, bonus, full CTA support, and hybrid working model.
- Other info: Collaborative culture with emphasis on professional development and regular social events.
- Why this job: Step into an advisory role and make a real impact on entrepreneurial clients' financial strategies.
- Qualifications: Experience in tax advisory and strong client relationship skills.
The predicted salary is between 55000 - 65000 £ per year.
Ready to step away from compliance and into a genuinely advisory-led role? This is a standout opportunity to join a long-established, highly respected London firm advising high-net-worth entrepreneurs and internationally mobile individuals.
The Firm
With over 100 years of heritage, this boutique practice has built a reputation for commercially focused, discreet, technically robust advice to an exceptional client base. Based in Central London, the firm blends traditional values with a modern, advisory-driven approach - increasingly moving away from compliance towards high-value strategic work. The culture is collaborative, social and high-performing, with real emphasis on client relationships, autonomy and progression - plus regular socials, BD events, and genuine investment in your development.
The Private Client Role
A client-facing Private Client Tax position with a clear advisory focus. You'll work closely with entrepreneurial clients as a trusted advisor across personal and corporate tax matters, including:
- Managing and advising a portfolio of HNW individuals, OMBs, and international clients
- Delivering strategic tax planning and transactional advice
Personal Tax Client Advisor employer: Pro-Finance
Join a prestigious London firm with over a century of heritage, where you can transition into an advisory-led role that prioritises client relationships and personal growth. With a collaborative and high-performing culture, you'll benefit from regular social events, business development opportunities, and comprehensive support for your professional development, all while working with an exceptional portfolio of high-net-worth clients in a vibrant Central London location.
