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, hybrid working, full CTA support, bonuses, and social events.
- Other info: Collaborative culture with clear progression and exposure to complex, interesting work.
- Why this job: Step into an advisory role and build long-term relationships with entrepreneurial clients.
- Qualifications: CTA qualified or studying, strong UK personal tax background, and client-facing 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
- Leading client meetings and building long-term relationships
- Identifying planning opportunities and driving client value
- Overseeing (not preparing) compliance
- Contributing to business development and client growth
Ideal for someone ready to take real ownership of client relationships and step into a true advisory seat.
The Team
A growing Private Client Tax function within a firm of c.60 staff, working closely alongside Corporate Tax – giving broad cross-disciplinary exposure to complex, interesting work.
About You
- CTA qualified or studying (full support provided)
- Strong UK personal tax background, ideally with some corporate exposure
- Confident, client-facing, commercially aware
- Looking to move into a more advisory-led role
- Skilled relationship-builder, comfortable acting as a trusted advisor
What's On Offer
- £55,000 - £65,000 (DOE)
- Hybrid working (3 days in office)
- Full CTA study support
- Bonus and new business incentives
- Exposure to a high-quality, entrepreneurial client base
- Clear progression and scope to shape the role
- Strong social culture – rooftop socials to high-end BD events
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Client Advisor employer: PRO-TAX RECRUITMENT LIMITED
Join a prestigious London firm with over a century of heritage, where you can transition into a truly advisory role focused on high-net-worth clients. Enjoy a collaborative and high-performing work culture that prioritises client relationships and personal development, alongside competitive benefits such as hybrid working, full CTA support, and regular social events. This is an exceptional opportunity to grow your career in a supportive environment that values diversity and encourages professional progression.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Client Advisor
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We think you need these skills to ace Personal Tax Client Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with PRO-TAX RECRUITMENT LIMITED.
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Since this is a full-time position, employers at PRO-TAX RECRUITMENT LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former PRO-TAX RECRUITMENT LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
