At a Glance
- Tasks: Prepare tax returns and support clients in a dynamic, collaborative environment.
- Company: A supportive firm with a diverse client base including sports stars and entertainers.
- Benefits: Competitive salary, full study support, hybrid working, and monthly socials.
- Other info: Enjoy a family-like culture with strong career development opportunities.
- Why this job: Join a team that values your growth and offers real variety in your work.
- Qualifications: Experience in UK private client tax or a keen interest in studying ATT.
The predicted salary is between 30000 - 38000 £ per year.
Why This Role Stands Out
- Standout client base: Professional sportspeople (golfers, tennis players, cyclists), actors, entertainers, and high-net-worth individuals
- Variety and exposure: No pigeon-holing – encouraged to build broader experience and carve out your own technical niche
- Strong training culture: Full ATT study support via Tolley's, monthly line‑manager catch‑ups, and progression based on readiness (not rigid timelines)
- Genuinely supportive environment: "The nicest practice I’ve ever worked for" – feedback from a 20‑year team member (ex‑Big 4)
- Sociable culture: Monthly socials, payday lunches, Friday takeaways, birthday celebrations, January tax‑season party
The Role
You’ll join a close‑knit 7‑person London Private Client team working across UK private clients, sports & entertainment, and some dual UK/US tax exposure.
Responsibilities
- Prepare UK self‑assessment tax returns for a diverse client portfolio
- Support with HMRC correspondence, client queries, and client coordination
- Attend client meetings and complete meeting notes
- Prepare basic tax calculations and estimates
- Maintain online HMRC accounts and prepare forms for submission
- Draft client emails and request further information for returns
- Attend HMRC webinars and training to build technical knowledge
- Work collaboratively with Assistant Managers, Managers, and Senior Managers
Client Base Includes
- Professional golfers, tennis players, and cyclists
- Actors and entertainers
- High‑net‑worth individuals
- Some dual UK/US tax clients (training provided)
What You’ll Need
- Previous experience in UK private client / personal tax (practice background preferred)
- Studying towards or interested in studying ATT (full support provided) or qualified
- Keen to learn, progress, and develop in a specialist private client environment
- Comfortable working collaboratively in a sociable, professional team
- Strong client service mindset and attention to detail
Salary & Benefits
£30,000 - £38,000 depending on experience. Full ATT study support via Tolley's (course fees, revision courses, study leave for each exam).
Working Pattern
Hybrid (typically 3 days in the office). Predominantly office‑based for development and collaboration. One core day per week where the full team is present for client meetings.
Software: CCH
Culture & Development
- Monthly line‑manager catch‑ups with clear goals aligned to next‑level job specs
- Annual reviews
- Progression based on readiness, not rigid timelines
- Deep technical support and collaborative knowledge‑sharing
- Genuinely family‑feel environment with strong retention
Interview Process
- Stage 1: Virtual interview (relaxed, conversational – CV walkthrough, reasons for leaving, career motivations, cultural fit)
- Stage 2: In‑person interview at London office (more technical discussion)
Why Join Now
This firm offers something rare: genuine variety, interesting clients, and a workplace where people stay long‑term because they are valued, supported, and developed. Unlike larger practices, you won’t be pigeon‑holed – you’ll be actively encouraged to build broader experience and progress at your own pace.
For a confidential discussion, please get in touch: Kate Green kate.green@pro-finance.co.uk 07580216907
Equal Opportunity
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.
Private Client Tax Advisor employer: PRO-TAX RECRUITMENT LIMITED
As a Private Client Tax Advisor at our London office, you'll be part of a supportive and sociable team that values your growth and development. With a strong training culture, including full study support for ATT qualifications and a focus on collaborative knowledge-sharing, we ensure you have the resources to thrive in a diverse and interesting client environment. Enjoy a genuine family feel, regular team socials, and the opportunity to carve out your own niche in a practice where employees are valued and encouraged to progress at their own pace.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisor
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work with high-net-worth clients. Attend events or webinars related to private client tax – you never know who you might meet!
✨Tip Number 2
Prepare for your interviews by brushing up on your technical knowledge. Since this role involves working with diverse clients, be ready to discuss how you’d handle different tax situations. Show them you’re keen to learn and grow!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After your interviews, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for a smoother process! We love seeing candidates who take the initiative. Plus, it gives you a chance to showcase your interest in our supportive culture and training opportunities.
We think you need these skills to ace Private Client Tax Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that are relevant to the Private Client Tax Advisor role. Highlight any previous experience in UK private client or personal tax, and don’t forget to mention your interest in studying for the ATT qualification!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how you fit into our sociable and supportive culture. Share your passion for working with high-net-worth clients and your eagerness to learn.
Showcase Your Attention to Detail:In tax advisory, attention to detail is key. Make sure your application is free from typos and errors. This not only shows your professionalism but also reflects the meticulous nature we value in our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Clients
Familiarise yourself with the types of clients you'll be working with, like professional athletes and high-net-worth individuals. Understanding their unique needs and challenges will help you demonstrate your suitability for the role.
✨Brush Up on Tax Knowledge
Since this role involves UK private client tax, make sure you're up to speed on relevant tax laws and regulations. Being able to discuss recent changes or trends in tax legislation will show your commitment and expertise.
✨Showcase Your Collaborative Spirit
This firm values teamwork, so be prepared to share examples of how you've successfully worked in a team environment. Highlight your ability to communicate effectively and support your colleagues, as this will resonate well with their culture.
✨Prepare Questions
Have a few thoughtful questions ready for your interviewers. Ask about the training culture, opportunities for progression, or specifics about the client base. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
