Personal Tax Client Advisor

Personal Tax Client Advisor

Full-Time 54000 - 66000 £ / year (est.) Home office (partial)
Pro-Tax Recruitment

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 excellent career progression and regular social events.
  • Why this job: Step into an advisory role and make a real impact on entrepreneurial clients.
  • Qualifications: Experience in tax advisory and strong client relationship skills.

The predicted salary is between 54000 - 66000 £ 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-Tax Recruitment

Join a dynamic team in Newcastle as a Private Client Tax Assistant Manager, where you will enjoy a supportive work culture that prioritises employee development and offers competitive benefits. With opportunities for professional growth and a focus on work-life balance through hybrid working arrangements, this role is perfect for those looking to make a meaningful impact in tax compliance and advisory for high-net-worth clients.

Pro-Tax Recruitment

Contact Details:

Pro-Tax Recruitment Recruitment Team

We think you need these skills to ace Personal Tax Client Advisor

Client Relationship Management
Advisory Skills
Tax Planning
Knowledge of Personal Tax
Corporate Tax Knowledge
Experience with High-Net-Worth Individuals
Strategic Thinking