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 collaborative culture.
- Benefits: Competitive salary, hybrid working, full CTA support, bonuses, and social events.
- Other info: Join a growing team with excellent career progression and exposure to complex 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
Process
- Initial interview (Teams) – experience and fit
- Second stage – in‐person with Partners and senior leadership
If you're looking to move away from pure compliance into a commercial, client‐focused advisory role – this one's worth a look.
Personal Tax Client Advisor in London employer: Pro-Tax
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 social work culture that prioritises client relationships and personal development, alongside competitive benefits including hybrid working, full CTA support, and opportunities for progression. This is an exceptional chance to shape your career in a dynamic environment that values both traditional expertise and modern advisory practices.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Client Advisor in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Pro-Tax, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Client Advisor in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Pro-Tax's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Pro-Tax. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Pro-Tax!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Pro-Tax.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Pro-Tax. It helps to show our commitment!
