At a Glance
- Tasks: Lead complex tax projects and provide strategic advice to high-net-worth clients.
- Company: Dynamic boutique firm focused on personal tax planning and client outcomes.
- Benefits: Competitive salary, profit share, private medical insurance, and 30 days' leave.
- Other info: Flexible working options and opportunities for continuous professional development.
- Why this job: Join a supportive team and make a real impact in tax advisory for private clients.
- Qualifications: CTA qualified with strong expertise in direct taxes and excellent communication skills.
The predicted salary is between 60000 - 80000 € per year.
An established and growing accountancy and advisory practice is seeking an experienced Senior Tax Adviser to join its expanding tax team. The firm provides high-quality tax and advisory services to private clients and owner-managed businesses, with growth, technical excellence and client outcomes at the core of its approach.
The role offers the opportunity to work from modern offices in either in the Midlands or Leeds, within a collaborative and supportive environment that values professional development and technical depth.
This position focuses primarily on personal tax planning and structuring projects, including Inheritance Tax planning, the use of trusts, Family Investment Companies and bespoke succession solutions. You will take responsibility for overseeing complex tax projects from inception through to completion, ensuring technical accuracy, effective delivery and a high standard of client service. You will also play a key role in reviewing work completed by other members of the tax team, mentoring junior advisers and contributing to the ongoing development of the firm's tax offering.
Key Responsibilities- Oversee and contribute to the preparation of detailed project plans for tax restructuring and planning assignments
- Manage the end-to-end delivery of tax projects, including instructing solicitors, coordinating filings and maintaining clear communication with all stakeholders
- Prepare step plans and comprehensive tax analyses, clearly documenting tax implications with reference to relevant legislation and case law
- Review tax projects undertaken by Tax Advisers and Junior Tax Advisers, ensuring compliance with HMRC requirements and best-practice standards
- Review HMRC clearance applications and supporting documentation
- Build and maintain strong client relationships through clear, confident and strategic tax advice
- Deliver work on time and within agreed budgets, meeting internal and statutory deadlines
- Handle sensitive information with discretion and confidentiality
- Identify opportunities for process improvement and enhanced client outcomes
- Support, coach and mentor junior team members, helping to develop technical capability across the team
- Participate in 1-to-1 meetings and performance reviews alongside the Team Manager
- Maintain up-to-date technical knowledge through ongoing CPD and training
- Contribute to revenue growth and cost efficiency in line with business objectives
- Strong solutions-focused mindset
- High level of technical expertise across direct taxes, including: Inheritance Tax, Capital Gains Tax, Income Tax, Corporation Tax, Stamp taxes, Employment taxes
- Experience advising on complex tax restructuring and planning matters
- Excellent written and verbal communication skills, with the ability to advise clients at all levels
- Strong attention to detail and a structured, process-driven approach
- Ability to research and advise on complex technical matters beyond routine transactions
- Proven commitment to delivering high-quality client service
- CTA qualified or equivalent
- Enthusiastic about continuous learning and professional development
- Competitive base salary
- Company car or car allowance (after qualifying period)
- Profit share scheme (after qualifying period)
- Private medical insurance (after qualifying period)
- 30 days' annual leave (including bank holidays)
- Flexible working hours and hybrid working options
- Ongoing professional development and career progression
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. Please note that your personal information will be treated in accordance with our Privacy Policy.
Private Wealth Tax Adviser employer: Taxation
Join a dynamic and growing accountancy and advisory practice that prioritises professional development and technical excellence. With modern offices in the Midlands, this firm fosters a collaborative work culture where you can thrive as a Private Wealth Tax Adviser, enjoying competitive benefits such as flexible working hours, a profit share scheme, and ongoing training opportunities. Here, your expertise will be valued, and you'll have the chance to mentor junior team members while delivering high-quality service to high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Tax Adviser
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. Building relationships can often lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience in personal tax planning. Share specific examples of complex projects you've managed, as this will demonstrate your capability and confidence in handling high-net-worth clients.
✨Prepare for Interviews
Do your homework before interviews! Understand the firm’s values, recent projects, and their approach to client service. Prepare thoughtful questions that show you’re genuinely interested in how they operate and how you can contribute to their success.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and are keen to be part of our collaborative environment.
We think you need these skills to ace Private Wealth Tax Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Private Wealth Tax Adviser role. Highlight your expertise in personal tax planning, Inheritance Tax, and any relevant projects you've overseen.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory and how your background aligns with our firm's values of growth and client outcomes. Keep it engaging and professional.
Showcase Your Technical Skills:Since this role requires a high level of technical expertise, be sure to mention your qualifications, like being CTA qualified, and any specific tax legislation you’re familiar with. We want to see your knowledge in action!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of direct taxes, especially Inheritance Tax and Capital Gains Tax. Be ready to discuss complex tax restructuring scenarios and how you've successfully navigated them in the past.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong client relationships through clear and strategic advice. Think about times when your communication skills made a difference in client outcomes.
✨Demonstrate Your Leadership Abilities
Since mentoring junior advisers is part of the role, be ready to share experiences where you've coached or supported team members. Highlight your approach to developing others and fostering a collaborative environment.
✨Be Process-Driven
The firm values a structured approach, so come prepared to discuss how you manage projects from inception to completion. Share specific examples of how you've maintained compliance and met deadlines while ensuring high-quality service.
