Private Client Tax Adviser
Meet Our Recruiter
About the Role
If you're an experienced Private Client Tax Adviser who enjoys solving complex tax challenges and building trusted relationships with clients, this could be the opportunity you've been waiting for.
Many tax professionals find themselves spending too much time on compliance and not enough time delivering the strategic advice that genuinely adds value. This role offers the chance to focus on high-level private client planning, working with individuals, families and business owners on matters that have a real impact on their financial future.
As a Private Client Tax Adviser, you'll work on sophisticated tax planning projects covering inheritance tax, trusts, family investment companies and wider wealth preservation strategies. You'll be trusted to provide expert guidance, influence outcomes and help develop less experienced team members along the way.
For an ambitious Private Client Tax Adviser seeking greater variety, autonomy and career progression, this is an opportunity to join a forward-thinking advisory environment where your expertise will be recognised and rewarded.
Role Overview
- Lead complex private client tax planning projects from initial strategy through to implementation
- Advise clients on inheritance tax planning, trusts, family investment companies and wealth preservation structures
- Prepare and review detailed tax analyses, technical reports and project plans
- Liaise with solicitors, HMRC and other stakeholders to ensure successful project delivery
- Identify tax planning opportunities and develop practical solutions for clients
- Review technical work completed by other members of the tax team
- Mentor and support colleagues to develop their technical knowledge and advisory skills
The Ideal Candidate
- CTA qualified, or equivalent, preferred but not essential
- Strong private client tax advisory experience with exposure to inheritance tax planning
- Sound technical knowledge across direct taxes including CGT, Income Tax and related planning matters
- Comfortable interpreting legislation, case law and complex technical issues
- Excellent communication skills with the ability to build trusted client relationships
- Commercially aware with a proactive and solutions-focused approach
- Enjoys supporting and developing junior team members
What's on Offer
- Base salary up to £90,000, dependent upon experience
- Company car or car allowance
- Profit share scheme
- Private medical insurance
- Flexible working hours, including one day from home per week
- Free quality lunches four days per week
- Team building events and reward lunches
- Genuine opportunities for professional development and progression
- Supportive and collaborative working environment
Register your interest by applying today or call Ash Ball on 01926 290 290 to discuss this opportunity further, always in complete confidence.
Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/261297 - Private Client Tax Adviser