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Private Client Tax Advisor

Job Title: Private Client Tax Advisor
Contract Type: Permanent
Location: Coventry
Salary: £40,000 - £45,000 per annum + hybrid working and full benefits
Start Date: ASAP
REF: ABJ/231076
Contact Name: Ashley Ball
Contact Email:
Job Published: 2 months ago

Job Description

Experienced Private Client Tax Advisor required by growing and reputable accountancy firm in Coventry, West Midlands. This is a mixed Compliance and Advisory role with the opportunity to further increase the level of Advisory work.

My client is a well-established accountancy practice primarily based in Coventry in the West Midlands. Due to continued growth, expansion and future succession planning, they seek an experienced Private Client Tax Advisor to join their team.

The firm's tax offering and reputation is such that it is a unique selling point and differentiator within the market. You will be part of a team dedicated to providing private client tax planning, advisory and compliance work.

The Private Client Tax Advisor is a managerial level appointment in support of the Partners working on a long-established client portfolio. This is a mixed Compliance and Advisory role with the opportunity to further increase the level of Tax Advisory work.


  • Preparing self-assessment tax returns for an existing portfolio of clients, High Net Worth individuals, Trusts and Estates

  • Review returns and work prepared by junior staff

  • Advise on ad hoc capital taxes planning work

  • Trust planning, 10 year and exit charge calculations and reporting as well as providing advice on the creation and wind-up of Trusts

  • Completion of self-employed accounts and schedules of income from property

  • Provide a comprehensive service with the emphasis on each client's individual requirements

  • Develop and maintain excellent working relationships with new and existing clients.


  • Relevant tax and/or accounting qualification preferred - ATT, CTA, ACCA, ICAEW / ACA or equivalent

  • Previous experience within personal / private client tax

  • Demonstrable technical knowledge of UK income tax, CGT, IHT and Trusts

  • Experience of domicile, residence and remittance would be beneficial

  • Excellent communication skills at all business levels

  • Strong relationship management and development skills

  • Previous experience working in both a compliance and advisory aspect.

What's on offer:

  • Competitive salary dependent upon experience

  • Flexible hybrid working including from home, likely 50/50 office/home, or as desired

  • Full Benefits including Pension, PHI, DIS, on-site parking

  • Ongoing training and the opportunities to progress as desired with your individual personal career development plan.


Register your interest by applying today or call Ashley 01926 290 290 to discuss this opportunity further, always private and in complete confidence. You can also visit the Addington Ball website or follow us on twitter @AddingtonBall to see all our current vacancies, news and updates.

Addington Ball is a specialist accounting and finance 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/21076 - Private Client Tax Advisor