Personal Tax Client Advisor

Private Client Tax Advisor | Advisory-Focused | Entrepreneurial HNW Client Base | London

£55,000 - £65,000 (DOE) + bonus + full CTA support | Hybrid (3 days in office)

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

1. Initial interview (Teams) - experience and fit
2. 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. kate.green@pro-finance.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.