Personal Tax Client Advisor

Private Client Tax Advisor

Location: Central London (Hybrid - 3 Days Office / 2 Days Remote)

Salary: £55,000 - £65,000 + Performance Bonus + Full CTA Support

Job Type: Full-time, Permanent

Are you an ambitious private client specialist ready to move away from baseline compliance and step into a genuinely advisory-led, client-facing role? A premier, long-established London practice with over 100 years of heritage is appointing a Private Client Tax Advisor to join its growing Private Wealth division.

This position stands out for its high advisory concentration: routine compliance returns are delegated and overseen, leaving you free to focus on strategic tax planning, cross-tax advisory, and direct relationship management for HNW entrepreneurs, family businesses, and internationally mobile individuals.

Key Responsibilities

• Strategic Tax Planning: Deliver tailored advisory solutions across IHT, CGT, non-domiciled structuring, residency, and personal/corporate tax interactions.

• Portfolio Ownership: Serve as the primary trusted advisor for an entrepreneurial HNW client base, leading client meetings and identifying proactive planning opportunities.

• Compliance Oversight: Review and sign off on personal tax compliance prepared by junior team members rather than handling routine preparation.

• Cross-Disciplinary Projects: Collaborate closely with the Corporate Tax team on complex transactional matters, OMB restructures, and business exits.

• Practice Growth: Participate in business development initiatives, industry networking, and client acquisition (supported by lucrative bonus incentives).

About You

• Qualifications: CTA qualified, or CTA student (full tuition funding, exam fees, and paid study leave provided).

• Experience: Strong background in UK personal tax gained within practice, with exposure to HNWIs and owner-managed business structures.

• Skill Set: Confident, commercially minded, with excellent relationship-building skills and the ability to lead client meetings independently.

• Aspiration: Driven to step into a pure advisory role with structured support to accelerate your path toward Manager.

What's on Offer

• Competitive Package: Base salary £55,000 - £65,000 (dependent on experience) + performance bonus + business development incentives.

• Full Study Support: Comprehensive CTA funding, course allowance, and paid study leave.

• Hybrid Model: Agile 3 days office / 2 days remote working pattern.

• Vibrant Culture: Highly collaborative team environment of ~60 staff featuring regular rooftop socials, client networking events, and clear progression frameworks.

How to Apply

For a confidential discussion or to request a full job specification, don't hesitate to get in touch with Kate Green at kate.green@pro-tax.co.uk.

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