Private Client Tax Advisor

Private Client Tax Advisor/ Semi-Senior

£30,000 - £38,000 + Study Support | London | Hybrid

I'm partnering with a well-established multi-national private client tax practice to recruit a Private Client Tax Assistant / Semi-Senior for their London office. This is a genuine opportunity to join a highly supportive, people-centric firm with exceptional staff retention (many team members have 10-20+ years' tenure) and a reputation for long-term career development.

Why This Role Stands Out

• Standout client base: Professional sportspeople (golfers, tennis players, cyclists), actors, entertainers, and high-net-worth individuals
• Variety and exposure: No pigeon-holing - encouraged to build broader experience and carve out your own technical niche
• Strong training culture: Full ATT study support via Tolley's, monthly line-manager catch-ups, and progression based on readiness (not rigid timelines)
• Genuinely supportive environment: "The nicest practice I've ever worked for" - feedback from 20-year team member (ex-Big 4)
• Sociable culture: Monthly socials, payday lunches, Friday takeaways, birthday celebrations, January tax-season party

The Role

You'll join a close-knit 7-person London Private Client team working across UK private clients, sports & entertainment, and some dual UK/US tax exposure.

Responsibilities:

• Prepare UK self-assessment tax returns for diverse client portfolio
• Support with HMRC correspondence, client queries, and client coordination
• Attend client meetings and complete meeting notes
• Prepare basic tax calculations and estimates
• Maintain online HMRC accounts and prepare forms for submission
• Draft client emails and request further information for returns
• Attend HMRC webinars and training to build technical knowledge
• Work collaboratively with Assistant Managers, Managers, and Senior Managers

Client Base Includes:

• Professional golfers, tennis players, and cyclists
• Actors and entertainers
• High-net-worth individuals
• Some dual UK/US tax clients (training provided)

What You'll Need

• Previous experience in UK private client / personal tax (practice background preferred)
• Studying towards or interested in studying ATT (full support provided) or qualified
• Keen to learn, progress, and develop in a specialist private client environment
• Comfortable working collaboratively in a sociable, professional team
• Strong client service mindset and attention to detail

What's On Offer

Salary & Benefits:

• £30,000 - £38,000 depending on experience
• Full ATT study support via Tolley's (course fees, revision courses, study leave for each exam)

Working Pattern:

• Hybrid (typically 3 days in the office)
• Predominantly office-based for development and collaboration
• One core day per week where the full team is present for client meetings
• Software: CCH

Culture & Development:

• Monthly line-manager catch-ups with clear goals aligned to next-level job specs
• Annual reviews
• Progression based on readiness, not rigid timelines
• Deep technical support and collaborative knowledge-sharing
• Genuinely family-feel environment with strong retention

Interview Process

• Stage 1: Virtual interview (relaxed, conversational - CV walkthrough, reasons for leaving, career motivations, cultural fit)
• Stage 2: In-person interview at London office (more technical discussion)

Why Join Now

This firm offers something rare: genuine variety, interesting clients, and a workplace where people stay long-term because they're valued, supported, and developed. Unlike larger practices, you won't be pigeon-holed - you'll be actively encouraged to build broader experience and progress at your own pace.

If you want exposure to exciting clients, structured development, full study support, and a team that genuinely invests in its people, this could be perfect.

For a confidential discussion, please get in touch:

Kate Green
kate.green@pro-finance.co.uk
07580 216 907

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