Private Client Tax Advisor

Job Details

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
[email protected]
07580 216 907

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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.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.

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020 4549 9941