Private Client Tax Adviser

If you're an experienced Private Client Tax Adviser who enjoys solving complex tax challenges and building trusted relationships with clients, this could be the opportunity you've been waiting for.

Many tax professionals find themselves spending too much time on compliance and not enough time delivering the strategic advice that genuinely adds value. This role offers the chance to focus on high-level private client planning, working with individuals, families and business owners on matters that have a real impact on their financial future.

As a Private Client Tax Adviser, you'll work on sophisticated tax planning projects covering inheritance tax, trusts, family investment companies and wider wealth preservation strategies. You'll be trusted to provide expert guidance, influence outcomes and help develop less experienced team members along the way.

For an ambitious Private Client Tax Adviser seeking greater variety, autonomy and career progression, this is an opportunity to join a forward-thinking advisory environment where your expertise will be recognised and rewarded.

Role Overview

Lead complex private client tax planning projects from initial strategy through to implementation
Advise clients on inheritance tax planning, trusts, family investment companies and wealth preservation structures
Prepare and review detailed tax analyses, technical reports and project plans
Liaise with solicitors, HMRC and other stakeholders to ensure successful project delivery
Identify tax planning opportunities and develop practical solutions for clients
Review technical work completed by other members of the tax team
Mentor and support colleagues to develop their technical knowledge and advisory skills
The Ideal Candidate

CTA qualified, or equivalent, preferred but not essential
Strong private client tax advisory experience with exposure to inheritance tax planning
Sound technical knowledge across direct taxes including CGT, Income Tax and related planning matters
Comfortable interpreting legislation, case law and complex technical issues
Excellent communication skills with the ability to build trusted client relationships
Commercially aware with a proactive and solutions-focused approach
Enjoys supporting and developing junior team members
What's on Offer

Base salary up to £90,000, dependent upon experience
Company car or car allowance
Profit share scheme
Private medical insurance
Flexible working hours, including one day from home per week
Free quality lunches four days per week
Team building events and reward lunches
Genuine opportunities for professional development and progression
Supportive and collaborative working environment
Register your interest by applying today or call Ash Ball on (phone number removed) to discuss this opportunity further, always in complete confidence.

Addington Ball is a specialist finance and accounting 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/(phone number removed) - Private Client Tax Adviser