Private Client Tax Adviser

A long-established, independent firm of chartered accountants are seeking a Private Client Tax Adviser for their office near Guildford. Reporting directly to the Tax Partner, this position offers excellent opportunities for career progression and a generous remuneration package.


The Role

As a Private Client Tax Adviser, you will manage a portfolio of clients, complete tax returns and identify tax planning opportunities, including estate planning.

Day-to-day duties include:

  • Manage a portfolio of clients, developing a good relationship with them, understanding their requirements and keeping the client partner aware of status and issues
  • Monitor work-in-progress (WIP)
  • Identify tax planning opportunities, including estate planning and mitigation of inheritance tax and us of trusts
  • Assist partners and staff in quoting for new work, including identifying specification and time costs involved
  • Completion of tax returns and other compliance services


The Candidate

  • ATT qualified and/or CTA part qualified. Qualified by experience will also be considered
  • Minimum of 2 years personal tax experience in an accountancy practice
  • Excellent interpersonal and communication skills are essential together with the ability to form strong client relationships
  • Strong IT skills


For more information on this Private Client Tax Adviser role, please contact Leon Maulguet at AJ Chambers.