Private Client Tax Advisor

Private Client Tax Advisor – ACCA Careers

This role offers an exciting opportunity for a Private Client Tax Advisor to provide expert advisory services for a well-regarded local firm. The successful candidate will work closely with clients in Salisbury and the wider Dorset/Wiltshire/Hampshire region, ensuring tailored tax solutions and compliance.

Our client is a local accountancy firm with a focus on delivering bespoke tax solutions to clients. They are a single-partner organisation with a strong emphasis on professional growth and advisory excellence. This role has come about as part of a long-term succession plan, with progression and skill development of the successful candidate being a primary focus.

• Provide expert tax advisory services to private clients.
• Assist clients with tax planning and compliance to meet their individual needs.
• Build and maintain strong client relationships to deliver tailored solutions.
• Work collaboratively with the Partner and colleagues to provide seamless client service.
• Keep up-to-date with tax legislation and ensure compliance with regulations.
• Prepare and review tax returns for accuracy and completeness.
• Identify opportunities for tax efficiencies and provide strategic advice.
• Support succession planning initiatives for clients.

• Strong knowledge of tax legislation and compliance requirements.
• Experience in providing tailored tax advice to private clients.
• Proficiency in preparing and reviewing tax returns.
• Excellent interpersonal and relationship‑building skills.
• A proactive approach to identifying tax planning opportunities.
• Ability to work effectively in a professional services environment.

• Competitive salary ranging from £35,000 to £60,000.
• Opportunities for professional development in tax advisory services.
• Flexibility to support work-life balance.
• Access to several reward opportunities, including a summer bonus.
• Focus on career progression through succession planning.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industry: Accounting

This position offers an excellent opportunity to grow your career as a Private Client Tax Advisor within the UK accountancy industry. If you’re based in Salisbury and looking for your next challenge, apply today.