Part-Time Private Client Tax Advisor
Part-Time Private Client Tax Advisor
Posted on :
08-08-2025
Employer Active
1 Vacancy
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Monthly Salary
55000 - 70000
Vacancy
1 Vacancy
Posted on :
08-08-2025
Job Description
Part-Time Personal Tax Advisor Entrepreneurial Opportunity Flexible Advisory-Focused Role
Location: Office-based in Surrey but flexible/hybrid/remote working options considered
Salary: In line with market rate and based on experience plus bonus scheme (happy to advise on salary))
This isn t your average tax role and that s exactly the point.
We re working with a dynamic award-winning accountancy and tax practice who are on the lookout for a CTA-qualified Private Client Tax Advisor to take a lead role in their growing tax advisory team. The firm are known for doing things differently no stuffy suits or endless spreadsheets here. Instead they focus on practical commercial advice that genuinely helps their clients thrive.
And that s where you come in.
What s on offer
This is an incredible opportunity for someone who s got a solid grip on personal tax but also wants a role that s more entrepreneurial more advisory-focused and more flexible. You ll be helping shape the direction of the advisory arm of the tax department working directly with the Head of Tax and their close-knit friendly team.
If you ve ever thought I could build a better process for this or I wish I had more freedom to shape my workload then this role might be just what you ve been looking for.
What you ll be doing:
- Delivering clear practical IHT and estate planning advice to clients in a way they actually understand
- Getting involved in other areas of tax planning that interest you from CGT to non-resident issues to exit strategies
- Building strong trust-based relationships with clients and professional contacts (think IFAs solicitors and beyond)
- Creating templates resource packs and repeatable systems to scale and grow the advisory offering
- Helping shape the department s future direction processes services even potential hires
Requirements
You ll thrive in this role if you are:
- CTA-qualified with a solid background in personal tax
- Entrepreneurial and proactive someone who sees opportunities and isn t afraid to run with them
- Comfortable working directly with clients and explaining complex issues in simple terms
- Naturally organised and process-driven with an eye for scalable improvements
- Looking for flexibility autonomy and genuine impact in your day-to-day work
Benefits
Why this firm
- Award-winning highly respected and growing rapidly
- Genuinely flexible culture they care about output not clock-watching
- Supportive and down-to-earth team who ll value your input
- Clear path for progression into leadership niche specialisms or even equity
- Real say in how the tax advisory function develops
If you re a Private Client Tax Advisor who s ready to step out of the traditional box and into a role where you can really make your mark we d love to speak with you.
Apply today through Kourtney Luckett at TPF Recruitment and let s explore what this could look like for you.
CTA Qualified
Education
CTA Qualified
Employment Type
Full Time
Key Skills
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