Private Client Tax Adviser

Blusource Finance Limited; Derby; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A finance consultancy in Derby is seeking a Private Client Tax Adviser to provide tailored tax advice and support for a diverse portfolio of clients. This role involves managing your own projects and delivering high-quality solutions while building strong client relationships. The company offers flexible working arrangements, study support, and a friendly team-oriented culture.

Benefits

Flexible working arrangements

Study support for professional development

Well-being and benefit options

Qualifications

• Experience in providing tailored tax advice and compliance support.
• Ability to manage workload and deliver projects efficiently.
• Strong relationship-building skills.

Responsibilities

• Providing tailored tax advice and compliance support to a diverse portfolio of clients.
• Managing your own workload, delivering projects efficiently and within budget.
• Building and maintaining strong client relationships.

Job description

What You’ll Be Doing

• Providing tailored tax advice and compliance support to a diverse portfolio of private clients, including high-net-worth individuals, families, and trusts

• Managing your own workload, delivering projects efficiently and in line with deadlines and budget expectations

• Building and maintaining strong client relationships, identifying planning opportunities and potential risks

• Working closely with senior colleagues to deliver high-quality advice and proactive solutions

• Supporting junior staff through training, mentoring, and knowledge-sharing, depending on your experience level

Benefits Include

• Flexible and hybrid working arrangements to support a healthy work-life balance

• Study support for ATT, CTA, ACCA, ACA etc.

• Well-being and benefit options which you can choose from

• Tailored career development and CPD pathways, with full support for progression

• Friendly and team-oriented working culture

This is an excellent role for a tax professional looking to join a supportive team and make a meaningful impact as a Private Client Tax Adviser.