Private Tax Adviser

Butler Rose Ltd; Spalding; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading accountancy practice in Spalding seeks a Private Tax Advisor to deliver tax compliance and advisory services across a varied client portfolio. The ideal candidate will hold an ACA, ACCA, CTA, or ATT qualification with at least one year of relevant experience. This role promotes strong client relationships and offers flexible working options. Join a supportive team that encourages professional development and progression within a dynamic private tax environment.

Benefits

Flexible and hybrid working options

Ongoing training and professional development support

Wellbeing initiatives and work-life balance benefits

Clear progression opportunities

Qualifications

• At least one year of post-qualification experience in personal or private client tax.
• Solid technical knowledge across personal tax and related advisory work.
• Confident communicator with good interpersonal skills.

Responsibilities

• Deliver personal tax compliance and advisory services across a varied client portfolio.
• Manage personal workflows, deadlines and budgets effectively.
• Identify planning opportunities and potential areas of risk for clients.

Skills

Personal tax compliance

Advisory services

Organisational skills

Interpersonal skills

Technical knowledge of income tax

Education

ACA, ACCA, CTA or ATT qualification

Job description

Private Tax Advisor
Spalding
Up to £50,000

A well-established Top 30 accountancy practice is looking to strengthen its private client tax offering with the appointment of a Private Tax Adviser. This role sits within a dedicated private tax team and offers exposure to a varied portfolio of individuals, families and owner-managed businesses.

The position combines advisory and compliance work, providing an opportunity to build long-term client relationships while developing technically across a broad range of personal tax matters. The firm promotes a collaborative culture with clear routes for progression and ongoing professional development.

Role Responsibilities

• Deliver personal tax compliance and advisory services across a varied client portfolio.
• Manage personal workflows, deadlines and budgets effectively.
• Provide technical input on areas including income tax, capital gains tax, inheritance tax, trusts and allowances.
• Identify planning opportunities and potential areas of risk for clients.
• Build and maintain strong working relationships with clients and internal stakeholders.
• Support and mentor junior team members, contributing to knowledge sharing within the team.
• Liaise with managers and partners to ensure high-quality service delivery.

Personal Requirements

• ACA, ACCA, CTA or ATT qualified.
• At least one year of post-qualification experience in personal or private client tax.
• Solid technical knowledge across personal tax and related advisory work.
• Strong organisational skills with the ability to manage multiple priorities.
• Confident communicator with good interpersonal skills.
• Comfortable working independently while contributing positively within a team environment.

Benefits

• Flexible and hybrid working options.
• Supportive and inclusive working culture.
• Ongoing training, CPD and professional development support.
• Wellbeing initiatives and work-life balance focused benefits.
• Clear progression opportunities within a growing private tax team.

If you're a qualified tax professional looking to develop your career within a reputable and forward-thinking practice, apply now.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.