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Private Client Adviser

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Harvey John Accountancy Recruitment


£35000 - £50000 per annum

A large independent practice in Godalming, Surrey, is looking for a Private Client Adviser to join their large Tax department.

This role will see you interacting with a wide variety of clients due to the firm's diverse range of clients. There will be a mixture of HNW, Non-Doms and Non-Res clients. You will be looking after and managing your own portfolio of clients, working closely with more senior members of staff to complete some more complex and ad-hoc projects.

This is an excellent opportunity to further your career within Private Client and make a name for yourself in a well established independent firm. While this role will primarily focus on compliance, there may be the opportunity to enhance your advisory skills when assisting other members of staff on various projects.

About you:

  • Ideally qualified in CTA
  • Qualified by experience candidates are welcome to apply
  • Minimum 4 years personal tax experience
  • Excellent communication and relationship skills
  • Proactive attitude to work
  • Ability to form strong client relationships
  • Strong IT skills, including Microsoft Excel

The salary advertised should be seen as a guide and has been set by the agency.

Please contact Antony Barnett at Harvey John to discuss this Private Client Adviser role in confidence or for some further information.