Part-Time Private Client Tax Advisor

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.