Accountants & Business Advisers

Private Client Services

Private Client Services isn't just about tax. It's about helping people make some of the biggest financial decisions of their lives.

As part of our Private Client Services team, you'll help clients understand complex tax legislation, plan for the future and make informed decisions about their personal finances. Every client has their own circumstances, goals and challenges, meaning no two days are ever quite the same.

If you enjoy problem-solving, building relationships and helping people, Private Client Services could be the perfect place to start your career.

What does a Private Client Adviser actually do?

As a Private Client Adviser, you'll help individuals, families and business owners understand and manage their tax affairs. You'll combine technical knowledge with strong communication skills, translating complex tax rules into clear, practical advice tailored to clients' individual circumstances.

Your work could involve:

  • Preparing and reviewing personal tax returns
  • Advising on income tax and capital gains tax matters
  • Supporting individuals working internationally
  • Assisting with trusts and estates
  • Liaising with HMRC
  • Attending client meetings
  • Researching changes in tax legislation
  • Helping clients plan for important life and financial events

The variety of work means there is always something new to learn.

What could my week look like?

A typical week could include:

  • Preparing a personal tax return
  • Speaking with HMRC on behalf of a client
  • Attending a meeting with a business owner
  • Researching a complex tax issue
  • Looking at the tax implications of a trust distribution
  • Supporting a client with an international tax matter
  • Working with colleagues across the firm
  • Studying towards your professional qualification
What clients will I work with?

One of the most rewarding aspects of Private Client Services is the variety of people you'll work with. Our clients include:

How will my career develop?

You'll build technical expertise from day one while developing client-facing skills throughout your training programme.

Year 1 - You'll learn the fundamentals of personal taxation, gain experience preparing tax returns and build confidence working with clients and HMRC.

Year 2 - You'll begin taking responsibility for more complex aspects of client work, build stronger client relationships and become more involved in advisory projects.

Year 3 - You'll work on increasingly technical matters, support a wider range of clients and play a larger role in delivering advice alongside Managers, Directors and Partners.

As your career progresses, you'll develop into a trusted adviser helping clients navigate complex tax and financial issues.

Will I enjoy Private Client Services?

Private Client Services could be a great fit if you:

  • Enjoy working with people
  • Like solving problems and finding practical solutions
  • Have strong communication skills
  • Enjoy research and learning new things
  • Are organised and pay attention to detail
  • Want a career that combines technical expertise with relationship-building

You don't need an Accounting or Finance degree to succeed. Many successful Private Client advisers come from a wide range of academic backgrounds.

What qualification will I study?

You'll study the ATT CTA Tax Pathway as part of your training programme enabling you to gain both of the UK's leading professional tax qualifications.

The pathway combines strong technical foundations with advanced advisory skills, helping you develop into a highly skilled tax professional.

More information about the Tax Pathway can be found here.