Accountants & Business Advisers

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.