Tax AdviserJob Description:
Tax advisers help clients plan their finances to make sure they're paying the right amount of tax.Job Category:
What you will do:
- meet clients to discuss their financial situation
- gather information to calculate the amount of tax due
- check and complete tax returns
- audit clients’ tax records
- explain tax law to clients and find ways to reduce their liability
- produce reports or presentations for clients
- negotiate with national revenue services on your client’s behalf
- keep up to date with regulations
- maths knowledge
- customer service skills
- the ability to read English
- to be able to use a computer and the main software packages competently
As well as:
You can get into this job through:
- a university course
- an apprenticeship
- working towards this role
- applying directly
- specialist courses run by professional bodies
You could take a degree and then further professional training through a graduate scheme, to qualify.
Most graduate employers will be looking for a minimum of an upper second class degree.
Your degree can be in any subject. Though not essential, the following subjects can be useful:
- accounting and finance
- business and management
During your studies look out for:
- insight days
- vacation schemes
- year placement opportunities
Your university careers service can help you to find work experience opportunities with business and finance companies, which will give you an advantage when you apply to graduate schemes.
The following higher apprenticeships are relevant to this role:
- professional accountancy or taxation technician
- accountancy or taxation professional
You could start as an assistant in an accounting department and apply for a position as a trainee adviser with a company.
Some professional services firms recruit school and college leavers into trainee tax adviser roles. You would receive full training from your employer, including support to gain professional qualifications.
You can apply directly to employers if you’ve got some of the relevant skills and knowledge needed for this job. For example, you could transfer from another profession like accountancy or law.
Working Hours and Environment:
You’ll usually work standard office hours, 38-40 hours a week, Monday to Friday, with possible overtime at busy periods like the end of the tax year.
You’ll be office-based but will also travel to meet clients.
Career Path & Progression:
With experience, you could open your own tax consultancy.