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Private client tax advisor

Gloucester
LK & Associates Limited
Tax advisor
Posted: 30 July
Offer description

2 weeks ago Be among the first 25 applicants

Direct message the job poster from LKA Chartered Accountants

Job title: Private Client Tax Advisor

Employer: LKA Chartered Accountants

Manager: Head of Tax

Type of employment: Part-time – from 20h p/w (flexible working hours available)

Rate of pay: Based on experience and skills plus bonus scheme

Location: Flexible, hybrid and potential for fully remote OR office based dependant on preference

Practice Summary:

We’re LKA — a fast-growing, award-winning accountancy and tax firm based in Thames Ditton, Surrey. Proud winners of Tolley’s Small Firm of the Year 2022, we’re known for our hands-on approach, commercial insight, and down-to-earth advice. Our clients range from entrepreneurs and sole traders to fast-growing small businesses across a wide mix of sectors. We do more than just the numbers — we help businesses grow. We’re a close-knit, supportive team offering real variety, early responsibility, and the chance to make a visible impact from day one.

This isn’t your typical tax role.

We’re looking for a smart, driven Chartered Tax Adviser who loves digging into Inheritance Tax (IHT) planning — but also wants the freedom to shape a growing advisory offering in a way that fits their strengths and interests.

This is a unique opportunity to lead and grow the advice side of our tax department, working directly with our Tax director, clients, building a network of local IFAs, and developing efficient and scalable systems for delivering brilliant advice. If you’re entrepreneurial, confident with clients, and ready to step into a role with real autonomy and impact — we’d love to meet you.

What you’ll be doing:

* Leading with advice: Providing high-quality, jargon-free IHT and estate planning advice directly to clients.
* Beyond IHT: Exploring and delivering other areas of tax planning or compliance you’re passionate about — from CGT to non-resident issues to business exit planning – think what you enjoy and would like to expand into.
* Client-first: Meeting clients, building trust, and making them feel supported and understood.
* Grow the function: Designing processes, templates, and resource packs that make advisory work repeatable, scalable, and profitable.
* Build relationships: Connecting with IFAs, solicitors, and professional introducers to generate referrals and grow the practice.
* Sharpen systems: Help improve the tools, templates, and documents we use to deliver advice efficiently and consistently.

You’ll thrive here if you are:

* A CTA-qualified adviser with a strong grounding in IHT and personal tax.
* Entrepreneurial in mindset — maybe you’ve always wanted more freedom to shape your own workload or build a service your way.
* Confident in client-facing roles, able to build rapport and explain complex issues clearly.
* Organised and process-minded — you enjoy building better ways to do things and don’t mind getting stuck into the details.
* Ambitious and proactive
* Eager to be part of a team that is excited to help you enjoy your job

What we offer:

* A genuinely flexible working culture — we care about outcomes, not office hours.
* The chance to build your own patch within a forward-thinking, supportive environment.
* Input into the future direction of the tax department — including services, strategy, and hiring.
* Supportive team, regular CPD, and regular referrals which can be grown.
* A role that grows with you — into leadership, niche specialism, or even equity.


Seniority level

* Seniority level

Entry level


Employment type

* Employment type

Part-time


Job function

* Job function

Finance and Sales
* Industries

Accounting

Referrals increase your chances of interviewing at LKA Chartered Accountants by 2x

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