Retail

Tax adviser

Tax advisers help clients plan their finances to make sure they're paying the right amount of tax.

Annual Salary

£18,000 to £50,000

Average UK salary in 2018 was £29,588
(source Office for National Statistics)

Working hours

38 to 40 a week

You could work: between 8am and 6pm;

What's it all about?

Day to day tasks

Your daily duties may include:

  • meeting clients to discuss their financial situation
  • gathering information to calculate the amount of tax due
  • checking and completing tax returns
  • auditing clients' tax records
  • explaining tax law to clients and finding ways to reduce their liability
  • producing reports or presentations for clients
  • negotiating with HMRC on your client's behalf
  • keeping up to date with regulations

Working environment

You could work in an office or at a client's business.

You can get into this job through:

  • an apprenticeship
  • working towards this role
  • applying directly
  • a graduate training scheme
  • specialist courses run by professional bodies
Apprenticeship

You can get into this job through a higher apprenticeship as a taxation technician or accountancy taxation professional.

Entry requirements

You'll usually need:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship
For more information
Work

You could start as an assistant in an accounting department and apply for a position as a trainee adviser with a company. You'll usually need 2 to 3 A levels.

Direct application

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.

You'll need to apply for membership of the Association of Taxation Technicians, or work towards the Chartered Tax Adviser qualification offered by the Chartered Institute of Taxation.

Other routes

You could apply for a graduate trainee scheme offered by many of the larger financial companies and banks.

You'll usually need a good pass at degree level as this option is very competitive. Subjects like accountancy or maths may be useful, although not essential.

You can also complete a professional qualification through the Association of Taxation Technicians or the Chartered Institute of Taxation.

More information

Professional and industry bodies

You can join the Chartered Institute of Taxation or Association of Taxation Technicians for professional development and to make industry contacts.

Further information

You can find out more about becoming a tax adviser from the Chartered Institute of Taxation and the Association of Taxation Technicians.

With experience, you could open your own tax consultancy.

You can find out more about becoming a tax adviser from the Chartered Institute of Taxation and the Association of Taxation Technicians.

Skills required and how your skills match up

What skills are required?

You'll need:

  • to be thorough and pay attention to detail
  • maths knowledge
  • customer service skills
  • ambition and a desire to succeed
  • the ability to accept criticism and work well under pressure
  • excellent verbal communication skills
  • the ability to read English
  • analytical thinking skills
  • active listening skills
  • to be able to carry out basic tasks on a computer or hand-held device
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