Tax advisers help clients plan their finances to make sure they’re paying the right amount of tax.
Salary Range: £18,000 to £50,000
How to become a tax adviser
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
You can get into this job through a higher apprenticeship as a taxation technician or accountancy taxation professional.
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
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.
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 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’ll need to register as an ‘approved person’ by the Financial Conduct Authority
Professional and industry bodies
What it takes
Skills and knowledge
- 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
- to be able to carry out basic tasks on a computer or hand-held device
What you’ll do
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
You could work in an office or at a client’s business.
Career path and progression
With experience, you could open your own tax consultancy.