Tax adviser

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

Average salary (a year)

£18,000 Starter

to

£50,000 Experienced

Typical hours (a week)

38 to 40 a week

You could work

between 8am and 6pm

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

Apprenticeship

You can get into this job through a level 7 apprenticeship as an accountancy/taxation professional.

This non-degree apprenticeship will usually take 3 years to complete. You'll do on-the-job training and spend time with a college or training provider.

The Chartered Institute of Taxation has further information on training providers who offer level 7 apprenticeships.

You can start working towards this role through an accounting taxation technician higher apprenticeship. This will usually take 2 to 4 years to complete.

Entry requirements

You'll usually need:

  • 5 GCSEs at grades 9 to 4 (A* to C) and college qualifications like A levels for a higher or a degree apprenticeship

More information

Work

You could get into this career as a trainee with a company. You'll usually need 2 to 3 A levels.

Direct application

You could transfer from another profession like accountancy or law.

You would need to apply for membership of the Association of Taxation Technicians, or work towards the Chartered Tax Adviser (CTA) qualification offered by the Chartered Institute of Taxation.

The CTA qualification is not awarded until you have three years of relevant professional experience, and have applied to become a member of the Chartered Institute of Taxation.

Other routes

Many larger financial companies and banks run graduate training schemes. You would normally need a good pass at degree level as this option is very competitive. Subjects like accountancy or maths may give you a slight advantage, although not essential.

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

More information

Professional and industry bodies

You may find it useful to join organisations like the Chartered Institute of Taxation and Association of Taxation Technicians, for professional recognition, training opportunities 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.

What it takes

Skills and knowledge

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
  • Being able to use a computer terminal or hand-held device may be beneficial for this job.

What you'll do

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.

Career path and progression

With experience, you could open your own tax consultancy.

Training opportunities

Apprenticeships In England

Finance Apprentice - Level 7

  • Wage : £21,000.00 Annually
  • Location: NN8 2DT

ACA Audit Graduate Apprentice

  • Wage : £432.53 Weekly
  • Location: Reading RG1 1PL

Courses In England

ACCA F6 Taxation

  • Provider: Chichester College Group
  • Start date: 04 January 2019
  • Location: Chichester

ACCA Level 5 - Taxation

  • Provider: Yeovil College
  • Start date: 11 March 2019
  • Location: YEOVIL

Get help using this service

Call 08000 150 950

8am to 10pm, 7 days a week

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