Tax Adviser

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

Typical Salary

£22,000 To £60,000

Typical Hours

38 to 40 a week
between 8am and 6pm

How To Become a Tax Adviser

You can get into this job through:

  • a university course
  • an apprenticeship
  • working towards this role
  • applying directly
  • specialist courses run by professional bodies

College / University

You could take a degree and then further professional training through a graduate scheme, to qualify.

  • accountancy
  • accounting and finance
  • business and management
  • law
  • maths
  • 2 to 3 A levels, or equivalent, for a degree
  • 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths
  • Apprenticeship

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

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship
  • Routes into this Career

    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 or equivalent 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.

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

    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
    • to be able to use a computer and the main software packages competently

    Day To Day Tasks

    You could:

    • 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 finding ways to reduce their liability
    • produce reports or presentations for clients
    • negotiate with HMRC on your client's behalf
    • keep up to date with regulations

    Working Environment

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

    Career Path & Progression

    With experience, you could open your own tax consultancy.

    Volunteering Opportunities

    Volunteering Opportunities are not listed for this job.

    Tips & Information

    Registration

    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.

    Restrictions & Requirements

    Restrictions & Requirements are not listed for this job.

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