Tax advisers work with clients to ensure they pay the right amount of tax, and plan their finances.
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What does a tax adviser do?

Tax advisers work with large companies, smaller businesses and individuals. They usually specialise in an area of taxation, for example:

  • corporate
  • VAT
  • international
  • personal
  • inheritance and trusts.

Main tasks would include:

  • meeting clients and discussing their financial situation
  • gathering information and data to calculate the amount of tax due
  • checking and completing tax returns
  • auditing clients’ tax records
  • explaining tax laws to clients and finding ways to reduce their tax liabilities
  • producing reports or presentations for clients
  • negotiating with HM Revenue and Custom on your client’s behalf
  • keeping up to date with changes in tax laws and regulations.
  • In some jobs, you may also provide other accountancy services for clients.

What do I need to do to become a tax adviser?

Many people working in financial services can offer advice about tax issues, for example accountants and independent financial advisers. However, to make the most out of a career in this field, it is highly recommended that you gain a professional qualification in taxation. For example, those offered by the Association of Taxation Technicians (ATT) or the Chartered Institute of Taxation (CIOT).

You can start out in taxation in a number of ways:

  • as a trainee with a company after leaving college
  • through a graduate training scheme after finishing university
  • by completing a Higher Apprenticeship in Professional Services
  • by transferring from another profession, such as accountancy or law.

Related skills

  • Attention to detail
  • Communication
  • IT
  • Leadership
  • Numeracy
  • Problem solving
  • Teamwork

Academic route

  • GCSEs, including English and maths
  • Two or three A levels

Where to find out more

Where could I be working?

You could work for an accountancy firm, a specialist tax consultancy, or a large company with its own in-house tax department. Opportunities are also available with banks, law firms and HM Revenue and Customs. You could move between these sectors during your career. 

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