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  • SKILL LEVEL:
  • Expert

Private client tax specialist

What is a private client tax specialist and what do they do?

Personal tax is a tax incurred by an individual and includes income tax, capital gains tax, inheritance tax and tax on savings and investments. The private client tax specialist's role is to ensure tax returns are filed correctly and compliantly, and to achieve the client’s personal wealth goals.

Private client tax specialists often work with high net worth individuals (HNWI) and help them to protect, maintain and enhance their private wealth in the most tax-efficient and cost-effective way possible.

Depending on the jurisdiction, some elements of personal tax (such as bank deposits, shares, fixed assets and pension plans) can be separately referred to as wealth tax.

Capabilities

While the accountancy profession offers diverse career options and paths, the core capabilities required to perform at the highest standards remain the same - irrespective of skill level or job role.

Collaboration Digital Drive Ethics Expertise Insight Sustainability
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to succeed at this level

Continuing professional development at ACCA

A commitment to life-long learning is a vital part of your ACCA membership; it unlocks the full potential of your career choices - and drives forward the profession.

We deliver a wide range of CPD resources tailored to different areas of expertise - and an ever-changing profession. Our, and your, commitment to quality CPD ensures you will have the most up-to-date skills to perform at the highest standard. 

So, get started (or restarted) and take a look at our curated list of the most relevant CPD resources to secure and succeed in this role.

units 21

Online course

Tax pick 'n' mix bundle

Stay up to date with these top tips for accountants from tax experts. Work your way through the scenarios deciding what best to do and find out what the experts would do, too.

The courses within this bundle are specific to the UK only.

Create your pick 'n' mix bundle from a range of bestselling tax courses (specific to the UK only):
 

  • 2023-24 update: UK tax
  • 2022-23 update: finance act 2022
  • corporation tax: refresher and update (UK only)
  • current pensions and finance issues
  • employment and payroll taxes
  • expenses and benefits
  • making tax digital
  • national insurance contributions
  • property taxes
  • self-assessment for individuals.
Book now
(Member discount)
Find more CPD resources on ACCA Learning

How does the ACCA Qualification prepare you for this job role?

From a combination of exams, ethics and experience, the ACCA Qualification will boost your employability and performance at every stage of your career journey.

Here we have listed some elements of the ACCA Qualification that will help you perform at the highest standard in this job role.

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Looking to start or restart your journey with us? Apply or re-register with us today to access all the benefits ACCA membership brings

Apply now About the ACCA Qualification