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Chartered Tax Advisor information

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$26.5K

$87K

$128.5K

How much do chartered tax advisor jobs pay per year?

As of Jun 13, 2026, the average yearly pay for chartered tax advisor in the United States is $87,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $101,000.00 per year, depending on experience, location, and employer.

How much does a CTA earn?

Chartered Tax Advisors (CTAs) typically earn between £50,000 and £100,000 annually, depending on experience, location, and sector. Senior CTAs with extensive expertise can earn higher salaries, especially in consultancy or senior advisory roles, often supplemented by bonuses and benefits.

What are some typical daily responsibilities of a Chartered Tax Advisor?

Chartered Tax Advisors regularly meet with clients to understand their financial situations, provide tailored tax advice, and develop effective tax planning strategies. Their day often involves researching complex tax legislation, preparing and reviewing tax returns, ensuring clients comply with all relevant laws, and communicating directly with tax authorities when needed. They also collaborate closely with accountants, auditors, and legal professionals to offer comprehensive service. This variety makes each day dynamic and provides continuous opportunities to build expertise in specialized areas of taxation.

How much money do tax advisors make?

Chartered Tax Advisors typically earn between $60,000 and $120,000 annually, depending on experience, location, and the complexity of clients' tax situations. Senior or specialized advisors with certifications and extensive experience can earn higher salaries, often exceeding $150,000. Compensation may also include bonuses and benefits based on performance and firm size.

What is a Chartered Tax Advisor job?

A Chartered Tax Advisor (CTA) is a qualified tax professional who provides expert advice on tax planning, compliance, and legislation. They work with individuals and businesses to ensure tax efficiency while following legal requirements. CTAs may specialize in areas like corporate tax, personal tax, or VAT. Their role often involves preparing tax returns, advising on tax-saving strategies, and representing clients in dealings with tax authorities.

What are the key skills and qualifications needed to thrive in the Chartered Tax Advisor position, and why are they important?

To thrive as a Chartered Tax Advisor, you need in-depth knowledge of taxation laws, analytical skills, and a recognized qualification such as the CTA (Chartered Tax Adviser) certification. Familiarity with tax preparation software and compliance systems is essential, as well as staying updated with the latest legislative changes. Strong communication, problem-solving, and client relationship skills set top performers apart in this field. These skills and qualifications are vital for providing accurate advice, maintaining compliance, and building trustful client relationships in the ever-evolving tax sector.

How much do chartered tax advisors make?

Chartered Tax Advisors typically earn between $60,000 and $120,000 annually, depending on experience, location, and the complexity of clients' tax situations. Senior or specialized advisors with certifications and extensive experience can earn higher salaries, often exceeding $150,000. They often work in accounting firms, consulting agencies, or corporate finance departments, utilizing advanced tax knowledge and certifications such as CTA or CPA.

What is the difference between CPA and CTA?

A Chartered Tax Advisor (CTA) is a professional qualification focused on tax planning and advisory services, often in the UK, while a Certified Public Accountant (CPA) is a broader accounting credential that covers auditing, accounting, and financial management, primarily in the US. CPAs typically have a wider scope of practice, whereas CTAs specialize in tax expertise and may work closely with tax authorities and clients on complex tax issues.
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Chartered Tax Advisor jobs near you
Infographic showing various Chartered Tax Advisor job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $87,022 per year, or $41.8 per hour.
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)

Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)

Mercer Advisors

Walnut Creek, CA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
  • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule: Business hours Monday through Friday.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.

#LI-Hybrid

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.

This position may also be eligible for a comprehensive benefits package, which includes:

  1. Medical, dental, and vision coverage
  2. Life insurance
  3. 401(k) contributions
  4. Health Savings Account (HSA)
  5. Short- and long-term disability
  6. Additional benefits designed to support your health and financial well-being
Base Pay Range
$85,000—$145,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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