At a Glance
- Tasks: Manage a portfolio of private clients and handle their tax compliance.
- Company: Modern, inclusive firm with a focus on technology and client relationships.
- Benefits: Hybrid working, competitive salary, and support for CTA/STEP studies.
- Other info: Dynamic environment with opportunities for professional development and career growth.
- Why this job: Join a growing team and work with interesting clients, including high net worth individuals.
- Qualifications: Experience in Private Client Tax and client management; CTA/STEP study support available.
The predicted salary is between 40000 - 60000 £ per year.
Due to continued growth, our client is looking for a Private Client Tax Supervisor to join their team in Guildford. This is a newly created role within a modern firm offering hybrid working and a genuinely interesting private client portfolio.
You will manage your own portfolio of private clients, including High Net Worth Individuals and internationally mobile professionals, taking responsibility for their tax compliance while becoming a trusted point of contact for wider tax matters. The client base includes sporting professionals and other individuals whose work takes them around the world, so there is plenty of exposure to clients moving overseas or relocating to the UK. Any previous experience of cross-border tax would be very welcome although it is certainly not essential.
The Role
- Preparing and reviewing Self Assessment Tax Returns and associated private client tax compliance work
- Supporting clients with international moves and associated UK tax considerations
- Working on more complex private client tax matters alongside Managers and Partners
- Identifying opportunities where clients would benefit from additional tax planning or specialist advice
- Liaising directly with clients, HMRC and other professional advisers
- Using the firm's latest technology and digital systems to work efficiently and provide a responsive service to clients
- Supporting and sharing knowledge with more junior members of the tax team where appropriate
The Firm
This is a modern and inclusive firm which has invested in technology and new ways of working, giving its people more time to focus on clients and the more interesting aspects of their work. Hybrid working is available and the firm is keen to support continued professional development. Study support can be provided towards CTA and STEP and there is plenty of scope to broaden your technical experience as your career develops.
About You
You will already have good Private Client Tax experience and be comfortable managing your own portfolio and dealing directly with clients. You may be ATT qualified, qualified by experience or looking to continue your studies towards CTA or STEP. Experience with High Net Worth Individuals or internationally mobile clients would be useful. Exposure to cross-border tax would be a real advantage although the firm is equally happy to consider someone who is keen to develop in this area.
The salary range of £40,000 - £60,000 has been set by Fletcher George and will depend on relevant experience and professional qualifications. This role would suit an experienced Tax Senior ready for the next step or an established Tax Supervisor looking for more ownership, an interesting client base and the opportunity to continue developing within a growing Guildford firm.
Next steps – please apply to this Private Client Tax Supervisor role and we will aim to reply to all suitable applicants within 48 hours.
Fletcher George is an inclusive financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.
We are an accountancy and finance recruitment agency acting as an Employment Agency.
Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.
Private Client Tax Supervisor - Hybrid & CTA/STEP Study in Guildford employer: Fletcher George Recruitment Ltd
Fletcher George is an excellent employer for aspiring accountants, offering a supportive environment in Leatherhead with flexible working arrangements and strong study support to help you complete your professional qualifications. The firm prides itself on its excellent work/life culture, diverse client portfolio, and genuine opportunities for long-term progression, making it an ideal place for those looking to grow their careers while engaging with a variety of clients, including high-net-worth individuals and international businesses.
Contact Details:
Fletcher George Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Supervisor - Hybrid & CTA/STEP Study in Guildford
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Fletcher George Recruitment Ltd, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Supervisor - Hybrid & CTA/STEP Study in Guildford
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Fletcher George Recruitment Ltd's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Fletcher George Recruitment Ltd. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Fletcher George Recruitment Ltd!
How to prepare for a job interview at Fletcher George Recruitment Ltd
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Fletcher George Recruitment Ltd.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Fletcher George Recruitment Ltd. It helps to show our commitment!
