Private Client Tax Advisor

Private Client Tax Advisor

Leatherhead Full-Time 42000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a Private Client Tax Advisor, managing diverse client portfolios and tackling complex tax compliance.
  • Company: Fletcher George is a dynamic financial recruitment agency based in Surrey, dedicated to inclusivity.
  • Benefits: Enjoy a competitive salary, hybrid working, private medical insurance, and exciting social events.
  • Why this job: This role offers clear career progression and the chance to work with high-net-worth clients and charities.
  • Qualifications: You need an ATT or CTA qualification and strong experience in Private Client Tax compliance.
  • Other info: We value diversity and welcome all applicants; referrals can earn you up to £500 in vouchers!

The predicted salary is between 42000 - 84000 £ per year.

Private Client Tax Advisor – ATT or CTA

Leatherhead, Surrey | £50,000 – £60,000 | Hybrid and Flexi working

Work with an outstanding client portfolio including directors of owner‑managed businesses, non‑domiciled individuals, high‑net‑worth clients, complex trusts and estates, and charitable organisations. You will handle complex compliance matters and have the opportunity to move into Advisory work.

You will be :

  • ATT or CTA qualification (study support available if required)
  • Strong Private Client Tax compliance exposure

You will enjoy :

  • Salary £50–60k (set by Fletcher George as a band dependent on relevant experience and study)
  • Clear career development and progression
  • Hybrid working, flexi working, a wide range of other benefits to include private medical, health insurance, car parking and regular social events

Next steps – please apply to this Private Client Tax Advisor role and we will aim to reply to all suitable applicants within 48 hours.

Fletcher George is an inclusive Surrey based 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.

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Private Client Tax Advisor employer: Fletcher George Recruitment Ltd

Fletcher George is an exceptional employer, offering a dynamic work environment in Leatherhead, Surrey, where you can thrive as a Private Client Tax Advisor. With a strong focus on employee growth, we provide clear career progression paths, hybrid and flexible working options, and a comprehensive benefits package including private medical insurance and regular social events. Join us to work with a prestigious client portfolio while enjoying a supportive and inclusive culture that values diversity and professional development.
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Contact Detail:

Fletcher George Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Advisor

✨Tip Number 1

Network with professionals in the tax advisory field. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships can often lead to job opportunities that aren't advertised.

✨Tip Number 2

Stay updated on the latest tax regulations and compliance issues. This knowledge will not only help you in interviews but also demonstrate your commitment to the field, making you a more attractive candidate.

✨Tip Number 3

Consider reaching out to current employees at StudySmarter or similar companies on LinkedIn. Ask them about their experiences and any tips they might have for applying. This insider information can give you an edge.

✨Tip Number 4

Prepare for potential case studies or practical assessments during the interview process. Familiarise yourself with common scenarios faced by Private Client Tax Advisors, as this will showcase your problem-solving skills and expertise.

We think you need these skills to ace Private Client Tax Advisor

ATT or CTA qualification
Private Client Tax compliance expertise
Knowledge of tax legislation and regulations
Experience with high-net-worth clients
Understanding of complex trusts and estates
Advisory skills in tax planning
Strong analytical skills
Attention to detail
Excellent communication skills
Client relationship management
Problem-solving abilities
Time management and organisational skills
Ability to work independently and as part of a team
Adaptability to changing regulations

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and qualifications required for the Private Client Tax Advisor position. Tailor your application to highlight your relevant experience in private client tax compliance.

Highlight Relevant Qualifications: Make sure to emphasise your ATT or CTA qualification in your CV and cover letter. If you have any additional certifications or training related to tax advisory work, include those as well.

Showcase Your Experience: Provide specific examples of your experience with high-net-worth clients, complex trusts, and estates. Use quantifiable achievements to demonstrate your expertise in handling compliance matters.

Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in the role and how your skills align with the company's needs. Mention your enthusiasm for hybrid working and career development opportunities.

How to prepare for a job interview at Fletcher George Recruitment Ltd

✨Know Your Tax Regulations

Brush up on the latest tax regulations and compliance matters relevant to private clients. Being well-versed in current laws will not only impress your interviewers but also demonstrate your commitment to the role.

✨Showcase Your Client Management Skills

Prepare examples of how you've successfully managed client relationships in the past. Highlight your experience with high-net-worth individuals or complex trusts, as this will be crucial for the role.

✨Demonstrate Your Advisory Potential

Since the role offers a pathway into advisory work, be ready to discuss your thoughts on how you can add value beyond compliance. Share any ideas you have for helping clients optimise their tax positions.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, career progression, and the types of clients you would be working with. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Private Client Tax Advisor
Fletcher George Recruitment Ltd
Location: Leatherhead
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