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- 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.
Job Description
Private Client Tax Consultant, Leatherhead with Hybrid working
A superb opportunity for a ambitious tax professional to join a leading firm and an amazing private client team. The successful candidate will enjoy flexible working and a competitive salary to £50K dependent on experience plus a comprehensive benefits including flexible working.
About You
You will have excellent communication skills and be looking to forge a career as a Chartered Tax Consultant specialising in private client work.
The ideal candidate will be ATT or CTA qualified with experience of working on a variety of personal private client tax issues. Further study support to complete CTA is available, if required.
The Private Client Tax Consultant role will consist of the following:
- To provide UK tax compliance for both UK and non-UK domiciliaries
- Prepare UK tax returns for UK domiciled and non-UK-domiciled high net worth individuals
- Liaison with HM Revenue & Customs dealing with tax compliance matters for High Net Worth Individuals
- Personal offshore administration
- Employment taxation structures
- Property ownership (both in the UK and overseas); offshore trust and company administration
- Reviewing the tax implications of residence and domicile laws
- Assisting with litigation support advising on the use of trusts
- The mitigation of inheritance and capital gains taxes
- The use of structured relief (for example EIS and VCTs)
- Business succession and exit planning
- Dealing with tax investigations and enquiries
- Dealing with clients and third parties internationally in an efficient and effective manner
What you'll get in return
You will receive a salary dependent on experience up to £50,000. There is a comprehensive range of benefits including hybrid home working, flexi working, health insurance, parking. Study support to complete CTA if required.
Next Steps
Please do apply for this role and we will assess your suitability for the role and will be prompt to make contact where relevant. Sometimes we may consider your application is more suited to other roles we have registered and we may also consider your application for more than one role.
Fletcher George is an accounting and finance recruitment agency acting as an Employment Agency and we aim to respond to all candidates relevant for the role within a 48 hour working period.
Referrals are welcome – you can receive up to £500 of Amazon 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 Advisor employer: Fletcher George Recruitment Ltd
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
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.
