At a Glance
- Tasks: Manage relationships with high-net-worth clients and lead complex tax advisory projects.
- Company: Dynamic financial recruitment agency with a focus on inclusivity and growth.
- Benefits: Competitive salary, hybrid working, enhanced parental leave, and structured career progression.
- Other info: Exciting opportunities for professional development and diverse client portfolio.
- Why this job: Join a high-performing team and make a real impact in private client tax.
- Qualifications: CTA and/or STEP qualified with strong private client tax experience.
The predicted salary is between 60000 - 75000 £ per year.
Location: Guildford - modern offices with hybrid working
Salary: £60,000 - £75,000 + excellent benefits + real flexibility
Are you an experienced Private Client Tax specialist looking for something more than a compliance led role however with exposure to some amazing advisory work? We are recruiting for a high-performing and growing Private Client Tax team in Guildford. This is an exciting opportunity to join a firm where you will work closely with high-net-worth individuals, often with international or complex affairs, including UK res non-doms, entrepreneurs, landed estates, trusts, and business owners navigating wealth succession.
You will take ownership of a diverse portfolio and play a leading role in advisory-focused projects - whether that is pre-transaction planning, IHT mitigation, or restructuring family wealth.
Your Role Will Include:
- Managing and developing relationships with HNW individuals and families
- Being involved in complex compliance and advisory projects on residence, domicile, inheritance tax, CGT, and trust planning
- Reviewing complex self-assessment returns
- Working closely with Partners and senior colleagues on bespoke tax solutions
- Supporting junior staff development and contributing to team growth
What We're Looking For:
- CTA and/or STEP
- Strong experience in private client tax ideally within a mid-tier, Top 20 or boutique firm
- Comfortable overseeing complex compliance work within the team and leading on really interesting advisory work
- A proactive, professional, and team-oriented approach
What's On Offer:
- A competitive salary and bonus potential
- Hybrid and flexible working to suit your lifestyle
- High-quality private client focused portfolio
- Enhanced parental leave, life assurance, and other great benefits
- Clear, structured career progression in a growing firm
Next steps - please apply to this Private Client Tax Manager 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.
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.
Private Client Tax Manager employer: Fletcher George Recruitment Ltd
Fletcher George is an exceptional employer, offering a supportive and inclusive work culture that prioritises personal and professional growth. As a leading accountancy firm based in Surrey, we provide our Audit Supervisors with the opportunity to manage a diverse portfolio of clients while enjoying hybrid working arrangements and competitive benefits, including enhanced parental leave and life insurance. Join us to thrive in a dynamic environment where your contributions are valued and rewarded.
Contact Details:
Fletcher George Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with high-net-worth individuals and complex tax matters. Share specific examples of how you've tackled challenges in previous roles to demonstrate your value.
✨Prepare for the Interview
Do your homework on the company and the role. Understand their client base and the types of advisory work they do. Prepare thoughtful questions to ask during the interview to show your genuine interest and knowledge about the firm’s operations.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Private Client Tax Manager role! We’re all about making the application process smooth and straightforward, so take advantage of it and let us help you find your next big opportunity.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your advisory work and any experience with high-net-worth individuals to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements in previous roles. Whether it’s successful projects or innovative solutions you've implemented, we want to see how you’ve made an impact!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands quickly. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Fletcher George Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and practices, especially around inheritance tax, domicile, and capital gains tax. Being able to discuss these topics confidently will show that you're not just a compliance expert but also ready for advisory work.
✨Showcase Your Advisory Experience
Prepare examples of your past advisory projects, particularly those involving high-net-worth individuals. Discuss how you approached complex situations and what solutions you provided. This will demonstrate your capability to handle the diverse portfolio they'll expect you to manage.
✨Build Rapport with the Interviewers
Since this role involves managing relationships with clients, practice building rapport during your interview. Be personable, ask questions about their experiences, and show genuine interest in their firm’s culture and values. This will help you stand out as a team-oriented candidate.
✨Prepare Questions About Team Development
As the role involves supporting junior staff, think of insightful questions about their approach to team growth and development. This shows that you’re not only focused on your own success but also care about contributing to the team's overall progress.
