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For Companies At a Glance
- Tasks: Manage relationships with high-net-worth clients and lead complex tax advisory projects.
- Company: Join a growing financial recruitment firm in Guildford, focused on private client services.
- Benefits: Enjoy competitive salary, hybrid working, enhanced parental leave, and structured career progression.
- Why this job: Work closely with elite clients on impactful projects in a supportive, team-oriented environment.
- Qualifications: Must have CTA and/or STEP qualifications with strong private client tax experience.
- Other info: Diverse applicants are encouraged; referral bonuses available for successful placements.
Job Description
Private Client Tax Manager, Guildford | Hybrid & Flexible Working
Location: Guildford – modern offices with hybrid workingRole Level: Tax Manager (Private Client)Salary: Competitive + 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. The full details of Fletcher George’s referral scheme is on our website.
Private Client Tax Manager 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 Manager
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Stay updated on the latest tax regulations and trends affecting high-net-worth individuals. This knowledge will not only prepare you for interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 3
Consider reaching out to current employees at the firm to learn more about their experiences. This can provide you with insider information about the company culture and expectations, which can be beneficial during the interview process.
✨Tip Number 4
Prepare to discuss specific advisory projects you've worked on in the past. Highlighting your experience with complex compliance and advisory work will show that you're well-equipped for the responsibilities of the Private Client Tax Manager role.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax, particularly any advisory roles you've held. Emphasise your qualifications like CTA or STEP and any relevant projects that showcase your ability to manage complex compliance work.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your understanding of the role. Mention specific experiences where you've successfully managed relationships with high-net-worth individuals and contributed to advisory projects.
Showcase Your Soft Skills: In your application, highlight your proactive and team-oriented approach. Provide examples of how you've supported junior staff development or contributed to team growth in previous roles, as this aligns with what the company is looking for.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Fletcher George Recruitment Ltd
✨Understand the Role
Make sure you have a solid grasp of what a Private Client Tax Manager does. Familiarise yourself with key responsibilities such as managing relationships with high-net-worth individuals and handling complex compliance and advisory projects.
✨Showcase Your Expertise
Be prepared to discuss your experience with private client tax, particularly in areas like inheritance tax, CGT, and trust planning. Highlight specific examples from your past roles that demonstrate your ability to handle complex tax issues.
✨Demonstrate Team Leadership Skills
Since the role involves supporting junior staff and contributing to team growth, be ready to share instances where you've successfully led a team or mentored others. This will show your proactive and team-oriented approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to private client tax and their expectations for the role. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.
