At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a respected independent firm known for exceptional client service.
- Benefits: Enjoy a competitive salary, hybrid working, and ongoing professional development.
- Other info: Great career progression opportunities in a supportive team environment.
- Why this job: Make a real impact while building trusted relationships with clients.
- Qualifications: CTA, ACA, or ACCA qualified with significant UK Private Client Tax experience.
The predicted salary is between 51750 - 63250 £ per year.
Private Client Tax Manager Woking £65,000 - £85,000Hybrid Working Excellent Benefits
Fletcher George are delighted to be working with a highly respected independent firm of Chartered Accountants who continue to enjoy an excellent reputation for delivering exceptional client service across Surrey and London.
Their Private Client Tax team advises entrepreneurs, business owners, high-net-worth individuals, family groups, trusts and estates on a broad range of compliance and advisory matters.
As the firm continues to grow, an opportunity has arisen for an experienced Private Client Tax Manager to join the team.
This is a varied role offering a combination of complex compliance work together with advisory assignments.
The portfolio can remain predominantly private client or can also evolve into a blended portfolio with corporate tax work depending on your experience and career aspirations.
This position would suit a CTA, ACA or ACCA and/ or ATT qualified Tax professional who enjoys developing trusted client relationships and providing commercially focused advice.
What is in it for you?
- Salary of £65,000 - £85,000 depending on experience.
- Hybrid and flexible working.
- Exposure to technically interesting clients.
- Genuine career progression within a successful practice.
- A supportive team environment.
- Ongoing professional development and technical training.
The Role
Working closely with the Partners and Directors, you will become a trusted adviser to an impressive portfolio of clients, taking ownership of both compliance and advisory work.
Your responsibilities will include
- Managing a portfolio of high-net-worth individuals, entrepreneurs, directors, family groups, trusts and estates.
- Reviewing complex Self Assessment Tax Returns and ensuring the highest standards of technical compliance.
- Managing Trust and Estate Tax Returns together with associated advisory work.
- Advising clients on Income Tax, Capital Gains Tax and Inheritance Tax planning.0
- Reviewing the work of junior members of the team, providing coaching, mentoring and technical support.
- Building long-term relationships with clients, becoming their trusted adviser and identifying opportunities to add value.
- Keeping up to date with UK tax legislation and contributing to the continued development of the Tax team.
For candidates who enjoy both personal and corporate taxation, there is the opportunity to manage a blended portfolio incorporating corporate tax compliance and advisory work for owner-managed businesses.
About You
You will be CTA qualified or ACA or ACCA qualified with significant UK Private Client Tax experience gained within an accountancy practice.
You will also have
- Experience managing a varied portfolio of private clients.
- Strong technical knowledge of Personal Tax, Capital Gains Tax, Inheritance Tax and Trust Taxation.
- Experience reviewing complex compliance work and delivering tax planning advice.
- The confidence to work directly with entrepreneurs, business owners and high-net-worth individuals.
- Excellent communication skills and a consultative approach to client service.
- A genuine interest in developing junior team members through coaching and mentoring.
The Opportunity
This is an outstanding opportunity to join a progressive firm where technical excellence is valued and client relationships are at the heart of everything they do.
You will enjoy exposure to interesting advisory work, genuine autonomy and a clear route for career progression.
Location
The office is conveniently located in Woking and is easily commutable from Esher, Cobham, Leatherhead, Weybridge, Guildford, Farnborough, Camberley, West Byfleet, Walton-on-Thames and the surrounding Surrey areas.
If you are an experienced Private Client Tax professional looking to join a highly regarded independent practice where your expertise will be recognised and your career can continue to develop, Fletcher George would be delighted to discuss this opportunity with you in complete confidence.
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Private Client Tax Manager in Woking 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 in Woking
✨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 Manager in Woking
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!
