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Private Client Tax Manager

Fletcher George Recruitment Ltd
Posted 16 days ago, valid for 25 days
Location

Cobham, Surrey KT113QJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The Private Client Tax Manager position in Leatherhead, Surrey offers a salary range of £75,000 – £85,000 plus hybrid working and excellent benefits.
  • Candidates should be qualified CTA, ACA, STEP, or ATT professionals with a strong background in Private Client Tax and at least 3-5 years of relevant experience.
  • This role involves managing a portfolio of high-net-worth individuals, delivering tax compliance and advisory services, and identifying tax planning opportunities.
  • The firm emphasizes a supportive culture with opportunities for career development and collaboration with senior stakeholders.
  • Interested applicants are encouraged to apply, and suitable candidates will receive a response within 48 hours.

Private Client Tax Manager, Leatherhead, Surrey £75,000 – £85,000 + Hybrid Working & Excellent Benefits

Are you an experienced Private Client Tax professional looking to take the next step in your career? This is a fantastic opportunity to join a highly regarded independent firm of Chartered Accountants and Tax Advisors based in Leatherhead.

With a strong presence across Surrey and London, this firm has a loyal client base of high-net-worth individuals, entrepreneurs, and family offices. As Private Client Tax Manager, you’ll step into a key leadership role with the autonomy to shape your portfolio, deliver exceptional client service, and play a pivotal role in the continued growth of the private client tax offering.

As a Private Client Tax Manager, you will:

  • Manage your own portfolio of HNW and UHNW individuals, trusts, and partnerships
  • Deliver high-quality tax compliance and complex advisory services
  • Identify and advise on tax planning opportunities, including IHT, CGT, residence and domicile
  • Onboard and develop new client relationships as the firm continues to grow
  • Collaborate closely with Partners and other senior stakeholders in the business
  • Support junior team members and contribute to a supportive and knowledge-sharing culture

About You

  • A qualified CTA / ACA / STEP / ATT with a strong background in Private Client Tax
  • Currently operating as a Tax Manager or Supervisor and ready for a new challenge
  • Commercially aware, technically strong, and confident in building long-term relationships with clients
  • Experienced in working with a range of HNW individuals and complex personal tax matters
  • Proactive, self-motivated, and keen to join a firm that offers genuine progression opportunities

What’s On Offer?

  • £75,000 – £85,000 salary depending on experience
  • Hybrid working and flexible hours to suit your work/life balance
  • Supportive and collaborative culture – no micromanagement
  • Modern offices in Leatherhead with parking
  • Excellent scope for career development – a clear pathway within the firm
  • A well-established and growing tax team that values your input and expertise

Ready for your next career move?

Apply now for this Private Client Tax Manager opportunity and we will respond to all suitable applicants within 48 hours.

Fletcher George is a Leatherhead-based accountancy and finance recruitment agency, acting as an employment agency. We welcome applications from all suitably qualified individuals and are committed to inclusive and equitable hiring practices.

Know someone perfect for this role? We offer up to £500 in vouchers when we place a referral – visit our website for more details.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.