Private Client Tax Advisory Consultant - Leatherhead

Pro-Tax; Leatherhead; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading tax advisory firm in Leatherhead is seeking a Private Client Tax Advisory Consultant to join their growing team. This role involves advising high-net-worth individuals on complex tax issues, ensuring compliance, and contributing to business success. Ideal candidates possess strong UK tax knowledge and excellent communication skills. The firm offers comprehensive support for professional development and a collaborative workplace culture.

Benefits

Comprehensive CTA study support

Flexible work-life balance

Collaborative team environment

Qualifications

• Strong technical knowledge of UK taxation with experience in private client tax practice.
• Drive to develop advisory expertise and contribute to client work.

Responsibilities

• Advise on international and cross-border tax planning.
• Assist clients in business succession and inheritance tax planning.
• Ensure tax compliance obligations are met to the highest standard.

Skills

Excellent interpersonal and communication skills

Collaborative mindset

Technical knowledge of UK taxation

Education

CTA qualification or working towards it

Job description

Private Client Tax Advisory Consultant

What You’ll Do:

As a Private Client Tax Consultant, you'll play a key role within this growing and highly regarded Private Client Tax Team, working with a diverse portfolio of high-net-worth individuals, families, business owners, and trustees. This is an exciting opportunity to expand your expertise in both compliance and advisory work while being supported by an experienced and approachable leadership team.

Your work will span a broad range of advisory projects, including:

• International and cross-border tax planning, helping clients navigate complex residency and domicile issues.
• Structuring property ownership, advising on the most tax-efficient ways to hold UK and overseas property.
• Business succession and inheritance tax planning, assisting clients in passing wealth to the next generation effectively.
• Trusts and estate planning, providing strategic advice to preserve and manage family wealth.
• Entrepreneurial tax advice, supporting business owners through key transactions, such as company sales, reorganisations, and exits.

Alongside your advisory responsibilities, you'll ensure your clients' tax compliance obligations are met to the highest standard, building strong relationships through clear communication, proactive service, and genuine care for their financial wellbeing.

What They’re Looking For:

• Excellent interpersonal and communication skills, with the confidence to build trusted client relationships.
• A collaborative mindset and enthusiasm for learning and problem-solving within a supportive team environment.
• Either CTA qualified or working towards your CTA qualification - with full study support, mentoring, and exam leave provided.
• Strong technical knowledge of UK taxation and prior experience within a private client tax practice.
• The drive to develop your advisory expertise and contribute to complex, rewarding client work.

Why You’ll Love Working There:

• At the heart of this firm is a supportive and people-first culture. They believe in helping team members achieve their full potential through continuous learning, professional development, and collaboration.
• You’ll be surrounded by colleagues and mentors who genuinely care about your progress and success.

They Offer:

• Comprehensive CTA study support with paid study leave and one-to-one guidance.
• A collaborative team environment where knowledge sharing is encouraged, and no question is too small.
• Regular opportunities to work closely with senior tax professionals on complex advisory assignments.
• A focus on wellbeing, flexibility, and work-life balance, ensuring you can thrive both personally and professionally.

Interested? Send your cv through to [e-mail]

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.