Private Client Tax Manager

Fletcher George Financial Recruitment; Cobham; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid working

Excellent benefits

Modern offices with free parking

Career progression opportunities

Job summary

Fletcher George Financial Recruitment is seeking an experienced Private Client Tax Manager in Cobham, Surrey. The role focuses on high-net-worth individuals and owner-managed businesses, offering bespoke tax planning and advisory work within a collaborative firm.

You will manage a portfolio, mentor junior staff and liaise with HMRC, while developing advisory expertise in a supportive environment. Hybrid working is offered with a competitive benefits package.

Qualifications

• CTA qualified or ATT or ACA/ ACCA with significant Private Client Tax experience.
• Current role as Tax Manager or experienced Assistant Manager ready for step up.
• Strong knowledge of UK personal taxation.
• Experience managing a portfolio of private clients.
• Knowledge of Capital Gains Tax, Inheritance Tax and Trusts.
• Excellent communication and relationship-building skills.
• Commercially aware with ability to identify advisory opportunities.

Responsibilities

• Managing a portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts and family groups.
• Providing bespoke personal tax planning advice tailored to clients' circumstances.
• Advising on Capital Gains Tax, Inheritance Tax and succession planning.
• Reviewing Self Assessment Tax Returns prepared by junior members of the team.
• Advising on trusts, estates and wealth preservation strategies.
• Liaising with HMRC on behalf of clients.
• Identifying tax planning opportunities and supporting clients with advisory work.
• Working closely with Accounts and Corporate Tax teams to provide joined-up service.
• Coaching, mentoring and developing junior members of the tax team.
• Building long-term client relationships and becoming a trusted adviser.

Skills

Private client tax experience

UK personal taxation

Client relationship skills

Education

CTA/ATT/ACA/ACCA qualification

Job description

Private Client Tax Manager | Cobham, Surrey -CTA qualified or ATT or ACA / ACCA
£65,000 - £85,000 | Hybrid Working | Excellent Benefits

An exceptional opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded accountancy practice in Cobham. This is a career-defining role for an ambitious tax professional looking to work with an impressive portfolio of high-net-worth individuals, entrepreneurs, business owners and family groups whilst developing their advisory expertise within a supportive and collaborative environment.

The Firm

This well-established practice has built an outstanding reputation for providing first-class tax and business advisory services to entrepreneurial businesses, owner-managed companies and high-net-worth private clients across Surrey and the South East. Known for delivering a highly personalised service, the firm combines technical excellence with long-standing client relationships, many of which span several generations.

The quality of the private client work rivals that of much larger firms whilst retaining the collaborative culture and accessibility of a respected regional practice.

The Team

You will join an experienced and supportive Private Client Tax team, working closely with Partners and senior colleagues on a broad range of compliance and advisory matters. The team has developed an excellent reputation for delivering practical tax planning advice and enjoys genuine exposure to interesting, technically challenging assignments.

The Role

• Managing a portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts and family groups.
• Providing bespoke personal tax planning advice tailored to clients' individual circumstances.
• Advising on Capital Gains Tax, Inheritance Tax and succession planning.
• Reviewing Self Assessment Tax Returns prepared by junior members of the team.
• Advising on trusts, estates and wealth preservation strategies.
• Liaising directly with HMRC on behalf of clients.
• Identifying tax planning opportunities and supporting clients with commercially focused advice.
• Working closely with the Accounts and Corporate Tax teams to provide a joined-up service.
• Coaching, mentoring and developing junior members of the tax team.
• Building long-term client relationships and becoming a trusted adviser.

About You

• CTA qualified or ATT or ACA / ACCA qualified with significant Private Client Tax experience.
• Currently working as a Tax Manager or an experienced Assistant Manager ready to take the next step.
• Strong technical knowledge of UK personal taxation.
• Experience managing a portfolio of private clients.
• Knowledge of Capital Gains Tax, Inheritance Tax and Trusts.
• Excellent communication and relationship-building skills.
• Commercially aware with the confidence to identify advisory opportunities.

What's in it for You?

• Salary of £65,000 - £85,000 depending on experience.
• Hybrid and flexible working.
• Excellent career progression opportunities.
• Exposure to high-quality advisory work.
• Ongoing professional development and CPD.
• Friendly, collaborative team culture.
• Modern offices with free parking.
• Excellent benefits package.

Location

Cobham, commutable from: Esher, Oxshott, Weybridge, Leatherhead, Guildford, Woking, Epsom and the surrounding Surrey areas.

Why Apply?

If you are looking to join a firm where your technical expertise will be recognised, your ideas valued and your career encouraged to develop, this is an opportunity not to be missed. You will work with an exceptional client portfolio, build trusted relationships and play a key role in the continued success of a respected Surrey practice.

Whether you are already operating at Manager level or are an ambitious Assistant Manager ready to step into your next challenge, we would be delighted to discuss this opportunity with you in complete confidence.