Private Client Tax Manager

Fletcher George Financial Recruitment; Godalming; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Fletcher George Financial Recruitment is seeking a Private Client Tax Manager based in Guildford with hybrid working options. This role focuses on managing a diverse portfolio of high-net-worth clients and involves leading in advisory projects, alongside complex compliance work. A CTA or STEP qualification is essential, along with strong experience in private client tax, ensuring that the candidate can effectively manage relationships and contribute to team growth.

Benefits

Competitive salary and bonus potential

Hybrid and flexible working

Enhanced parental leave and life assurance

Qualifications

• Strong experience in private client tax, ideally within a mid-tier or boutique firm.
• Ability to oversee complex compliance work and lead on advisory projects.
• Proactive, professional, and team-oriented approach.

Responsibilities

• Managing relationships with high-net-worth individuals and families.
• Involvement in complex compliance and advisory projects on residence, domicile, inheritance tax, and trust planning.
• Reviewing complex self-assessment returns.

Skills

Tax Advisory

Compliance Management

Relationship Management

Education

CTA or STEP qualification

Job description

Private Client Tax Manager, Guildford | Hybrid & Flexible Working

Location: Guildford – modern offices with hybrid working
Role 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.