Private Client Tax Manager

Fletcher George Recruitment Ltd; Woking; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid and flexible working

Exposure to interesting clients

Career progression

Supportive team environment

Ongoing professional development and培训

Job summary

Fletcher George Recruitment Ltd is seeking a Private Client Tax Manager for their Woking team. The role offers hybrid working and a challenging mix of compliance and advisory work for high-net-worth clients, with opportunities to expand into blended corporate tax work depending on experience.

Candidates should be CTA, ACA or ACCA qualified with substantial UK Private Client Tax experience in an accountancy practice. Excellent client communication and mentoring abilities are essential.

Qualifications

• CTA/ACA/ACCA qualified with significant UK Private Client Tax experience.
• Experience managing a varied portfolio of private clients.
• Strong knowledge of Personal Tax, CGT, IHT and Trust Taxation.
• Experience reviewing complex compliance work and delivering tax planning advice.
• Excellent communication and client advisory skills.

Responsibilities

• Managing a portfolio of high-net-worth individuals, entrepreneurs, directors, family groups, trusts and estates.
• Reviewing Self Assessment Tax Returns and ensuring technical compliance.
• Managing Trust and Estate Tax Returns together with advisory work.
• Advising clients on Income Tax, Capital Gains Tax and Inheritance Tax planning.
• Reviewing the work of junior team members, coaching and mentoring.
• Building long-term relationships with clients and identifying opportunities to add value.
• Keeping up to date with UK tax legislation and contributing to the Tax team’s development.

Skills

Client relationships

Communication skills

Tax advisory

Mentoring

Education

CTA qualification

ACA/ACCA qualification

ATT qualification

Job description

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.