Private Client Tax Partner

Fletcher George Financial Recruitment; Epsom; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading finance recruitment agency seeks a Private Client Tax Partner for an exciting opportunity to expand offerings in new markets. Candidates will manage client portfolios, advise on tax issues, and thrive in an inclusive environment. Ideal for experienced professionals or those ready to take their career to the next level, with competitive compensation and benefits including hybrid working options.

Benefits

Life assurance

Optical care

Private medical insurance

HealthCare and Dental insurance

Hybrid working options

Part-time options considered

Qualifications

• Qualified advisor (ACA, ICAS, CTA or equivalent).
• Experience in managing a private client portfolio.
• Strong background in tax planning and compliance.

Responsibilities

• Manage a portfolio of clients advising on Inheritance Tax and Estates.
• Grow the Tax offering by winning new clients.
• Work independently while promoting a cohesive service.

Skills

Client Management

Tax Advisory

Autonomy

Team Player

Education

ACA

ICAS

CTA

Job description

Role Overview: The client is keen to recruit a Private Client Tax Partner to expand their offerings in new markets across the firm. This is a significant opportunity for an experienced Private Client specialist to drive forward the office.

Key Responsibilities:

• Manage a portfolio of clients, including UK Residents and Non-Domiciles, advising on tax-related issues such as Inheritance Tax planning, CGT, Trusts, and Estates.
• Lead and grow the Tax offering, focusing on winning new clients and ensuring a cohesive service.
• Engage in compliance and extensive advisory work.
• Work autonomously in an open and inclusive environment, with the role developed around your expertise.

Qualifications:

ACA, ICAS, and CTA Qualified advisor – or equivalent qualifications.

Ideal Candidate:

• An experienced Partner looking for a dynamic environment or an individual ready to take their first step to this level.
• Someone who enjoys autonomy and managing their own client portfolio.
• A professional who thrives in winning new clients and onboarding them effectively.
• A team player who values an inclusive and adaptable working environment.

Salary: Starting around £150,000 and upwards (subject to experience)

Benefits:

• Life assurance
• Optical care
• Private medical insurance
• HealthCare and Dental insurance
• Hybrid and flexible working options
• Part-time options considered

Next Steps: Please apply for this Private Client Tax Partner role, and we will aim to reply to all suitable applicants within 48 hours.

About Fletcher George Recruitment

We are an inclusive finance and accountancy recruitment agency committed to attracting a diverse pool of applicants and assisting talent to find career opportunities in which they can thrive. Based in Leatherhead, we specialise in placing senior Accounting, Tax and Audit professionals resident and wishing to work in Surrey, London and the South East. Our team have over 50 years of experience recruiting in the local area.

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.