Private Client Tax Senior - Surrey - £40,000 - £60,000

Clark Wood - Tax Recruitment; Leatherhead; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Refer a Friend bonus

Job summary

Clark Wood is recruiting a Private Client Tax Consultant in Surrey to join a prestigious team serving high-net-worth individuals and entrepreneurs with complex UK personal tax matters.

You will manage your own client portfolio, prepare and review personal tax returns, and provide advisory services on international tax planning, domicile issues, and capital gains. You will work closely with senior colleagues to ensure HMRC deadlines are met and client expectations are exceeded.

Qualifications

• CTA qualification with recognised UK practice experience.
• Experience managing a private client portfolio and delivering advisory services.

Responsibilities

• Managing a portfolio of high-net-worth private clients.
• Preparing and reviewing personal tax returns.
• Providing tax advisory services on international tax planning, residence and domicile matters, and capital gains.
• Liaising directly with clients and acting as a trusted advisor.
• Ensuring HMRC deadlines are met.

Skills

Portfolio management

Client communication

Tax advisory

Education

CTA qualification

Job description

Private Client Tax Consultant - Surrey

The Opportunity Are you looking to join one of the UK’s most prestigious Private Client Tax teams, working with high-net-worth and ultra-high-net-worth individuals in a firm renowned for technical excellence? Our client is a leading and long-established accountancy and tax advisory firm with an outstanding reputation in the private client space. This is an excellent opportunity to join a highly respected team and gain exposure to complex advisory work with an international client base. The firm offers a collaborative and supportive environment, combined with exposure to sophisticated tax planning projects.

The Role

As a Private Client Tax Consultant, you will work closely with senior colleagues to deliver a full range of tax services to high-net-worth individuals, entrepreneurs, and international families. Key responsibilities include:

• Managing a portfolio of high-net-worth private clients
• Preparing and reviewing personal tax returns
• Providing tax advisory services on:
  • International tax planning
  • Residence and domicile matters
  • Property ownership structures
  • Business succession planning
  • Capital gains and inheritance tax planning
• Liaising directly with clients and acting as a trusted advisor
• Supporting senior team members on complex advisory projects
• Ensuring compliance with HMRC deadlines

Client Base

• Entrepreneurs
• International families
• Property investors
• Individuals in specialist and creative industries
• High-net-worth and ultra-high-net-worth individuals

Candidate Requirements

• CTA qualification
• Several years’ experience within Private Client Tax
• Experience managing your own client portfolio
• Strong technical knowledge of UK personal tax
• Excellent communication and client-facing skills
• Ability to manage deadlines and competing priorities
• A proactive and professional approach

Why Apply?

• Exposure to high-quality clients
• Significant advisory experience
• Strong technical development
• Clear career progression
• Supportive and collaborative culture
• Excellent long-term career prospects
• Successfully “Refer a Friend” or colleague to us and receive a bonus of over £500 in vouchers.

My client is committed to equality, diversity, and inclusion, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.

For further information on this role please contact David Elliot at Clark Wood

[e-mail] / DD: [phone] | Mobile: [phone]

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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