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

Clark Wood Limited; Leatherhead; On-site; GBP 65,000 - 90,000; Full time

Job summary

Clark Wood Limited is recruiting a Private Client Tax Consultant in Surrey. You will work with high-net-worth individuals and international families, delivering a full range of tax services and advisory support.

The role involves managing client portfolios, preparing returns, and providing strategic tax planning advice in a collaborative environment. You will liaise directly with clients, support senior colleagues on complex projects, and ensure HMRC deadlines are met while maintaining high

Qualifications

• CTA qualification is required.
• 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.

Responsibilities

• Manage a portfolio of high-net-worth private clients.
• Prepare and review personal tax returns.
• Provide tax advisory services on international tax planning, residence and domicile matters, property ownership structures, business succession planning, and capital gains/inheritance tax planning.
• Liaise directly with clients and act as a trusted advisor.
• Support senior team members on complex advisory projects.
• Ensure compliance with HMRC deadlines.

Skills

Excellent communication

Client-facing skills

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 You will work with clients across a wide range of sectors, including:

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

This role offers excellent exposure to complex private client tax matters.
Candidate Requirements To be considered, you should have:

• 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? This is an outstanding opportunity to join a highly regarded private client tax team offering:

• Exposure to high-quality clients
• Significant advisory experience
• Strong technical development
• Clear career progression
• Supportive and collaborative culture
• Excellent long-term career prospects

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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