Private Client Tax Specialist

Fletcher George; Fetcham; On-site; GBP 100,000; Full time

Job summary

A leading firm is seeking a Private Client Tax Specialist. This role involves advising high-net-worth clients on complex UK and cross-border tax matters and offers significant growth potential within a supportive team. Candidates should have a CTA qualification and experience in a relevant firm focusing on bespoke tax solutions.

Benefits

Excellent Benefits

Referral scheme with up to £500 in vouchers

Qualifications

• Experience in private client tax advisory within an Accountancy and Tax practice or Family Office.
• Understanding of UK tax legislation.
• Experience with high-net-worth individuals.

Responsibilities

• Deliver bespoke tax advice across a broad range of matters.
• Advise on UK and Offshore tax structuring.
• Manage complex HMRC enquiries.

Skills

Commercial awareness

Advisory expertise

Solutions-focused

Education

CTA qualification

Solid academic background

Job description

Private Client Tax Specialist CTA Qualified
Surrey Circa £100,000 + Excellent Benefits

A newly created opportunity for a CTA Qualified Private Client Tax Specialist to take on a senior position within a highly regarded firm. This is a chance to step into a role designed to support continued growth in private client advisory services, offering a professionally rewarding environment where your expertise will be recognised and trusted.

Ideal for a specialist with a number of years of relevant post-qualification experience, this role will see you advising high-net-worth individuals, family offices, trustees, and directors of owner-managed businesses including those with international concerns on complex UK and cross-border tax matters.

Your role

You will be responsible for delivering bespoke tax advice across a broad range of matters, including:

• UK and Offshore tax structuring
• Residence and domicile planning
• Trust and estate structuring
• Property taxation
• Corporate and Group restructuring
• Complex HMRC enquiries
• Cross-border and international tax issues

While this is primarily a private client role, there will also be involvement in corporate tax planning where high-net-worth individuals have significant business interests. This may include advising on company reorganisations, shareholder structuring and tax-efficient profit extraction strategies.

What you will offer
We are seeking a commercially aware, solutions-focused individual with advisory expertise in private client taxation. You will have:

• CTA qualification
• A solid academic background
• Demonstrable experience in private client tax advisory gained within an Accountancy and Tax practice or Family Office
• Comprehensive understanding of the legal concepts which underpin UK tax legislation

The client base
You will work directly with a high-quality client base of HNW and UHNW individuals, family offices and business owners, often dealing with highly technical and complex matters.

The opportunity
This is a newly created role which has plenty of head room for future growth which will demonstrate the firm s continued growth and demand for specialist advisory services to their client base. You will take on a position of influence within the firm and have a defined scope to shape your own development including an opportunity to win new business and network across the service lines.

The firm offers a collegiate and inclusive culture with long-term progression for the right person and level of relevant expertise.

Next steps please apply to this Private Client Tax Specialist 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.