Private Client Tax Supervisor

Fletcher George Financial Recruitment; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

CTA/STEP study support

Professional development opportunities

Job summary

Fletcher George Financial Recruitment is seeking a Private Client Tax Supervisor in London. Hybrid working, with a focus on managing high net worth client portfolios and complex UK tax matters.

The role offers study support towards CTA/STEP and opportunities to develop within a growing private client tax team.

Qualifications

• Experience in private client tax
• Ability to manage a portfolio of High Net Worth clients
• Strong client liaison and advisory skills
• Exposure to cross-border tax and international moves would be beneficial
• Experience with UK tax compliance and HMRC interactions

Responsibilities

• Prepare and review Self Assessment Tax Returns for private clients
• Support clients moving internationally and advise UK tax implications
• Work on complex private client matters with Managers and Partners
• Identify tax planning opportunities for clients
• Liaise directly with clients, HMRC and other advisers
• Utilise firm technology to deliver efficient, responsive service
• Share knowledge with junior tax team members

Skills

Private Client Tax

Portfolio management

Client liaison

Cross-border tax

UK tax compliance

Education

ATT qualified

CTA/STEP study

Job description

Private Client Tax Supervisor London with Hybrid Working Modern Firm | Private Client & International Tax | CTA / STEP Study Support

Due to continued growth, our client is looking for a Private Client Tax Supervisor to join their team in London. This is a newly created role within a modern firm offering hybrid working and a genuinely interesting private client portfolio. The position will suit an experienced Tax Senior ready for the next step or an established Tax Supervisor looking for more ownership, an interesting client base and the opportunity to continue developing within a growing firm.

You will manage your own portfolio of private clients, including High Net Worth Individuals and internationally mobile professionals, taking responsibility for their tax compliance while becoming a trusted point of contact for wider tax matters.

The client base includes sporting professionals and other individuals whose work takes them around the world, so there is plenty of exposure to clients moving overseas or relocating to the UK.

The Private Client Tax Supervisor Role

• Preparing and reviewing Self Assessment Tax Returns and associated private client tax compliance work
• Supporting clients with international moves and associated UK tax considerations
• Working on more complex private client tax matters alongside Managers and Partners
• Identifying opportunities where clients would benefit from additional tax planning or specialist advice
• Liaising directly with clients, HMRC and other professional advisers
• Using the firm's latest technology and digital systems to work efficiently and provide a responsive service to clients
• Supporting and sharing knowledge with more junior members of the tax team where appropriate

The Firm

This is a modern and inclusive firm which has invested in technology and new ways of working, giving its people more time to focus on clients and the more interesting aspects of their work.

Hybrid working is available and the firm is keen to support continued professional development. Study support can be provided towards CTA and STEP and there is plenty of scope to broaden your technical experience as your career develops.

About You

You will already have good Private Client Tax experience and be comfortable managing your own portfolio and dealing directly with clients. You may be ATT qualified, qualified by experience or looking to continue your studies towards CTA or STEP.

Experience with High Net Worth Individuals or internationally mobile clients would be useful. Exposure to cross-border tax would be a real advantage although the firm is equally happy to consider someone who is keen to develop in this area.

The salary range of £40,000 - £60,000 has been set by Fletcher George and will depend on relevant experience and professional qualifications.

We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.