Private Client Tax Supervisor - Hybrid & CTA/STEP Study

Fletcher George Recruitment Ltd; Guildford; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Fletcher George Financial Recruitment in Guildford is seeking a Private Client Tax Supervisor to lead a portfolio of private client tax matters in a hybrid-working environment. You will manage Self Assessment taxes for High Net Worth individuals and internationally mobile professionals, acting as a key contact for broader tax questions.

Experience in private client tax is essential; cross-border tax exposure is beneficial.

Qualifications

• Experience delivering private client tax compliance for a portfolio of high net worth individuals.
• Exposure to cross-border tax would be advantageous.

Responsibilities

• Prepare and review Self Assessment Tax Returns and related private client tax compliance work.
• Assist clients with international moves and UK tax considerations.
• Handle complex private client tax matters with Managers and Partners.
• Identify opportunities for additional tax planning or specialist advice.
• Liaise with clients, HMRC, and other advisers.
• Utilise the firm's technology and digital systems to deliver efficient, responsive service.
• Support and share knowledge with junior tax team members.

Skills

Private Client Tax

Cross-border tax

Education

ATT qualified

CTA/STEP study support

Job description

Private Client Tax Supervisor | Guildford | 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 Guildford. This is a newly created role within a modern firm offering hybrid working and a genuinely interesting private client portfolio.

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. Any previous experience of cross-border tax would be very welcome although it is certainly not essential.

The 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.

This role would 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 Guildford firm.

Next steps – please apply to this Private Client Tax Supervisor role and we will aim to reply to all suitable applicants within 48 hours.

Fletcher George is an inclusive 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.