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Tax Manager / Tax Advisor – Private Client FocussedÂ
Our client is a well-established and highly regarded leading independent accountancy and tax firm, known for its excellent Tax offering. The firm provides a comprehensive range of compliance and advisory services to High Net Worth Individuals, Non-Domiciliaries, Directors of owner-managed businesses, and larger Groups with International interests.Â
This is an exciting opportunity for a CTA-qualified Tax Manager / Tax Advisor to join a professional and supportive team. The firm prides itself on its friendly and inclusive working environment, offering excellent career progression and a genuine work-life balance with hybrid working options.Â
The Role
Reporting directly to the Tax Partners, you will manage a diverse portfolio of clients with a Private Client bias while also engaging with Corporate Clients. Your key responsibilities will include:
- Preparation of tax returns for self-assessment, partnerships, trusts, and estates
- Overseeing a growing portfolio of private clients
- Providing complex compliance work and identifying tax planning opportunities
- Assisting partners with the supervision and mentoring of team members particularly in the areas of annual compliance work and team mentoring
- Reviewing and overseeing the compliance work of the Tax team
- Developing strong client relationships, ensuring excellent service and client retention
- Onboarding new clients and contributing to business developmentÂ
About You
To be successful in this role, you will be:
- CTA qualified (essential requirement)
- Technically strong in tax compliance and advisory services
- Enjoy reviewing the work of team members and supervising active studiers
- A proactive and self-motivated professional with excellent attention to detail
- Confident in working autonomously while also being a collaborative team player
- Experienced in managing client relationships and identifying tax planning opportunities
- A current Tax Manager, Supervisor, or Advisor with expertise in Private Client and some Corporate Tax is welcomed
- Experience in all areas of Private Client work including specialisms such as Trust and Estates, Charitable Trusts, HNWIs, Non Domicileds or working with Directors of SMEs - the firm has such a great cross section of Tax work all specialisms will be valuable to them
Salary & Benefits
- Competitive salary range of £75,000 - £85,000 approximately depending on experience
- Hybrid and flexible working arrangements
- Private health insurance
- Car parking
- Flexi-time arrangements
- 25 days holiday plus bank holidays
- Performance-based bonuses and clear career progression pathways
This is a fantastic opportunity for a motivated Tax professional looking to take the next step in their career within a firm that truly values its people. If you are seeking a role where you will be recognised and rewarded for your contribution, we encourage you to apply.
Next Steps – Apply Today for this Tax Manager role if you are looking for the next step in your career, we would love to hear from you. Please apply, and we aim to respond to all suitable applicants promptly
About Fletcher George Recruitment -Â We are a specialist accountancy and finance recruitment agency, dedicated to helping talented professionals find career opportunities where they can thrive. Based in Leatherhead, we work with leading firms across Surrey, London, and the South East, placing senior professionals in Accounting, Tax, and Audit.
Referral Bonus – If you know someone perfect for this role, refer them, and if we place them successfully, you will receive up to £500 in Amazon or John Lewis vouchers. Please ensure they mention your name when registering.
