Private Client Tax Advisor

Private Client Tax Advisor
Leatherhead, Surrey | Hybrid Working | Up to £50,000 + Benefits

Private Client Tax Advisor opportunity within a highly regarded independent firm in Leatherhead, known for its high-calibre client base and long-standing relationships with high-net-worth individuals.

This is an opportunity to join a leading Private Client team, recognised for the quality of its work and the breadth of its client portfolio.

Many of the Private Client professionals we speak with are looking for exposure to high-calibre client work and the opportunity to build their expertise within a supportive team. This role offers that balance, combining structured development with increasingly complex client exposure.

The Role

You will work closely with experienced team members, supporting both compliance and advisory work across a varied private client portfolio.

Your responsibilities will include:

• Preparing UK tax returns for UK and non-UK domiciled individuals
• Managing personal tax compliance for high-net-worth individuals
• Liaising with HMRC on tax enquiries and compliance matters
• Supporting offshore administration and international tax matters
• Advising on residence and domicile considerations
• Assisting with inheritance tax and capital gains tax planning
• Supporting work relating to trusts, estates and succession planning
• Exposure to structured reliefs such as EIS and VCTs
• Assisting with tax investigations and enquiries
• Communicating with clients and third parties, including international contacts

About You

• ATT qualified, CTA part-qualified or CTA qualified
• Experience within Private Client Tax in a UK accountancy practice
• Strong grounding in personal tax compliance
• Keen to develop technical knowledge and advisory skills
• Comfortable working with a range of clients, including high-net-worth individuals
• Strong communication skills and attention to detail

Study support towards the CTA qualification is available if required.

Why This Role Stands Out

The firm has built its reputation on delivering high-quality advice and maintaining long-term client relationships.

You will be part of a collaborative team where learning and development are actively supported, and where you will gain exposure to a broad range of private client tax matters.

For an ambitious tax professional looking to build a career in Private Client Tax, this represents a strong and well-supported next step.

What’s on Offer

• Salary up to £50,000 depending on experience
• Hybrid and flexible working arrangements
• Comprehensive benefits package including health insurance
• Study support for CTA
• Supportive and experienced team environment
• Parking available

Interested?

If you are considering your next move in Private Client Tax please apply and if you would value a confidential discussion about opportunities across Surrey and the South East we would be pleased to hear from you.

Fletcher George Recruitment is an Accounting and Finance Recruitment Agency acting as an Employment Agency.

We welcome referrals – you can receive up to £500 in John Lewis or Amazon vouchers when we successfully place your recommendation.