Private Client Tax Manager

Private Client Tax Manager | Cobham, Surrey - CTA qualified or ATT or ACA / ACCA
£65,000 - £85,000 | Hybrid Working | Excellent Benefits

An exceptional opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded accountancy practice in Cobham. This is a career-defining role for an ambitious tax professional looking to work with an impressive portfolio of high-net-worth individuals, entrepreneurs, business owners and family groups whilst developing their advisory expertise within a supportive and collaborative environment.

The Firm

This well-established practice has built an outstanding reputation for providing first-class tax and business advisory services to entrepreneurial businesses, owner-managed companies and high-net-worth private clients across Surrey and the South East. Known for delivering a highly personalised service, the firm combines technical excellence with long-standing client relationships, many of which span several generations.

The quality of the private client work rivals that of much larger firms whilst retaining the collaborative culture and accessibility of a respected regional practice.

The Team

You will join an experienced and supportive Private Client Tax team, working closely with Partners and senior colleagues on a broad range of compliance and advisory matters. The team has developed an excellent reputation for delivering practical tax planning advice and enjoys genuine exposure to interesting, technically challenging assignments.

The Role

You will manage your own portfolio of private clients whilst supporting Partners on a wide variety of advisory projects, including:

• Managing a portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts and family groups.
• Providing bespoke personal tax planning advice tailored to clients' individual circumstances.
• Advising on Capital Gains Tax, Inheritance Tax and succession planning.
• Reviewing Self Assessment Tax Returns prepared by junior members of the team.
• Advising on trusts, estates and wealth preservation strategies.
• Liaising directly with HMRC on behalf of clients.
• Identifying tax planning opportunities and supporting clients with commercially focused advice.
• Working closely with the Accounts and Corporate Tax teams to provide a joined-up service.
• Coaching, mentoring and developing junior members of the tax team.
• Building long-term client relationships and becoming a trusted adviser.

About You

• CTA qualified or ATT or ACA / ACCA qualified with significant Private Client Tax experience.
• Currently working as a Tax Manager or an experienced Assistant Manager ready to take the next step.
• Strong technical knowledge of UK personal taxation.
• Experience managing a portfolio of private clients.
• Knowledge of Capital Gains Tax, Inheritance Tax and Trusts.
• Excellent communication and relationship-building skills.
• Commercially aware with the confidence to identify advisory opportunities.

What's in it for You?

• Salary of £65,000 - £85,000 depending on experience.
• Hybrid and flexible working.
• Excellent career progression opportunities.
• Exposure to high-quality advisory work.
• Ongoing professional development and CPD.
• Friendly, collaborative team culture.
• Modern offices with free parking.
• Excellent benefits package.

Location: Cobham, commutable from: Esher, Oxshott, Weybridge, Leatherhead, Guildford, Woking, Epsom and the surrounding Surrey areas.

Why Apply?

If you are looking to join a firm where your technical expertise will be recognised, your ideas valued and your career encouraged to develop, this is an opportunity not to be missed. You will work with an exceptional client portfolio, build trusted relationships and play a key role in the continued success of a respected Surrey practice.

Whether you are already operating at Manager level or are an ambitious Assistant Manager ready to step into your next challenge, we would be delighted to discuss this opportunity with you in complete confidence.

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.