Private Client Tax Senior Manager

Private Client Tax Senior Manager – Guildford, Surrey
£75,000 – £90,000 + Hybrid Working | Award-Winning Tax Team | UHNW Client Base

An outstanding opportunity for a CTA qualified Private Client Tax professional to join a highly regarded independent and multi-sited firm of Chartered Accountants and Tax Advisors with an award-winning and internationally recognised Private Client Tax offering.

This is a rare opportunity within the Surrey and South East market to join a firm advising an exceptional client base more commonly associated with leading London practices. The firm acts for Ultra High Net Worth (UHNW) Individuals, entrepreneurial families, international private clients, trusts, estates and associated business interests offering exposure to complex and sophisticated client work typically found within Central London.

Perhaps you are currently working within a London-based Private Client Tax team and are looking to step away from the pressures of the daily commute whilst continuing to work with a high-profile client base. The role offers the chance to maintain and further develop your exposure to complex private client matters within a balanced, collaborative and people-focused environment.

Based in Guildford, Surrey, the role is easily commutable from Woking, Godalming, Farnham, Weybridge, Leatherhead, Haslemere and surrounding areas, with excellent transport links into London and across the South East.

The firm has built an excellent reputation for the quality of its advice, long-standing client relationships and supportive culture. You will work closely with highly experienced Partners and senior professionals on UK and international private client matters.

The Role

The Private Client Tax Senior Manager role will involve a blend of compliance, advisory and relationship-led work whilst acting as a trusted adviser to a portfolio of clients.

Responsibilities will include:

• Managing a portfolio of high-net-worth and ultra high-net-worth individuals, families, trusts and estates
• Reviewing complex personal tax returns prepared by junior members of the team
• Delivering work across estate planning, inheritance tax planning, wealth structuring and residency matters
• Advising on UK and international private client tax issues
• Supporting clients with HMRC enquiries and investigations
• Working closely with Partners on complex client matters and relationship management
• Identifying opportunities to enhance clients’ tax positions
• Supporting and mentoring junior members of the Private Client Tax team

This Private Client Tax Senior Manager position offers genuine variety and the opportunity to work on intellectually engaging and technically strong assignments within a supportive and highly respected team.

This Guildford-based Private Client Tax team continues to attract high-quality UK and international clients across Surrey, London and the South East.

About You – Key Skills and Experience

• CTA qualified
• Strong Private Client Tax experience gained within a professional practice environment
• Experience advising high-net-worth and ultra high-net-worth individuals
• Exposure to trusts, estates and international private client matters would be highly advantageous
• Excellent communication and relationship management skills
• Strong technical knowledge with the ability to provide practical and commercial advice
• Organised with the ability to manage deadlines within a fast-paced environment
• Collaborative and professional approach

Why Consider This Opportunity?

• Award-winning and internationally recognised Private Client Tax offering
• Independent and highly respected multi-sited firm
• Exceptional quality client base rarely found outside London
• Exposure to complex UK and international client work
• Supportive and collaborative culture
• Hybrid and flexible working environment
• Strong long-term career progression opportunities
• Opportunity to work closely with highly experienced Partners and senior tax professionals
• Salary band IRO £75,000 – £90,000 set by Fletcher George

This is an excellent opportunity for an ambitious Private Client Tax Senior Manager looking to join one of the strongest Private Client Tax offerings within the Surrey and South East market whilst avoiding many of the pressures often associated with larger London firms.

Next Steps

Apply now for this Private Client Tax Senior Manager role in Guildford and we will be in touch with suitable applicants within 48 hours.

For a confidential discussion about this opportunity or the wider Private Client Tax market, please contact Fletcher George Recruitment directly.

Fletcher George is an inclusive Surrey based 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.