Private Client Tax Manager
Posted 4 hours 12 minutes ago by Fletcher George Recruitment Ltd
Private Client Tax Manager
Leatherhead, Surrey £75,000 - £85,000 + Hybrid Working & Benefits
A Private Client Tax Manager opportunity within a well-established independent firm in Leatherhead, known for its high-calibre client base and the quality of its private client relationships.
This is a senior role within a well-established Private Client team advising high-net-worth individuals, entrepreneurs and family offices across Surrey and London.
Many of the Private Client professionals we speak with are looking for exposure to high-calibre work and the opportunity to build trusted, long-term client relationships. This role certainly offers that level of involvement, combining complex compliance with meaningful advisory work.
The Role
As Private Client Tax Manager, you will take ownership of a portfolio while contributing to the continued development of the firm's Private Client offering.
You will be responsible for:
- Managing a portfolio of HNW and UHNW individuals, trusts and partnerships
- Delivering high-quality compliance alongside complex advisory work
- Advising on tax planning matters including IHT, CGT, residence and domicile
- Building and developing long-term client relationships
- Identifying opportunities to add value across your client base
- Working closely with Partners on complex client matters
- Supporting and developing junior team members
- Contributing to a collaborative and knowledge-sharing culture
About You
- CTA, ACA, STEP or ATT qualified
- Strong background in Private Client Tax within a UK accountancy practice
- Currently operating at Manager level or ready to step up
- Technically strong with experience across complex personal tax matters
- Commercially aware and confident in client-facing situations
- Motivated to take ownership and contribute within a team
Why This Role Stands Out
This firm has built its reputation on the quality of its client relationships and the complexity of its work.
As a very successful independent practice, the focus remains on providing thoughtful, high-level advice rather than volume-driven delivery. You will have the autonomy to manage your portfolio, contribute to client strategy and work closely with decision-makers across the business.
For an experienced Private Client Tax professional, this represents an opportunity to step into a role where your input is valued and your progression is genuinely supported.
What's on Offer
- £75,000 - £85,000 depending on experience
- Hybrid working and flexible hours
- Modern offices in Leatherhead with parking
- Supportive and collaborative working environment
- Clear progression pathway within the firm
- Exposure to high-quality, complex client work
Interested?
If you are considering your next move in Private Client Tax or 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 acting as an Employment Agency.
We welcome referrals and offer up to £500 in vouchers for successful introductions.