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Private Client Tax Manager – Hybrid, £75‑85k

Fletcher George Recruitment Ltd · Leatherhead

Hybrid 🇬🇧 English
Self Assessment Tax Returns Trust and Estate Tax Returns

Job description

About the role

We are seeking an experienced Private Client Tax Manager to join a respected independent accountancy practice. You will work closely with Tax Partners, manage a portfolio of high‑net‑worth clients and contribute to both compliance and advisory projects in a supportive, collaborative environment.

Key responsibilities

  • Manage a varied portfolio of private client tax engagements.
  • Prepare and review Self Assessment, Partnership, Trust and Estate tax returns.
  • Identify tax planning opportunities while delivering technically robust compliance work.
  • Review and mentor junior team members, supporting their development.
  • Assist Tax Partners in supervising the wider tax team.
  • Develop long‑term client relationships and ensure an exceptional client experience.
  • Support new client onboarding and help grow the tax department.

Required profile

  • CTA qualified with experience in an accountancy practice.
  • Strong technical knowledge of private client tax compliance and a desire to expand advisory expertise.
  • Confident communicator who builds lasting client relationships.
  • Proactive, organised and committed to high‑quality service.
  • Experience with trusts, estates, charitable trusts, non‑domiciliaries or owner‑managed businesses is highly valued.

Required skills

  • CTA qualification
  • Self Assessment Tax Returns
  • Partnership Tax Returns
  • Trust and Estate Tax Returns

What we offer

  • Hybrid working model
  • Competitive salary £75,000‑£85,000 per year
  • Excellent benefits package
  • Clear career progression within a specialist tax practice

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Published 2 months ago

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Fletcher George Recruitment Ltd

Leatherhead