Private Client Tax Manager

Fletcher George Financial Recruitment
Epsom
GBP 150,000 - 173,000
Job description

Role Overview: The client is keen to recruit a Private Client Tax Partner to expand their offerings in new markets across the firm. This is a significant opportunity for an experienced Private Client specialist to drive forward the office.

Key Responsibilities:

  1. Manage a portfolio of clients, including UK Residents and Non-Domiciles, advising on tax-related issues such as Inheritance Tax planning, CGT, Trusts, and Estates.
  2. Lead and grow the Tax offering, focusing on winning new clients and ensuring a cohesive service.
  3. Engage in compliance and extensive advisory work.
  4. Work autonomously in an open and inclusive environment, with the role developed around your expertise.

Qualifications:

ACA, ICAS, and CTA Qualified advisor – or equivalent qualifications.

Ideal Candidate:

  1. An experienced Partner looking for a dynamic environment or an individual ready to take their first step to this level.
  2. Someone who enjoys autonomy and managing their own client portfolio.
  3. A professional who thrives in winning new clients and onboarding them effectively.
  4. A team player who values an inclusive and adaptable working environment.

Salary: Starting around £150,000 and upwards (subject to experience)

Benefits:

  1. Life assurance
  2. Optical care
  3. Private medical insurance
  4. HealthCare and Dental insurance
  5. Hybrid and flexible working options
  6. Part-time options considered

Next Steps: Please apply for this Private Client Tax Partner role, and we will aim to reply to all suitable applicants within 48 hours.

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