Private Client Tax Senior - Surrey - £40,000 - £60,000

Private Client Tax Consultant - Surrey

The Opportunity Are you looking to join one of the UK’s most prestigious Private Client Tax teams, working with high-net-worth and ultra-high-net-worth individuals in a firm renowned for technical excellence?

Our client is a leading and long-established accountancy and tax advisory firm with an outstanding reputation in the private client space. This is an excellent opportunity to join a highly respected team and gain exposure to complex advisory work with an international client base.

The firm offers a collaborative and supportive environment, combined with exposure to sophisticated tax planning projects.
The Role As a Private Client Tax Consultant, you will work closely with senior colleagues to deliver a full range of tax services to high-net-worth individuals, entrepreneurs, and international families.
Key responsibilities include:

Managing a portfolio of high-net-worth private clients
Preparing and reviewing personal tax returns
Providing tax advisory services on:
- International tax planning
- Residence and domicile matters
- Property ownership structures
- Business succession planning
- Capital gains and inheritance tax planning
Liaising directly with clients and acting as a trusted advisor
Supporting senior team members on complex advisory projects
Ensuring compliance with HMRC deadlines

Client Base You will work with clients across a wide range of sectors, including:

Entrepreneurs
International families
Property investors
Individuals in specialist and creative industries
High-net-worth and ultra-high-net-worth individuals

This role offers excellent exposure to complex private client tax matters.
Candidate Requirements To be considered, you should have:

CTA qualification
Several years’ experience within Private Client Tax
Experience managing your own client portfolio
Strong technical knowledge of UK personal tax
Excellent communication and client-facing skills
Ability to manage deadlines and competing priorities
A proactive and professional approach

Why Apply? This is an outstanding opportunity to join a highly regarded private client tax team offering:

Exposure to high-quality clients
Significant advisory experience
Strong technical development
Clear career progression
Supportive and collaborative culture
Excellent long-term career prospects

Next Steps If you are a Private Client Tax professional seeking a role with greater client exposure and advisory opportunities, please apply to discuss further.

My client is committed to equality, diversity, and inclusion, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.

For further information on this role please contact David Elliot at Clark Wood
– david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

#CWDE
If this specific vacancy is not quite what you are looking for, please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Successfully “Refer a Friend” or colleague to us and receive a bonus of over £500 in vouchers.