Private Client Tax Assistant Manager - Godalming

Key Responsibilities

• Managing a Private Client portfolio, consisting of a mix of clients with varied sources of income e.g., earned and investment income.
• Responsible for mentoring junior team members including reviewing their work.
• Primary point of contact for clients.
• Dealing with partnerships and high net worth individuals.
• Dealing with a wide range of capital gains tax issues.
• Delivery of technical advisory work on the portfolio.
• Dealing with one off advisory and compliance assignments.
• Assisting at client meetings.
• Proposing and raising client bills and regularly reviewing WIP.

Skills, Knowledge and Expertise

• ATT and/or CTA qualified, with strong technical expertise across UK personal and private client taxation.
• Solid experience in Self‑Assessment, tax computations, report writing and ad hoc advisory work.
• Advising on complex matters including incorporations, EIS/VCT/SEIS investments, IHT planning and trusts.
• Good working knowledge of international tax principles, UK residence and domicile, and double tax relief.
• Experience handling HMRC enquiries, including settlements and penalty negotiations.
• Proven ability to advise a broad private client base including HNWIs, non‑UK domiciled and non‑resident clients, owner‑managed businesses and property owners.
• Commercial mindset with experience agreeing fees, spotting opportunities and contributing to business development.
• Strong delivery, people management and communication skills, with the ability to manage multiple matters and support junior team members.
  
  

Benefits