Personal Tax Senior

Fletcher George Financial Recruitment; Guildford; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

CTA study support

CPD courses

Job summary

Fletcher George is recruiting a Personal Tax Senior / Private Client Tax Senior for a well-established and growing firm of Chartered Accountants in Guildford.

This role involves managing private client portfolios, including high-net-worth clients, and working with Managers and Partners on complex tax matters. CTA study support is available, and hybrid working is offered to suit development plans.

Qualifications

• Experience in UK accountancy practice.
• Ability to manage a portfolio and meet deadlines.

Responsibilities

• Managing a varied portfolio of private clients including high-net-worth individuals, entrepreneurs, business owners, directors, trusts and partnerships.
• Preparing Self Assessment tax returns and reviewing work by more junior colleagues where appropriate.
• Managing personal tax compliance deadlines across your portfolio.
• Building strong client relationships and responding to tax queries throughout the year.
• Liaising with HMRC and assisting with enquiries where required.
• Working closely with Managers and Partners on more complex private client tax matters.
• Identifying matters which may require further tax advice and developing advisory experience alongside compliance responsibilities.
• Supporting junior colleagues and contributing to the wider private client tax team.

Education

ATT

CTA study (in progress)

Job description

Personal Tax Senior, Guildford, Surrey
£38,000–£45,000 | Hybrid and Flexible Working | CTA Study Support Available

Fletcher George is recruiting a Personal Tax Senior / Private Client Tax Senior for a well-established and growing firm of Chartered Accountants in Guildford.

This is an excellent opportunity to join an experienced private client tax team within a firm which combines a strong regional presence with access to wider national expertise and specialist tax support.

You will take responsibility for a varied portfolio which includes private individuals, high-net-worth clients, entrepreneurs, business owners, company directors, trusts and partnerships. Alongside managing personal tax compliance, you will work closely with experienced Managers and Partners on more complex private client tax matters and have the opportunity to develop your advisory experience.

The position could suit an established Personal Tax Senior, an ATT-qualified professional or an experienced Tax Semi-Senior ready to take on greater responsibility. CTA study support is available for someone who wishes to continue their professional studies, but CTA is not essential. The firm is equally interested in experienced tax professionals who are not currently studying.

What Is on Offer

• £38,000–£45,000, depending on relevant experience
• Hybrid and flexible working, with arrangements discussed at interview
• Full CTA study support, if this forms part of your development plans
• CPD courses and ongoing technical training
• Access to wider specialist tax expertise
• A varied and interesting private client portfolio
• Direct contact with clients, Managers and Partners
• Opportunities to develop your private client tax advisory experience
• A mature, respectful and supportive working culture
• Long-term career progression
• A wide-ranging benefits package

The Role

Your responsibilities will include:

• Managing a varied portfolio of private clients, including high-net-worth individuals, entrepreneurs, business owners, company directors, trusts and partnerships
• Preparing Self Assessment tax returns and reviewing work completed by more junior colleagues where appropriate
• Managing personal tax compliance deadlines across your portfolio
• Building strong client relationships and responding to tax queries throughout the year
• Liaising with HMRC and assisting with enquiries where required
• Working closely with Managers and Partners on more complex private client tax matters
• Identifying matters which may require further tax advice
• Developing your advisory experience alongside your compliance responsibilities
• Supporting junior colleagues and contributing to the wider private client tax team

About You

The firm is keen to meet Personal Tax or Private Client Tax professionals with experience gained within a UK accountancy practice.

You may be:

• An established Personal Tax Senior or Private Client Tax Senior
• ATT qualified and studying towards CTA
• ATT qualified with no current plans to pursue CTA
• An experienced Personal Tax Semi-Senior ready to take the next step
• An experienced tax professional who has developed their career through practical experience

You will have a good grounding in personal tax compliance and be comfortable managing your workload and deadlines. Experience of managing your own portfolio would be valuable, although applications are also welcomed from candidates ready to take on greater portfolio responsibility.

You will enjoy building relationships with clients and want to continue developing your technical knowledge within a well-resourced and supportive tax environment.

Hybrid working is available, with the specific arrangement discussed at interview to ensure it works for both the successful candidate and the team.

Location - The Guildford office is commutable from Woking, Godalming, Farnham, Aldershot, Cranleigh, Haslemere and surrounding Surrey areas.

Next Steps

This Personal Tax Senior / Private Client Tax Senior role offers the opportunity to join an established private client team, manage a varied portfolio and gain exposure to more complex tax work, with CTA support available if it forms part of your career plans.

Fletcher George is an inclusive Surrey-based financial recruiter welcoming applications from all suitably qualified candidates. The salary banding advertised by Fletcher George is provided as a guide, and consideration will be given to candidates whose experience falls outside this range.