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Private Client Tax Senior

TPF Recruitment

Farnham

Hybrid

GBP 30,000 - 45,000

Full time

3 days ago
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Job summary

A leading accountancy practice in Farnham is seeking a Private Client Tax Advisor. This full-time position offers an opportunity to manage diverse client portfolios, ensuring compliance while benefiting from hybrid working and continuous professional development. Ideal candidates will have strong interpersonal skills and a commitment to excellence.

Benefits

Competitive salary and benefits package
Generous holiday allowance
Flexible working hours
Wellbeing initiatives

Qualifications

  • Minimum 2 years' experience in a UK accountancy practice.
  • ATT qualified or studying towards.
  • Expertise in managing deadlines with high attention to detail.

Responsibilities

  • Manage personal tax client portfolios and ensure HMRC compliance.
  • Prepare and submit self-assessment tax returns and P11Ds.
  • Advise clients on tax liabilities and payment schedules.

Skills

Communication
Attention to detail
Proactive teamwork
Technical IT skills

Education

ATT qualified

Tools

Excel

Job description

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TPF Recruitment is proud to be partnering with a highly regarded and fast-growing Top 50 accountancy practice in their search for a Private Client Tax Advisor. This firm is known for delivering expert solutions to entrepreneurial businesses and private individuals across Central and Southern England and has earned a reputation for being both people-focused and forward-thinking.

With a culture built on values such as expertise, respect, innovation, and collaboration, this firm fosters high-performing teams and champions diversity of thought and experience. Their commitment to staff wellbeing and professional development makes them an employer of choice within the profession.

As they continue to expand, a new opportunity has arisen for a Private Client Tax Advisor to join their Farnham office. This full-time, permanent role offers hybrid working, flexible hours, and clear development pathways.

What You’ll Be Doing

Managing a portfolio of personal tax clients, ensuring compliance with HMRC and internal deadlines

Preparing and submitting self-assessment tax returns and P11Ds

Advising clients on tax liabilities and payment schedules

Handling HMRC correspondence and client queries

Supporting Partners with technical queries and business development

Mentoring junior staff and contributing to knowledge sharing across the team

Assisting with the preparation of technical reports (income tax, CGT, IHT)

Taking part in client meetings and building lasting relationships

Requirements
What We’re Looking For

Minimum of 2 years' experience in a UK accountancy practice

ATT qualified (or studying towards), with some accounts exposure preferred

Excellent communication and interpersonal skills

High attention to detail and the ability to manage deadlines

Strong Excel and general IT skills; quick to learn new systems

Professional, proactive, and a strong team player

What's on Offer

Competitive salary and benefits package

Hybrid working (3 days in-office / 2 days from home)

Flexible hours around a 10am–4pm core schedule

Exposure to a diverse client base and complex audit work

Friendly, inclusive and high-performing team culture

Generous holiday allowance, wellbeing day, and enhanced family policies

A wide range of wellbeing and reward initiatives (e.g. health cash plan, EAP, MYNDUP, employee discounts, EV scheme)

This is an outstanding opportunity for an ambitious audit professional to join a progressive firm that truly invests in its people. If you're looking for variety, flexibility, and clear career progression within a highly reputable firm, we’d love to hear from you.

Apply today to find out more, or reach out to Kourtney Luckett at – all enquiries will be handled in strict confidence by the TPF Recruitment team.

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