Private Client Tax Senior

Fletcher George Financial Recruitment; Godalming; On-site; GBP 45,000 - 70,000; Full time

Job summary

A growing accountancy practice in Guildford seeks a Private Client Tax Senior to work with high-net-worth individuals. The role involves preparing tax returns, advising on tax matters, and collaborating with a supportive team, offering competitive pay and hybrid working arrangements.

Benefits

Full study support

Enhanced benefits including pension and life assurance

Ongoing training and mentoring

Qualifications

• Personal tax experience within a UK accountancy practice.
• Strong interest in HNW and private client work, including trusts and inheritance planning.
• Confident communication skills and a professional, approachable manner.

Responsibilities

• Preparing and reviewing self-assessment tax returns for HNW individuals and families.
• Supporting advisory work including IHT planning, residence and domicile matters, CGT, and trust planning.
• Liaising directly with clients, HMRC, and legal or financial advisers.
• Supporting more junior team members and contributing to technical discussions.
• Collaborating across the wider firm to ensure clients receive a joined-up service.

Skills

Personal tax experience

Communication skills

Collaborative working style

Education

CTA and/or ACA / ACCA qualified or part-qualified

Job description

Private Client Tax Senior – Guildford | Hybrid Working | High-Quality HNW Client Base

Location: Guildford – modern offices with hybrid working
Package: Competitive salary + full study support (if applicable) + enhanced benefits

Are you a Personal Tax professional ready to work with high-net-worth individuals on more complex and rewarding tax matters?

This is an excellent opportunity to join a growing Private Client team within a modern, forward-thinking accountancy practice in Guildford. You will support a varied portfolio of HNW clients including entrepreneurs, UK res non-doms, landed estates, and trust structures - gaining exposure to both compliance and advisory work in a collaborative and inclusive environment.

Working closely with experienced Managers and Partners, you will have a clear route to develop both technically and professionally, while enjoying a strong work-life balance and hybrid working.

Your Role Will Include:

• Preparing and reviewing self-assessment tax returns for HNW individuals and families
• Supporting advisory work including IHT planning, residence and domicile matters, CGT, and trust planning
• Liaising directly with clients, HMRC, and legal or financial advisers
• Supporting more junior team members and contributing to technical discussions
• Collaborating across the wider firm to ensure clients receive a joined-up service

About You:

• CTA and/or ACA / ACCA qualified or part-qualified
• Personal tax experience within a UK accountancy practice
• A strong interest in HNW and private client work, including trusts and inheritance planning
• Confident communication skills and a professional, approachable manne
• A proactive and collaborative working style
  

What’s on Offer:

• Competitive salary and full study support (if needed)
• Hybrid working and excellent flexibility
• High-quality HNW client portfolio
• Ongoing training and mentoring to support your development
• Enhanced benefits including pension, life assurance, family leave, and more
• A friendly, supportive team culture with clear progression opportunities
  

Next steps – please apply to this Private Client Tax Senior role and we will aim to reply to all suitable applicants within 48 hours.

Fletcher George is an inclusive Surrey-based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.

We are an accountancy and finance recruitment agency acting as an Employment Agency.

Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.