Private Client Tax Senior

Fletcher George Financial Recruitment; Greater London; Hybrid; GBP 42,000 - 45,000; Full time

Benefits offered by this job

CTA study support

Hybrid & flexible working

Structured mentoring

Job summary

Fletcher George is recruiting a Private Client Tax Senior for a South West London practice. You will manage a varied portfolio of UK private clients and develop your technical skills toward CTA with full study support.

The role offers hybrid and flexible working, structured mentoring from senior tax professionals, and clear progression within a collaborative, client-focused team.

Qualifications

• ATT or ACA qualification (nearing CTA) with intent to study CTA
• Experience in UK Private Client Tax in an accountancy practice
• Strong interest in personal taxation and related advisory work

Responsibilities

• Manage a portfolio of UK private client tax matters
• Prepare and review Self Assessment tax returns for individuals, partnerships and trusts
• Assist with Capital Gains Tax and Inheritance Tax planning

Skills

Private Client Tax

Tax compliance

Making Tax Digital

Education

ATT/ACA qualification

Job description

Private Client Tax Senior | South West London | £42,000-£45,000
Hybrid & Flexible Working | Full CTA Study Support

Are you looking to develop your career in Private Client Tax within a highly regarded accountancy practice that genuinely invests in its people?

Fletcher George is delighted to be working with a well-established multi-partner firm in South West London, renowned for providing expert tax and business advisory services to entrepreneurial businesses, owner-managed companies and high-net-worth individuals.

Due to continued growth, the firm is seeking a Private Client Tax Senior to join its successful UK Private Client team. This opportunity is ideal for an ATT or ACA qualified professional, or someone nearing qualification, who is keen to develop their technical expertise while working towards CTA with full study support.

The Firm

This respected practice has built an outstanding reputation for delivering high-quality advice to both corporate and private clients. Working alongside experienced Managers, Directors and Partners, you'll gain exposure to a varied client portfolio, interesting advisory work and clear opportunities to progress within a collaborative and supportive environment.

The Role

You’ll manage a diverse portfolio of UK private clients, with responsibilities including:

• Managing a portfolio of personal tax clients.
• Preparing and reviewing Self Assessment Tax Returns for individuals, partnerships and trusts.
• Assisting with Capital Gains Tax and Inheritance Tax planning.
• Supporting high-net-worth individuals with property portfolios, rental income taxation and related compliance.
• Advising directors of owner-managed businesses on personal tax matters, including Making Tax Digital requirements where relevant.
• Liaising with HMRC on behalf of clients.
• Supporting Managers and Partners on advisory projects.
• Identifying tax planning opportunities for clients.
• Building strong client relationships through proactive communication.
• Assisting with the development of junior team members where appropriate.

About You

You’ll ideally have:

• ATT or ACA qualification (or be nearing qualification), with the ambition to study towards CTA.
• Experience in UK Private Client Tax gained within an accountancy practice.
• A genuine interest in personal taxation.
• Exposure to property taxation and investment portfolios (advantageous).
• Knowledge of Making Tax Digital and personal tax compliance.
• Excellent communication and organisational skills.
• A proactive approach and the desire to build a long‑term career in Private Client Tax.

What’s on Offer?

• Salary circa £42,000-£45,000, depending on experience.
• Hybrid and flexible working.
• Full CTA study support.
• Structured mentoring from experienced tax professionals.
• Exposure to a varied, high-quality private client portfolio.
• Clear career progression.
• Ongoing professional development.
• Friendly and collaborative culture.
• Excellent public transport links.

Why Apply?

This is an excellent opportunity to join one of South West London’s most respected accountancy practices. You'll work with an impressive client base, broaden your technical expertise and gradually become involved in more advisory‑focused work as your experience grows.

If you're looking to take the next step in your Private Client Tax career, we'd be delighted to discuss this opportunity with you in complete confidence.

Fletcher George specialises in introducing talented professionals to leading accountancy and tax practices across London and the South East, providing honest advice, complete discretion and expert career guidance throughout the recruitment process.