Private Client Tax Senior

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

Benefits offered by this job

Hybrid work

CTA study support

CPD courses

Flexible working

Job summary

Fletcher George Recruitment Ltd in Guildford is seeking a Private Client Tax Senior to manage a varied private client portfolio and progress advisory experience alongside ongoing CTA study support.

The role offers hybrid working, a salary of £38,000-£45,000, full CTA study support, and a supportive environment with CPD and technical training to develop your personal tax expertise.

Qualifications

• Experience in UK private client tax and personal tax compliance.
• Ability to manage a portfolio and build strong client relationships.
• Willingness to pursue CTA with employer support.

Responsibilities

• Manage a varied portfolio of private clients (individuals, trusts, partnerships).
• Prepare and review Self Assessment tax returns and meet deadlines.
• Respond to client tax queries throughout the year and maintain relationships.
• Liaise with HMRC on enquiries and assist with complex matters.
• Develop advisory experience alongside compliance responsibilities.

Skills

Private Client Tax

Personal Tax

Tax compliance

Client relationship management

Education

CTA studies in progress

ATT qualification

Job description

Private Client Tax Senior - Guildford, Surrey £38,000-£45,000
Hybrid and Flexible Working Full CTA Study Support

Are you an experienced Personal Tax or Private Client Tax professional looking for greater portfolio responsibility, full CTA study support and the opportunity to develop your advisory experience?

Fletcher George is delighted to be working with a highly regarded firm of Chartered Accountants in the Guildford area. The firm has a strong private client offering and a mature, respectful working culture in which people are trusted to take ownership of their work while receiving the training and guidance they need to progress.

As a Private Client Tax Senior, you will manage your own portfolio of private clients, including individuals, trusts and partnerships. You will take responsibility for their personal tax compliance, build strong client relationships and work closely with experienced Managers and Partners on more complex private client tax matters.

This is a particularly attractive opportunity for someone who enjoys client contact and would like to broaden their advisory experience as their technical knowledge and CTA studies progress.

What Is on Offer

• £38,000-£45,000 depending on relevant experience and level of study


• Hybrid and flexible working


• Full CTA study support


• CPD courses and ongoing technical training


• Wide-ranging benefits package


• Varied and interesting private client portfolio


• Regular exposure to experienced Managers and Partners


• Opportunity to develop your private client tax advisory experience


• Mature, respectful and supportive working culture


• Genuine opportunities for career progression

The Role

Your responsibilities will include:

• Managing a varied portfolio of private clients, including individuals, trusts and partnerships


• Preparing and reviewing Self Assessment tax returns and ensuring all compliance deadlines are met


• Building strong relationships with clients and responding to their 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


• Developing your advisory experience alongside your compliance responsibilities

About You

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

You may already be ATT qualified and studying towards CTA, or you may be keen to begin the CTA professional qualification with full study support.

You will have a good grounding in personal tax compliance, enjoy building relationships with clients and be comfortable managing your own portfolio, workload and deadlines. Just as importantly, you will be keen to continue developing both technically and professionally within a positive and supportive environment.

The Guildford office is commutable from Farnham, Godalming, Cranleigh and surrounding Surrey areas.

Next Steps

This Private Client Tax Senior role would suit someone looking for greater responsibility, continued technical development and a long-term career within a genuinely supportive firm.

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.