Private Client Tax Senior

Fletcher George Financial Recruitment; Guildford; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player in the financial recruitment sector is seeking a Private Client Tax Senior to join their dynamic team in Guildford. This role offers the opportunity to manage a diverse portfolio of individual clients, transitioning from tax compliance to advisory responsibilities. With full study support for CTA qualifications and a competitive salary, you will thrive in a flexible, hybrid working environment. If you are passionate about personal tax and eager to advance your career, this is the perfect opportunity for you to make a significant impact in the field.

Benefits

Full study support for CTA qualifications

Car parking

Flexible hours

Qualifications

• Experience in managing personal tax clients and compliance.
• Ability to support tax advisory projects and provide guidance.

Responsibilities

• Manage a diverse portfolio of personal tax clients.
• Prepare and review personal tax returns and provide guidance.

Skills

Private Client Tax

Tax Compliance

Tax Advisory

Client Relationship Management

Education

CTA qualifications

ATT qualifications

Job description

Private Client Tax Senior Opportunity – Surrey Locations: Guildford, Godalming, Leatherhead, Woking

Are you an experienced Private Client Tax professional looking to take the next steps in your career or perhaps you are in a Mixed Accounting and Tax role and wish to specialise in Tax? We’re excited to announce a fantastic opportunity for a Private Client Tax Senior to join our client - a firm in the Guildford area.

In this role, you’ll manage a diverse portfolio of individual clients, tax compliance moving to take on advisory responsibilities.

Whether you’re in Practice in a mixed accounting and tax role or a pure Tax role, we’d love to connect with you!

What the client can offer:

• Full study support for CTA qualifications or to complete ATT if needed
• Competitive salary and benefits package to include car parking
• Flexible hours and a hybrid working model

Key Responsibilities:

• Managing a portfolio of personal tax clients
• Preparing and reviewing personal tax returns
• Supporting tax advisory projects and initiatives
• Providing technical guidance to the more junior team members
• Building strong relationships with clients

Next Steps: If you’re ready to take your career in personal tax to the next level, apply here for this Private Client Tax Senior Role.