Private Client Tax Senior — Hybrid + CTA Study Support

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

Benefits offered by this job

CTA study support

Hybrid and flexible working

CPD courses and training

Job summary

Fletcher George Recruitment Ltd in Guildford, Surrey, is seeking a Personal Tax Senior to join a growing private client tax team. You will manage a diverse portfolio of private clients, prepare Self Assessment returns, and work with Managers and Partners on complex matters.

The role offers hybrid working, salary £38,000-£45,000, and CTA study support if required. Suitable for ATT-qualified professionals or those progressing to CTA, with opportunities for career progression and ongoing training.

Qualifications

• Experience in a UK accountancy practice with personal tax or private client tax work.
• Able to manage own portfolio and meet deadlines.
• Experience liaising with HMRC and advising on private client matters.

Responsibilities

• Manage a varied portfolio of private clients including high-net-worth individuals, entrepreneurs, business owners and trusts.
• Prepare Self Assessment tax returns and review work by junior colleagues.
• Manage personal tax compliance deadlines and build relationships with clients.

Skills

Personal tax experience

Portfolio management

Client relationships

Tax advisory development

Education

ATT qualification

CTA study

Job description

Fletcher George Recruitment Ltd in Guildford, Surrey, is seeking a Personal Tax Senior to join a growing private client tax team. You will manage a diverse portfolio of private clients, prepare Self Assessment returns, and work with Managers and Partners on complex matters.

The role offers hybrid working, salary £38,000-£45,000, and CTA study support if required. Suitable for ATT-qualified professionals or those progressing to CTA, with opportunities for career progression and ongoing training.