Private Client Tax Senior – Hybrid, CTA Study Support

Fletcher George Financial Recruitment; Guildford; On-site; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

CTA study support

CPD courses

Job summary

Fletcher George is recruiting a Personal Tax Senior / Private Client Tax Senior for a well-established and growing firm of Chartered Accountants in Guildford.

This role involves managing private client portfolios, including high-net-worth clients, and working with Managers and Partners on complex tax matters. CTA study support is available, and hybrid working is offered to suit development plans.

Qualifications

• Experience in UK accountancy practice.
• Ability to manage a portfolio and meet deadlines.

Responsibilities

• Managing a varied portfolio of private clients including high-net-worth individuals, entrepreneurs, business owners, directors, trusts and partnerships.
• Preparing Self Assessment tax returns and reviewing work by more junior colleagues where appropriate.
• Managing personal tax compliance deadlines across your portfolio.
• Building strong client relationships and responding to 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.
• Identifying matters which may require further tax advice and developing advisory experience alongside compliance responsibilities.
• Supporting junior colleagues and contributing to the wider private client tax team.

Education

ATT

CTA study (in progress)

Job description

Fletcher George is recruiting a Personal Tax Senior / Private Client Tax Senior for a well-established and growing firm of Chartered Accountants in Guildford.

This role involves managing private client portfolios, including high-net-worth clients, and working with Managers and Partners on complex tax matters. CTA study support is available, and hybrid working is offered to suit development plans.