Connected | Experienced | Relationship-Based | Honest | Professional

Private Client Tax Senior – Guildford, Surrey | HNW and International Clients

£37,000 – £42,000 + Benefits | Hybrid Working | CTA Study Support

Fletcher George is recruiting a Private Client Tax Senior for a growing Private Client Tax team within a modern and forward-thinking firm of Chartered Accountants in Guildford, Surrey.

This is an excellent opportunity for an experienced Personal Tax Senior or Private Client Tax Senior looking to develop their career working with a high-quality portfolio of High Net Worth Individuals, entrepreneurs, business owners, trusts, estates and UK and international private clients.

You will gain exposure to interesting and increasingly complex Private Client Tax work, including Self Assessment and international tax matters, whilst working closely with experienced Partners and senior members of the Tax team.

The firm offers hybrid working, study support for CTA where required, an excellent benefits package and genuine opportunities for career progression.

The Role

As a Private Client Tax Senior, your responsibilities will include:

  • Preparing and reviewing Self Assessment tax returns for High Net Worth Individuals and private clients
  • Preparing tax returns for trusts, estates and Directors of Owner Managed Businesses
  • Working with both UK resident and internationally based private clients
  • Supporting clients with a range of Personal Tax and Private Client Tax matters
  • Developing direct relationships with clients and responding to day-to-day tax queries
  • Liaising with HMRC on tax compliance and regulatory matters
  • Working closely with Partners and senior Tax professionals on more complex assignments
  • Developing your technical knowledge across HNW, international and Private Client Tax

About You

You are likely to have:

  • Experience in Personal Tax or Private Client Tax gained within a UK accountancy practice or specialist tax firm
  • ATT qualification, or be studying towards or considering the CTA qualification
  • Alternatively, you may be ACA or ACCA qualified and have chosen to specialise in Tax
  • Experience preparing Self Assessment tax returns for private clients
  • An interest in developing your knowledge of HNW and international tax matters
  • Strong communication skills and confidence liaising directly with clients

Salary & Benefits

  • £37,000 – £42,000, dependent upon relevant experience and qualifications
  • Hybrid working
  • CTA study support where required
  • Comprehensive benefits package
  • High-quality HNW and international client portfolio
  • Exposure to interesting and complex Private Client Tax work
  • Supportive and friendly Tax team
  • Excellent opportunities for technical development and career progression

Additional Information: Private Client Tax Job in Guildford

This Private Client Tax Senior opportunity would suit an experienced Personal Tax professional looking for a tax job in Guildford or Surrey which offers greater client exposure, high-quality work and the opportunity to develop within Private Client Tax.

The role is particularly suited to an ATT qualified Tax professional, CTA studier, Personal Tax Senior or Private Client Tax Senior looking to progress their career within a respected accountancy practice.

Next Steps

If you are interested in this Private Client Tax Senior job in Guildford, please apply and Fletcher George will aim to respond to all suitable applicants within 48 hours.

Fletcher George is an inclusive financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and assisting talented professionals to find career opportunities in which they can thrive.

We are an accountancy and finance recruitment agency acting as an Employment Agency.

Referrals are welcome. You can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral. Please make sure they mention you when they register. Full details of the Fletcher George referral scheme can be found on our website.

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