Private Client Tax Senior | Guildford, Surrey
£38,000 - £45,000 based on relevant experience and level of study | Hybrid & Flexible Working
Fletcher George is delighted to be working with one of the leading firms of Chartered Accountants in the Guildford area. This is a firm in which people are genuinely valued and encouraged to develop, with an excellent reputation, a strong private client offering and a positive approach to learning and career progression. They are now looking to welcome an experienced Private Client Tax Senior to their growing team.
This is a particularly attractive opportunity for someone who enjoys the variety and client contact and would like to work in an environment in which professional development is genuinely encouraged. The culture is mature, respectful and supportive, giving people the trust and flexibility to take ownership of their work whilst having access to the training and guidance they need to progress.
You will manage your own portfolio of private clients, including individuals, trusts and partnerships, taking responsibility for their personal tax compliance and developing strong, long-term client relationships. Alongside the day-to-day portfolio work, there will be plenty of opportunity to broaden your advisory experience as your studies progress and to work closely with experienced Managers and Partners on more complex matters.
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 Managers and Partners
- Opportunity to develop your 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 compliance deadlines are met
- Building strong relationships with clients and dealing with 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
About You
The firm is keen to meet Private Client Tax professionals with experience gained within a UK accountancy practice. You may already be ATT qualified and be the CTA professional qualification or perhaps keen to start on it.
You will have a good grounding in personal tax compliance, enjoy building relationships with clients and be comfortable managing your own workload and deadlines.
Just as importantly, you will enjoy working with private clients and be keen to continue developing both technically and professionally. The firm has an excellent culture for learning, offering0 full CTA study support, regular CPD courses, technical training and the opportunity to learn directly from experienced Managers and Partners.
Commutable from Guildford, Farnham, Godalming, Cranleigh and surrounding areas.
Next Steps – This Private Tax Senior role is ideal for a professional looking for a firm where they can enjoy greater responsibility, continue learning and build a long-term career within a genuinely supportive environment, this is an opportunity well worth exploring.
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.