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For Companies At a Glance
- Tasks: Manage personal tax clients and prepare tax returns while advising on projects.
- Company: Join Fletcher George, a diverse financial recruitment agency in Surrey.
- Benefits: Enjoy flexible hours, hybrid work, and full study support for CTA qualifications.
- Why this job: Advance your career in a supportive environment with opportunities for growth and client interaction.
- Qualifications: Experience in personal tax or mixed accounting and tax roles is essential.
- Other info: Referrals can earn you up to £500 in vouchers!
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Private Client Tax Senior Opportunity – Surrey Locations: Guildford, Godalming, Leatherhead, Woking
Are you an experienced Personal 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 Personal 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 currently 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 private client tax to the next level, learn more and apply here for this Personal Tax Role.
Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assisting talent 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, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.
Private Client Tax Senior employer: Fletcher George Recruitment Ltd
Contact Detail:
Fletcher George Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Tip Number 1
Network with professionals in the tax field, especially those who are already working in private client tax roles. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in personal tax.
✨Tip Number 2
Consider reaching out to current employees at the firm you're interested in. A casual chat can provide you with insights into the company culture and expectations, which can be invaluable during the interview process.
✨Tip Number 3
Stay updated on changes in tax legislation and compliance requirements. Being knowledgeable about recent developments will not only boost your confidence but also demonstrate your commitment to the field during discussions with potential employers.
✨Tip Number 4
Prepare for the interview by practising common questions related to personal tax scenarios. Think about how you would handle specific client situations, as this will showcase your problem-solving skills and ability to manage a diverse portfolio.
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Client Tax Senior. Familiarise yourself with tax compliance and advisory roles to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in personal tax, whether from a mixed accounting and tax role or a pure tax position. Use specific examples to demonstrate your expertise in managing client portfolios and preparing tax returns.
Showcase Your Skills: Mention any technical skills or qualifications that are relevant to the role, such as CTA or ATT qualifications. Highlight your ability to provide guidance to junior team members and build strong client relationships.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Explain why you want to specialise in private client tax and how your background makes you a great fit for their team.
How to prepare for a job interview at Fletcher George Recruitment Ltd
✨Know Your Tax Regulations
Brush up on the latest personal tax regulations and compliance requirements. Being well-versed in current laws will not only impress your interviewers but also demonstrate your commitment to the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build strong relationships and provide tailored advice, as this is crucial for a Private Client Tax Senior.
✨Demonstrate Technical Knowledge
Be ready to discuss technical aspects of tax advisory projects. Your interviewers will want to see that you can provide guidance to junior team members and handle complex tax issues confidently.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to personal tax and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
