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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 – Guildford | Hybrid Working | High-Quality HNW Client Base
Location: Guildford – modern offices with hybrid workingPackage: Competitive salary + full study support (if applicable) + enhanced benefits
Are you a Personal Tax professional ready to work with high-net-worth individuals on more complex and rewarding tax matters?
This is an excellent opportunity to join a growing Private Client team within a modern, forward-thinking accountancy practice in Guildford. You will support a varied portfolio of HNW clients including entrepreneurs, UK res non-doms, landed estates, and trust structures – gaining exposure to both compliance and advisory work in a collaborative and inclusive environment.
Working closely with experienced Managers and Partners, you will have a clear route to develop both technically and professionally, while enjoying a strong work-life balance and hybrid working.
Your Role Will Include:
- Preparing and reviewing self-assessment tax returns for HNW individuals and families
- Supporting advisory work including IHT planning, residence and domicile matters, CGT, and trust planning
- Liaising directly with clients, HMRC, and legal or financial advisers
- Supporting more junior team members and contributing to technical discussions
- Collaborating across the wider firm to ensure clients receive a joined-up service
About You:
- CTA and/or ACA / ACCA qualified or part-qualified
- Personal tax experience within a UK accountancy practice
- A strong interest in HNW and private client work, including trusts and inheritance planning
- Confident communication skills and a professional, approachable manne
- A proactive and collaborative working style
What’s on Offer:
- Competitive salary and full study support (if needed)
- Hybrid working and excellent flexibility
- High-quality HNW client portfolio
- Ongoing training and mentoring to support your development
- Enhanced benefits including pension, life assurance, family leave, and more
- A friendly, supportive team culture with clear progression opportunities
Next steps – please apply to this Private Client Tax Senior role and we will aim to reply to all suitable applicants within 48 hours. 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 assist 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.
