At a Glance
- Tasks: Manage a diverse portfolio of private clients and handle personal tax compliance.
- Company: Join a well-established firm of Chartered Accountants in Guildford.
- Benefits: Enjoy hybrid working, competitive salary, and full CTA study support.
- Other info: Supportive culture with excellent career progression opportunities.
- Why this job: Gain exposure to complex tax matters and develop your advisory skills.
- Qualifications: Experience in personal tax compliance; ATT qualification preferred but not essential.
The predicted salary is between 56250 - 68750 £ per year.
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 is an excellent opportunity to join an experienced private client tax team within a firm which combines a strong regional presence with access to wider national expertise and specialist tax support.
You will take responsibility for a varied portfolio which includes private individuals, high-net-worth clients, entrepreneurs, business owners, company directors, trusts and partnerships. Alongside managing personal tax compliance, you will work closely with experienced Managers and Partners on more complex private client tax matters and have the opportunity to develop your advisory experience.
The position could suit an established Personal Tax Senior, an ATT-qualified professional or an experienced Tax Semi-Senior ready to take on greater responsibility. CTA study support is available for someone who wishes to continue their professional studies, but CTA is not essential. The firm is equally interested in experienced tax professionals who are not currently studying.
What Is on Offer
- £38,000–£45,000, depending on relevant experience
- Hybrid and flexible working, with arrangements discussed at interview
- Full CTA study support, if this forms part of your development plans
- CPD courses and ongoing technical training
- Access to wider specialist tax expertise
- A varied and interesting private client portfolio
- Direct contact with clients, Managers and Partners
- Opportunities to develop your private client tax advisory experience
- A mature, respectful and supportive working culture
- Long-term career progression
- A wide-ranging benefits package
The Role
Your responsibilities will include:
- Managing a varied portfolio of private clients, including high-net-worth individuals, entrepreneurs, business owners, company directors, trusts and partnerships
- Preparing Self Assessment tax returns and reviewing work completed 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
- Developing your advisory experience alongside your compliance responsibilities
- Supporting junior colleagues and contributing to the wider private client tax team
About You
The firm is keen to meet Personal Tax or Private Client Tax professionals with experience gained within a UK accountancy practice. You may be:
- An established Personal Tax Senior or Private Client Tax Senior
- ATT qualified and studying towards CTA
- ATT qualified with no current plans to pursue CTA
- An experienced Personal Tax Semi-Senior ready to take the next step
- An experienced tax professional who has developed their career through practical experience
You will have a good grounding in personal tax compliance and be comfortable managing your workload and deadlines. Experience of managing your own portfolio would be valuable, although applications are also welcomed from candidates ready to take on greater portfolio responsibility. You will enjoy building relationships with clients and want to continue developing your technical knowledge within a well-resourced and supportive tax environment.
Hybrid working is available, with the specific arrangement discussed at interview to ensure it works for both the successful candidate and the team.
Next Steps
This Personal Tax Senior / Private Client Tax Senior role offers the opportunity to join an established private client team, manage a varied portfolio and gain exposure to more complex tax work, with CTA support available if it forms part of your career plans. Apply today or contact Fletcher George for a confidential conversation about the role.
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.
Personal Tax Senior in Guildford employer: Fletcher George Recruitment Ltd Careers
Fletcher George offers an exceptional work environment for Senior Audit Managers in Guildford, combining competitive salaries with hybrid flexible working arrangements. Our culture prioritises employee growth and development, providing opportunities to lead diverse audit teams and engage with a wide range of clients, from owner-managed businesses to larger corporates. Join us to be part of a dynamic team that values your expertise and fosters a supportive atmosphere for professional advancement.
Contact Details:
Fletcher George Recruitment Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Guildford
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Fletcher George Recruitment Ltd Careers, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Senior in Guildford
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Fletcher George Recruitment Ltd Careers's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Fletcher George Recruitment Ltd Careers. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Fletcher George Recruitment Ltd Careers!
How to prepare for a job interview at Fletcher George Recruitment Ltd Careers
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Fletcher George Recruitment Ltd Careers.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Fletcher George Recruitment Ltd Careers. It helps to show our commitment!
