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.
- Other info: Referrals can earn you up to £500 in vouchers!
- 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.
The predicted salary is between 36000 - 60000 £ per year.
Private Client Tax Senior - Guildford, Surrey £38,000-£45,000
Hybrid and Flexible Working Full CTA Study Support
Are you an experienced Personal Tax or Private Client Tax professional looking for greater portfolio responsibility, full CTA study support and the opportunity to develop your advisory experience?
Fletcher George is delighted to be working with a highly regarded firm of Chartered Accountants in the Guildford area. The firm has a strong private client offering and a mature, respectful working culture in which people are trusted to take ownership of their work while receiving the training and guidance they need to progress.
As a Private Client Tax Senior, you will manage your own portfolio of private clients, including individuals, trusts and partnerships. You will take responsibility for their personal tax compliance, build strong client relationships and work closely with experienced Managers and Partners on more complex private client tax matters.
This is a particularly attractive opportunity for someone who enjoys client contact and would like to broaden their advisory experience as their technical knowledge and CTA studies progress.
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 experienced Managers and Partners
- Opportunity to develop your private client tax 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 all compliance deadlines are met
- Building strong relationships with clients and responding to 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
- Developing your advisory experience alongside your compliance responsibilities
About You
The firm is keen to meet Private Client Tax or Personal Tax professionals with experience gained within a UK accountancy practice.
You may already be ATT qualified and studying towards CTA, or you may be keen to begin the CTA professional qualification with full study support.
You will have a good grounding in personal tax compliance, enjoy building relationships with clients and be comfortable managing your own portfolio, workload and deadlines. Just as importantly, you will be keen to continue developing both technically and professionally within a positive and supportive environment.
The Guildford office is commutable from Farnham, Godalming, Cranleigh and surrounding Surrey areas.
Next Steps
This Private Client Tax Senior role would suit someone looking for greater responsibility, continued technical development and a long-term career within a genuinely supportive firm.
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.
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Private Client Tax Senior in Guildford employer: Fletcher George Recruitment Ltd
Fletcher George is an exceptional employer, offering a supportive and inclusive work culture that prioritises personal and professional growth. As a leading accountancy firm based in Surrey, we provide our Audit Supervisors with the opportunity to manage a diverse portfolio of clients while enjoying hybrid working arrangements and competitive benefits, including enhanced parental leave and life insurance. Join us to thrive in a dynamic environment where your contributions are valued and rewarded.
Contact Details:
Fletcher George Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client 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, 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 Private Client 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'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. 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!
How to prepare for a job interview at Fletcher George Recruitment Ltd
✨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.
✨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. It helps to show our commitment!
