Private Client Tax Senior

Company: Fletcher George Recruitment Ltd
Apply for the Private Client Tax Senior
Location: Tongham
Job Description:

Private Client Tax Senior – Guildford

Hybrid working. High‑quality HNW client base. Modern offices with competitive salary, full study support (if applicable), and enhanced benefits.

Responsibilities

  • 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

Qualifications

  • 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 manner
  • A proactive and collaborative working style

Benefits

  • 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

EEO Statement

We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.

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Posted: June 14th, 2026