Private Client Tax Advisor – Top 40 Firm | Farnham | Hybrid + Flexible Working | Career Development
TPF Recruitment is proud to be partnering with a highly regarded and fast-growing Top 50 accountancy practice in their search for a Private Client Tax Advisor. This firm is known for delivering expert solutions to entrepreneurial businesses and private individuals across Central and Southern England and has earned a reputation for being both people-focused and forward-thinking.
With a culture built on values such as expertise, respect, innovation, and collaboration, this firm fosters high-performing teams and champions diversity of thought and experience. Their commitment to staff wellbeing and professional development makes them an employer of choice within the profession.
As they continue to expand, a new opportunity has arisen for a Private Client Tax Advisor to join their Farnham office. This full-time, permanent role offers hybrid working, flexible hours, and clear development pathways.
What You’ll Be Doing
1. Managing a portfolio of personal tax clients, ensuring compliance with HMRC and internal deadlines
2. Preparing and submitting self-assessment tax returns and P11Ds
3. Advising clients on tax liabilities and payment schedules
4. Handling HMRC correspondence and client queries
5. Supporting Partners with technical queries and business development
6. Mentoring junior staff and contributing to knowledge sharing across the team
7. Assisting with the preparation of technical reports (income tax, CGT, IHT)
8. Taking part in client meetings and building lasting relationships