Private Client Tax Specialist

1 month ago


Farnham, Surrey, United Kingdom CMA Recruitment Group Full time
About Our Partner Firm

Our partner firm is a well-established 2-office practice in West Berkshire that requires an additional team member due to increased workload.

The firm values its strong relationships with clients, providing exceptional customer service to high-net-worth individuals and their businesses.

As a key member of the team, you will spend most of your time working from home, but will occasionally need to attend the office or travel to the Cambridge office for meetings.

Key Responsibilities
  • Collaborate with HNWI and their business on tax planning and compliance tasks:
    • Holds ACCA/ACA qualifications
    • Has experience dealing with HNWI
  • Salary Range: £45,000-£60,000 per year
  • Will gain exposure to diverse private client work.
What We're Looking For
  • Able to work effectively from home
  • ACCA/ACA qualified
  • Confident when interacting with HNWI
Benefits Package
  • A comprehensive package including flexible working arrangements and career progression opportunities.


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