Private Client Tax Manager Guildford, Surrey
Hybrid / Flexible Working Available
? Start 2026 with a role that offers prestige, progression, and genuine advisory work ?
As we move into 2026, many experienced private client tax professionals are looking for more than just another portfolio they want interesting clients, high-quality advisory work, and a firm that genuinely invests in its people.
This is a fantastic opportunity to join a leading accountancy and advisory firm in Guildford, working with a prestigious private client base across the South East and beyond.
The role:
As a Private Client Tax Manager, youll act as a trusted adviser to high-net-worth individuals, families, entrepreneurs, trustees, and family offices. This is a relationship-led, advisory-focused role with real autonomy and influence.
Youll manage a varied portfolio while playing a key role in mentoring junior staff and contributing to the wider growth of the private client team.
What youll be doing:
- Delivering high-quality tax planning and advisory work across income tax, CGT, IHT, trusts, and estate planning
- Acting as the primary point of contact for your clients, building long-term, trusted relationships
- Reviewing self-assessment and trust tax returns, ensuring technical accuracy and quality
- Staying ahead of UK tax legislation and ensuring best-practice risk management
- Mentoring and developing junior team members in a supportive environment
- Assisting with business development, proposals, and identifying advisory opportunities within your client base
Who this suits:
- CTA and/or ACA / STEP qualified (or equivalent)
- Strong experience in private client tax within UK practice
- Solid technical knowledge of personal tax, trusts, IHT, CGT, and ideally residency and domicile
- Confident managing a portfolio and leading client relationships independently
- A collaborative professional who enjoys both technical work and people leadership
Why this role stands out:
- Hybrid & flexible working to suit your lifestyle
- Clear progression toward Senior Manager and beyond
- Prestigious and complex client base no vanilla work
- Ongoing learning, development, and technical exposure
- Strong focus on wellbeing, balance, and long-term career satisfaction
- Competitive salary, discretionary bonus, and a comprehensive benefits package
? Make 2026 the year your private client career really levels up.
Interested or open to a confidential conversation?Lets talk.
For further information, please contact David Elliot at Clark Wood:
If this role isnt quite right, still get in touch were recruiting across the tax market and would be happy to discuss alternative opportunities.
Referral bonus: Refer a friend or colleague and receive a minimum of £500 in vouchers if we assist them in securing a permanent role.
? Make your next move a rewarding one theres no better time than now.
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
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