Personal Tax Manager / Senior Manager

Clark Wood; Guildford; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

A prestigious accountancy firm in Guildford seeks a Personal Tax Manager to lead a portfolio of personal tax clients. The ideal candidate will manage complex tax planning, mentor junior staff, and build strong client relationships. This full-time role offers a competitive salary of £55,000 – £85,000 and a hybrid working arrangement, fostering career growth within a supportive environment.

Benefits

Competitive salary package

Ongoing CPD

Career progression opportunities

Qualifications

• 5+ years of experience in personal tax, ideally within a UK accountancy firm.
• Strong technical knowledge of UK personal tax legislation.

Responsibilities

• Manage a portfolio of personal tax clients including HNWIs.
• Review complex tax returns and provide technical guidance.
• Provide tax planning and advisory services.

Skills

Personal tax knowledge

Interpersonal skills

Team leadership

Client communication

Education

CTA and/or ATT qualified or ACA/ACCA

Job description

Location: Guildford (Hybrid working available)

Type: Full-time, Permanent

About the Firm

We are a well-established and forward-thinking accountancy and advisory firm with a strong presence in Guildford and Surrey. Our client portfolio ranges from high-net-worth individuals and entrepreneurs to international clients and family-run businesses. We pride ourselves on building long-term, trusted relationships and delivering a blend of compliance and bespoke advisory services that add real value.

Our culture is collaborative, down-to-earth, and supportive. We’re proud to offer an environment where individuals can thrive professionally while maintaining a healthy work-life balance. With continued growth across our private client and owner-managed business teams, we’re now looking to expand our personal tax leadership.

The Role

We are seeking a Personal Tax Manager to lead and develop a diverse portfolio of personal tax clients. This is a key role within our private client team and offers a blend of compliance review, team supervision, and advisory work. You’ll have the autonomy to shape client relationships, drive efficiencies, and contribute to business development.

This position is ideal for a technically strong tax professional who enjoys mentoring others, engaging with clients, and getting involved in complex tax planning projects.

Key Responsibilities

•Manage a portfolio of personal tax clients, including HNWIs, business owners, sole traders, landlords, and trusts.

•Review complex tax returns prepared by junior staff and provide technical guidance.

•Provide tax planning and advisory services, including:

oResidence and domicile issues

oCapital gains tax and IHT planning

oPension tapering, share schemes (SEIS/EMI), and profit extraction strategies

oTrust and estate matters

•Be a key point of contact for clients, building strong and lasting relationships.

•Supervise and mentor junior members of the tax team.

•Liaise with internal teams across accounts, corporate tax, and wealth management.

•Support with the training and development of junior team members.

•Contribute to process improvements and help drive team efficiency.

•Assist partners with business development and proposal preparation as needed.

What We’re Looking For

•CTA and/or ATT qualified, or ACA/ACCA with significant tax experience.

•5+ years of experience in personal tax, ideally within a UK accountancy firm.

•Strong technical knowledge of UK personal tax legislation and compliance.

•Experience in delivering tax advice to HNWIs and business owners.

•Excellent interpersonal and client communication skills.

•Confident team leader and mentor with an organised, proactive approach.

•Commercially minded with a desire to contribute to firm-wide growth.

What’s on Offer

•Competitive salary package (£55,000 – £85,000 depending on experience)

•Hybrid working model (typically 2–3 days in Guildford office)

•Ongoing CPD and support for further qualifications if needed

•Strong career progression path to Senior Manager and beyond

•Inclusive, team-oriented working culture

For further information on this role please contact David Elliot at Clark Wood – [e-mail] / DD: [phone] | Mobile: [phone]