Personal Tax Manager / Senior Manager

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

Job summary

A leading accountancy firm in Guildford is seeking a Personal Tax Manager to lead a diverse portfolio of clients. This full-time role involves compliance, team supervision, and tax planning. Ideal candidates should have over 5 years in personal tax and strong knowledge of UK legislation. A competitive salary and hybrid working are offered, along with career progression opportunities.

Benefits

25+ days holiday plus bank holidays

Annual bonus scheme

Ongoing CPD support

Strong career progression path

Qualifications

• 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.

Responsibilities

• Manage a portfolio of personal tax clients including HNWIs and trusts.
• Review complex tax returns prepared by junior staff.
• Provide tax planning and advisory services.

Skills

Tax planning

Client communication

Team leadership

Education

CTA and/or ATT qualified

ACA/ACCA with significant tax experience

Job description

Location: Guildford (Hybrid working available)

Salary: £55,000 – £85,000 (DOE)

Type: Full-time, Permanent

Overview

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:
• Residence and domicile issues
• Capital gains tax and IHT planning
• Pension tapering, share schemes (SEIS/EMI), and profit extraction strategies
• Trust 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)
• 25+ days holiday plus bank holidays
• Annual bonus scheme
• 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]

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