Private Client Senior Manager

Fletcher George Financial Recruitment; Godalming; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

An innovative recruitment agency is looking for a Private Client Tax Senior Manager to join a dynamic tax team in Guildford. This senior position involves leading personal tax advisory work for high-net-worth individuals, building client relationships, and managing complex tax planning projects. The ideal candidate will be CTA or ACA/ACCA qualified with strong leadership skills and a proven track record in private client tax roles. Exceptional benefits and opportunities for career advancement are offered, along with a flexible working environment.

Benefits

Hybrid and flexible working arrangements

Enhanced parental and family leave

Pension and life assurance

Career progression opportunities

Qualifications

• Proven experience in a senior Private Client Tax role.
• Strong technical understanding of personal tax planning for HNW clients and trusts.
• Motivated to deliver excellent service.

Responsibilities

• Lead complex personal tax advisory work for a portfolio of HNW clients.
• Manage key client relationships and oversee advisory projects.
• Mentor and develop junior colleagues.

Skills

Client relationship management

Personal tax planning

Team leadership

Education

CTA and/or ACA/ACCA qualified

Job description

Private Client Tax Senior Manager – Guildford | HNW Advisory | Leadership Role with Flexibility

Location: Guildford – modern offices with flexible hybrid working
Role Level: Senior Manager (Private Client Tax)
Package: Highly competitive salary + enhanced benefits + hybrid working

Are you an experienced Private Client Tax professional ready to take a lead advisory role within a dynamic and forward-thinking practice?

We are recruiting a Private Client Tax Senior Manager to join a growing and well-regarded tax team in Guildford. This is an exciting opportunity to work with a diverse and high-calibre portfolio of High-Net-Worth Individuals — including UK res non-doms, business owners, entrepreneurs, landed estates, and trusts — many of whom require bespoke, technically complex planning and advisory support.

As a senior leader in the team, you will manage key client relationships, oversee advisory projects, and work closely with the Tax Partners on strategy and business development. You will also mentor and develop more junior colleagues, helping to shape the future of the Private Client Tax function.

Your Impact

• Lead complex personal tax advisory work, including IHT planning, residence and domicile issues, CGT advice, and succession planning
• Act as a trusted adviser to a portfolio of HNW clients, building deep and lasting relationships
• Provide technical oversight on compliance and ensure quality across all deliverables
• Support the development and growth of the Private Client team
• Play a strategic role in shaping and expanding the service offering

About You

• CTA and/or ACA / ACCA qualified
• Proven experience in a senior Private Client Tax role, ideally within a mid-tier or Top 20 firm
• Strong technical understanding of personal tax planning for HNWs and trusts
• Commercially aware, with strong client relationship and team leadership skills
• Motivated to deliver excellent service and support the wider success of the team

What’s on Offer?

• Highly competitive salary and bonus potential
• Hybrid and flexible working arrangements
• Opportunities to progress to Director level and beyond
• Enhanced parental and family leave, pension, life assurance, and other excellent benefits
• A values-driven culture where your leadership and technical input will be genuinely valued

Next steps – please apply to this Private Client Tax Senior Manager role and we will aim to reply to all suitable applicants within 48 hours.

Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.

We are an accountancy and finance recruitment agency acting as an Employment Agency.

Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.