Private Client Tax Manager - Guildford - Hybrid

Clark Wood; Guildford; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Clark Wood, a leading accountancy and advisory firm, is seeking a Private Client Tax Manager to provide strategic guidance on personal tax issues. You will manage a varied portfolio, ensuring high-quality advice, compliance oversight, and team leadership. Ideal candidates will have strong qualifications and experience in private client tax within the UK, along with excellent interpersonal skills to develop long-term client relationships.

Benefits

Flexible Working Model

Career Progression

Generous holiday allowance

Enhanced pension

Private healthcare

Wellbeing support

Qualifications

• Strong experience in private client tax within a UK practice environment.
• In-depth understanding of UK personal tax legislation.
• Proven ability to lead client relationships.

Responsibilities

• Deliver high-quality tax planning advice covering various tax types.
• Act as the primary point of contact for your client portfolio.
• Mentor and support junior team members.

Skills

Interpersonal skills

Communication skills

Organisational skills

Commercial acumen

Education

CTA and/or ACA/STEP qualified

Job description

Contact:

David Elliot

Contact email:

[e-mail]

Contact phone:

07538 908463

Published:

1 day ago

Expiry date:

2025-06-30

Consultant:

David Elliot

Job Title: Private Client Tax Manager

About Us

We are a leading accountancy and advisory firm, known for delivering bespoke, high-quality tax advice to a prestigious portfolio of private clients. Our Guildford office plays a vital role in supporting high-net-worth individuals, entrepreneurs, family offices, and trustees across the South East and beyond.

As part of our strategic growth, we are looking for a Private Client Tax Manager who is passionate about building trusted relationships and delivering tailored tax planning solutions.

The Role

As a Private Client Tax Manager, you will be a key adviser to our private clients, offering strategic guidance on complex personal tax matters. You’ll manage a varied portfolio while playing a leadership role within the team.

Your Responsibilities

Tax Advisory: Deliver high-quality tax planning advice covering income tax, capital gains tax, inheritance tax, trusts, and estate planning

Client Management: Act as the primary point of contact for your portfolio, building and maintaining long-term relationships with individuals, families, and their advisers

Compliance Oversight: Review self-assessment tax returns, trust returns, and supporting computations prepared by junior staff

Risk and Technical Excellence: Ensure compliance with risk management procedures and keep abreast of UK tax legislation

Team Leadership: Mentor and support more junior team members, contributing to their development and performance

Business Development: Assist with proposals, networking, and identification of new service opportunities within your client base

About You

You are a confident, technically proficient tax professional who enjoys working closely with clients and solving complex, often sensitive tax issues.

Qualifications & Experience

CTA and/or ACA/STEP qualified (or equivalent)

Strong experience in private client tax within a UK practice environment

In-depth understanding of UK personal tax legislation, trusts, IHT, CGT, and ideally, residency and domicile rules

Proven ability to lead client relationships and manage a portfolio independently

Skills & Attributes

Excellent interpersonal and communication skills, including the ability to explain technical issues clearly to non-specialists

Strong organisational skills and attention to detail

A genuine interest in developing junior colleagues and contributing to a supportive team culture

Commercial acumen and confidence in identifying new advisory opportunities

What We Offer

Flexible Working Model – Hybrid arrangements to suit your lifestyle

Career Progression – Structured development pathways toward Senior Manager and beyond

Prestigious Client Base – Work with high-net-worth individuals, landed estates, and complex family structures

Learning & Development – Regular technical updates, mentoring, and access to internal and external CPD

Wellbeing & Benefits – Generous holiday allowance, enhanced pension, private healthcare, and wellbeing support

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

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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