Private Client Tax Manager | Guildford, Surrey

Clark Wood - Tax Recruitment; Guildford; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy and advisory firm in Guildford seeks a Private Client Tax Manager to deliver high-quality tax planning and advisory work for high-net-worth clients. You will have the autonomy to manage a diverse portfolio and mentor junior staff within a supportive team environment. Candidates should be CTA and/or ACA / STEP qualified, possess strong experience in private client tax, and enjoy managing client relationships. This role offers hybrid working, clear progression, and a competitive salary.

Benefits

Hybrid and flexible working

Ongoing learning and development

Competitive salary

Discretionary bonus

Comprehensive benefits package

Referral bonus scheme

Qualifications

• Strong experience in private client tax within UK practice.
• Confident managing a portfolio and leading client relationships independently.
• Collaborative professional who enjoys technical work and people leadership.

Responsibilities

• Deliver high-quality tax planning and advisory work.
• Act as the primary point of contact for clients.
• Mentor and develop junior team members.

Skills

Private client tax experience

Client relationship management

Technical knowledge of personal tax

Mentoring skills

Business development capabilities

Education

CTA and/or ACA / STEP qualified

Job description

Prewtty 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, you’ll 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. You’ll 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 you’ll 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? Let’s talk.

For further information, please contact David Elliot at Clark Wood: [e-mail], 01173 291058, 07538 908463. If this role isn’t quite right, still get in touch — we’re 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—there’s 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.