- Private Client Tax Manager Guildford, Surrey -

Clark Wood; Guildford; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy and advisory firm in Guildford is seeking a Private Client Tax Manager. This role involves delivering high-quality tax planning and advisory services, managing client relationships, and mentoring junior staff. Ideal candidates will possess a CTA and/or ACA qualification, have strong experience in private client tax, and enjoy a collaborative working environment. The firm offers flexible working arrangements, a prestigious client base, and opportunities for career progression.

Benefits

Hybrid & flexible working

Clear progression opportunities

Comprehensive benefits package

Discretionary bonus

Qualifications

• Qualified in tax or accounting, such as CTA, ACA, or STEP.
• Experience managing private client tax portfolios in the UK.
• Proven ability to lead and mentor team members.

Responsibilities

• Deliver high-quality tax planning and advisory work.
• Act as primary contact for clients, building long-term relationships.
• Review self-assessment and trust tax returns for accuracy.
• Stay updated on UK tax legislation and risk management.
• Mentor and develop junior team members.
• Assist with identifying advisory opportunities.

Skills

CTA and/or ACA / STEP qualified

Strong experience in private client tax within UK practice

Solid technical knowledge of personal tax

Confident managing a portfolio independently

Collaborative professional

Education

CTA or ACA, STEP qualification (or equivalent)

Job description

🎄 Private Client Tax Manager | Guildford, Surrey 🎄

Location: Guildford
Sector: Director Jobs, Tax Advisory, Tax Compliance, Personal Tax, Trusts, Private Client Tax
Contract Type: Permanent
Salary: Competitive
Contact: David Elliot – [e-mail] – [phone]
Published: 5 months ago
Expiry date: 2053-05-01
Start date: 2025-12-15

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.

🎁 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].

Telephone: [phone] | Mobile: [phone]. If this role isn’t quite right, 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.