Private Client Tax Senior Manager

Fletcher George Financial Recruitment

Godalming

Hybrid

GBP 65,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Competitive salary
Performance bonus
Flexible hybrid working
Comprehensive benefits package
Clear career path

Job summary

A financial recruitment agency is seeking a Private Client Tax Senior Manager in Guildford to lead advisory projects and manage a sophisticated portfolio of High-Net-Worth Individuals. The role requires a CTA/ACA/ACCA qualification and proven senior experience in Private Client Tax. Competitive salary with flexible hybrid working options and a comprehensive benefits package are offered.

Qualifications

  • Proven experience in a senior Private Client Tax role in a UK firm.
  • Genuine enthusiasm for leading and developing others.

Responsibilities

  • Lead and deliver complex advisory projects.
  • Build trusted, long-term client relationships.
  • Provide technical leadership and review compliance work.
  • Mentor and develop junior team members.
  • Collaborate with partners on business development.

Skills

Technical knowledge across personal tax planning
Strong relationship building
Mentorship
Commercial mindset

Education

CTA and/or ACA/ACCA qualification

Job description

Overview

Private Client Tax Senior Manager – Guildford | £65,000 - £75,000

Are you a Private Client Tax expert looking for your next big step — one where you can lead high-impact advisory work and influence the direction of a thriving practice?

We are looking for a Private Client Tax Senior Manager to join our growing and highly respected team in Guildford. You will take ownership of a sophisticated portfolio of High-Net-Worth Individuals, including UK res non-doms, entrepreneurs, business owners, landed estates, and trusts. Many of these clients have complex, bespoke needs — giving you the opportunity to apply your expertise in technically challenging, rewarding work.

What You’ll Do
  • Lead and deliver complex advisory projects covering IHT planning, residence and domicile, CGT, and succession planning.
  • Build trusted, long-term relationships with your clients, becoming their go-to adviser on all personal tax matters.
  • Provide technical leadership and review compliance work to ensure exceptional quality.
  • Mentor and develop talented junior team members, supporting their career growth.
  • Collaborate with Partners on business development and strategy, helping to shape the future of our Private Client offering.
What You’ll Bring
  • CTA and/or ACA/ACCA qualification (or equivalent).
  • Proven experience in a senior Private Client Tax role in a UK firm.
  • Strong technical knowledge across personal tax planning, trusts, and estates.
  • A commercial mindset and a passion for building great client relationships.
  • Genuine enthusiasm for leading, developing others, and contributing to team success.
What’s in It for You
  • Competitive salary and performance bonus that recognises your contribution.
  • Flexible hybrid working to suit your lifestyle.
  • Clear career path.
  • Comprehensive benefits package, including enhanced family leave, pension, life assurance, and more.
  • A collaborative, values-driven culture where your ideas, leadership, and technical expertise truly matter.
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 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.

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