Tax & Accounts Manager

RGH-Global Ltd; Guildford; On-site; GBP 50,000 - 70,000; Full time

Job summary

A reputable advisory firm in Guildford is seeking a Tax & Accounts Manager to join their private client division. This role blends tax compliance and advisory responsibilities, working with high-net-worth individuals. The ideal candidate will be ATT qualified with solid experience in private client tax. The firm offers opportunities for career development within a supportive team environment.

Qualifications

• Proven experience in private client tax and trust accounting.
• Excellent working knowledge of MS Excel and financial reporting tools.
• Strong organisational and time management skills.

Responsibilities

• Manage a portfolio of private clients, estates, trusts, and family businesses.
• Prepare complex trust and estate accounts along with tax computations.
• Liaise directly with clients and HMRC.

Skills

Client relationship management

Tax planning

Mentoring junior staff

Organisational skills

MS Excel proficiency

Education

ATT qualified

CTA, STEP qualifications (advantageous)

Tools

Financial reporting tools

Job description

Location: Guildford

Salary: £50,000 - £70,000 dependent on experience

We are working with a highly regarded advisory firm looking to appoint an experienced Tax & Accounts Manager to join their well-established private client division. This is a strategic hire for a growing team known for its work with high-net-worth individuals, family-owned enterprises, and international structures.

About the Role:

This role offers a blend of tax compliance, advisory and trust accounting responsibilities, supporting a diverse client base on UK and cross-border matters. The successful individual will work closely with senior leadership and play a key role in managing client relationships, mentoring junior team members, and contributing to business growth.

Key Responsibilities:

• Manage a portfolio of private clients, estates, trusts, and family businesses.
• Prepare complex trust and estate accounts, as well as related tax computations and returns.
• Provide support on tax planning, compliance, and reporting, including UK and international elements.
• Liaise directly with clients, intermediaries, and HMRC.
• Identify tax planning opportunities and support the implementation of bespoke structuring solutions.
• Oversee and review work prepared by junior staff, supporting their development and technical growth.
• Contribute to departmental objectives, including profitability, service delivery, and client satisfaction.
• Assist in maintaining high standards of compliance, ethics, and quality assurance across client work.

Candidate Profile:

• ATT qualified (or near completion), with further qualifications (CTA, STEP) seen as advantageous.
• Proven experience in private client tax and trust accounting.
• Excellent working knowledge of MS Excel and financial reporting tools.
• Strong organisational and time management skills; able to manage deadlines under pressure.
• Collaborative and commercially aware, with the ability to support and drive team performance.
• A proactive and adaptable mindset, comfortable with change and continuous improvement.

This is an excellent opportunity for a tax professional with a strong background in private client work to join a supportive, technically strong team offering genuine career development.