🎄 Private Client Tax Manager | Guildford, Surrey 🎄

🎄 Private 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:
📩 📧 david@clark-wood.co.uk

☎️ 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.

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