Private Client Tax Manager, Guildford, Surrey 💻🏡 Hybrid / Flexible Working Available

Job Details

Private Client Tax Manager | Guildford, Surrey

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 :
View email address on taxation-jobs.co.uk

☎️ View phone number on taxation-jobs.co.uk | View phone number on taxation-jobs.co.uk
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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Company

Clark Wood is one of the UK's leading Tax recruiters. Our specialist consultants have successfully assisted a broad spectrum of clients and candidates alike within the field of Taxation; Top 10, Mid-Tier Accountancy Practices, National Law Firms, PLCs, Owner Managed Businesses, through to Multinational Fiduciary Organisations and Family Offices. We work with a wide range of clients, offering our candidates, from Newly Qualified through to Director/ Partner level, a genuine range of opportunities to progress their careers. Clients & Markets Public Practice: We work with Public Practices across the UK, ranging from the Big 4, Top 20, Leading Regional Accountancy Practices and Tax Boutiques. In-House: FTSE Listed, Family Offices, Owner Managed Business and Small to Medium Enterprises. Law Firms: Our clients range from large multinational firms through to niche boutiques.

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View phone number on taxation-jobs.co.uk