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πŸŽ„ Private Client Tax Manager | Guildford, Surrey πŸŽ„

πŸŽ„ Private Client Tax Manager | Guildford, Surrey πŸŽ„

πŸ’»πŸ‘ 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 β€” 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:
  • πŸ’»πŸ‘ Hybrid & flexible working to suit your lifestyle
  • πŸ“ˆ Clear progression toward Senior Manager and beyond
  • πŸ‘‘ Prestigious and complex client base β€” no β€œvanilla” work
  • πŸ“š Ongoing learning, development, and technical exposure
  • ❀️ Strong focus on wellbeing, balance, and long-term career satisfaction
  • πŸ’° Competitive salary, discretionary bonus, and a comprehensive benefits package

✨ Make 2026 the year your private client career really levels up.

πŸ“žInterested or open to a confidential conversation?Β Let’s talk.
For further information, please contact David Elliot at Clark Wood:
πŸ“© πŸ“§ david@clark-wood.co.uk

☎️ 01173 291058 | πŸ“± 07538 908463
If this role isn’t quite right, still get in touch β€” 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 β€” 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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