Job Description
�? 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:?? ?? ?? | ?? 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.#CWDE