- private client tax manager guildford, surrey -

🎄 Private Client Tax Manager | Guildford, Surrey 🎄

Location: Guildford
Sector: Director Jobs, Tax Advisory, Tax Compliance, Personal Tax, Trusts, Private Client Tax
Contract Type: Permanent
Salary: Competitive
Contact: David Elliot – david@clark-wood.co.uk – +44 (0) 1173 291051
Published: 5 months ago
Expiry date: 2053-05-01
Start date: 2025-12-15

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.


🎁 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.

Telephone: 01173 291058 | Mobile: 07538 908463. If this role isn’t quite right, 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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