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- Tasks: Deliver high-quality tax planning and advisory work for high-net-worth clients.
- Company: Leading accountancy and advisory firm in Guildford with a prestigious client base.
- Benefits: Hybrid working, competitive salary, discretionary bonus, and comprehensive benefits package.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CTA/ACA/STEP qualified with strong private client tax experience.
- Other info: Clear progression opportunities and a focus on wellbeing and career satisfaction.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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.
Private Client Tax Manager | Guildford, Surrey employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager | Guildford, Surrey
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your knowledge in private client tax. Share specific examples of how you've helped clients navigate complex tax issues. This will show them you’re not just another candidate—you’re the one they need!
✨Be Ready for the Interview
Prepare for interviews by researching the firm and understanding their client base. Think about how your skills align with their needs and be ready to discuss how you can contribute to their growth. Confidence is key, so practice your pitch until it feels natural!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make your next career move a great one!
We think you need these skills to ace Private Client Tax Manager | Guildford, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your expertise in personal tax, trusts, and your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for advisory work and how you can contribute to our team. Don’t forget to mention your qualifications like CTA or ACA!
Showcase Your Soft Skills: This role is all about building relationships, so make sure to highlight your people skills. Talk about your experience mentoring junior staff and how you’ve successfully managed client portfolios in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to see your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax, trusts, IHT, and CGT. Be prepared to discuss recent changes in UK tax legislation and how they might impact high-net-worth clients. This shows you’re not just qualified but also genuinely interested in the field.
✨Build Rapport
Since this role is all about building long-term relationships, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by discussing shared interests or experiences in private client advisory work. A friendly, confident approach can go a long way!
✨Showcase Your Leadership Skills
As a Private Client Tax Manager, mentoring junior staff is key. Prepare examples of how you've successfully led teams or developed others in previous roles. Highlighting your leadership style will demonstrate that you’re ready for the autonomy this position offers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client relationships and their vision for the private client team. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career goals and values.
