At a Glance
- Tasks: Manage high-net-worth clients and deliver top-notch tax planning and advisory services.
- Company: Join a leading accountancy firm with a prestigious client base in Guildford.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and a comprehensive benefits package.
- Other info: Embrace a supportive environment focused on wellbeing and career growth.
- Why this job: Make a real impact while mentoring junior staff and developing your career.
- Qualifications: CTA/ACA/STEP qualified with strong private client tax experience.
The predicted salary is between 55000 - 65000 £ per year.
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 involves acting 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.
Private Client Tax Manager, Guildford, Surrey Hybrid / Flexible Working Available employer: Clark Wood - Tax Recruitment
Join a leading accountancy and advisory firm in Guildford, where you will have the opportunity to work with a prestigious private client base while enjoying hybrid and flexible working arrangements. The company fosters a supportive work culture that prioritises employee wellbeing and offers clear progression paths, ongoing learning opportunities, and a competitive benefits package, making it an excellent employer for those seeking meaningful and rewarding careers in tax advisory.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager, Guildford, Surrey Hybrid / Flexible Working Available
✨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 that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge of UK tax legislation and your experience with high-net-worth clients. We want to see how you can bring value to their team!
✨Prepare for Interviews
Do your homework before interviews! Understand the firm’s client base and recent developments in tax legislation. This will help you answer questions confidently and show that you’re genuinely interested in the role.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Client Tax Manager, Guildford, Surrey Hybrid / Flexible Working Available
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 build long-term client relationships.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for tax advisory work and how you can contribute to our team. Don’t forget to mention your qualifications like CTA or ACA.
Showcase Your People Skills:Since this role is all about building relationships, make sure to highlight your experience in mentoring junior staff and managing client portfolios. We love seeing candidates who can lead and inspire others!
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 into the process smoothly. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, trusts, IHT, and CGT. Be ready 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 about how you can connect with the interviewers on a personal level. Share relevant experiences where you've successfully managed client relationships or mentored junior staff.
✨Showcase Your Advisory Skills
Prepare examples of how you've provided tax planning and advisory services in the past. Highlight specific cases where your advice made a significant difference for your clients. This will demonstrate your ability to act as a trusted adviser.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm and the role. Ask about their approach to mentoring junior staff or how they stay ahead of tax legislation. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.
