At a Glance
- Tasks: Deliver high-quality tax planning and advisory work for high-net-worth clients.
- Company: Leading accountancy and advisory firm with a prestigious client base.
- Benefits: Hybrid working, competitive salary, discretionary bonus, and comprehensive benefits.
- Other info: Clear progression opportunities and a focus on wellbeing and career satisfaction.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- 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.
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:
- Deliver high-quality tax planning and advisory work across income tax, CGT, IHT, trusts, and estate planning.
- Act as the primary point of contact for your clients, building long-term, trusted relationships.
- Review self-assessment and trust tax returns, ensuring technical accuracy and quality.
- Stay ahead of UK tax legislation and ensure best-practice risk management.
- Mentor and develop junior team members in a supportive environment.
- Assist 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 and flexible working.
- Clear progression toward Senior Manager and beyond.
- Prestigious and complex client base.
- 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.
Visa sponsorship is not available for this position.
Private Client Tax Manager, Guildford, Surrey Hybrid / Flexible Working Available employer: Clark Wood
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.
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 in private client tax. Share insights on recent tax legislation or trends in estate planning. This shows you’re not just another candidate; you’re someone who’s genuinely engaged in the field.
✨Prepare for the Interview
Do your homework before any interview. Understand the firm’s client base and their approach to tax advisory. Prepare questions that show you’re interested in their work culture and how you can contribute to their team. Confidence is key!
✨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, it shows you’re serious about joining our team and ready to take on the exciting challenges ahead.
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 manage client relationships effectively.
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 mentoring experience and how you can help develop junior staff.
Showcase Your Technical Knowledge:We want to see your understanding of UK tax legislation and best practices. Be specific about your experience with income tax, CGT, IHT, and estate planning in your application to demonstrate your expertise.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Clark Wood
✨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 delivered high-quality tax planning and advisory work in the past. Highlight specific cases where your advice made a significant difference for your clients. This will demonstrate your capability 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 firm aligns with your career goals.
