Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead complex personal tax advisory work for high-net-worth clients.
- Company: Join a dynamic and forward-thinking tax practice in Guildford.
- Benefits: Enjoy hybrid working, competitive salary, and enhanced family leave.
- Why this job: Shape the future of Private Client Tax while mentoring junior colleagues.
- Qualifications: CTA and/or ACA/ACCA qualified with senior Private Client Tax experience.
- Other info: Inclusive culture with opportunities for career progression and referral bonuses.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Private Client Tax Senior Manager – Guildford | HNW Advisory | Leadership Role with Flexibility
Location: Guildford – modern offices with flexible hybrid workingRole Level: Senior Manager (Private Client Tax)Package: Highly competitive salary + enhanced benefits + hybrid working
Are you an experienced Private Client Tax professional ready to take a lead advisory role within a dynamic and forward-thinking practice?
We are recruiting a Private Client Tax Senior Manager to join a growing and well-regarded tax team in Guildford. This is an exciting opportunity to work with a diverse and high-calibre portfolio of High-Net-Worth Individuals — including UK res non-doms, business owners, entrepreneurs, landed estates, and trusts — many of whom require bespoke, technically complex planning and advisory support.
As a senior leader in the team, you will manage key client relationships, oversee advisory projects, and work closely with the Tax Partners on strategy and business development. You will also mentor and develop more junior colleagues, helping to shape the future of the Private Client Tax function.
Your Impact
- Lead complex personal tax advisory work, including IHT planning, residence and domicile issues, CGT advice, and succession planning
- Act as a trusted adviser to a portfolio of HNW clients, building deep and lasting relationships
- Provide technical oversight on compliance and ensure quality across all deliverables
- Support the development and growth of the Private Client team
- Play a strategic role in shaping and expanding the service offering
About You
- CTA and/or ACA / ACCA qualified
- Proven experience in a senior Private Client Tax role, ideally within a mid-tier or Top 20 firm
- Strong technical understanding of personal tax planning for HNWs and trusts
- Commercially aware, with strong client relationship and team leadership skills
- Motivated to deliver excellent service and support the wider success of the team
What’s on Offer?
- Highly competitive salary and bonus potential
- Hybrid and flexible working arrangements
- Opportunities to progress to Director level and beyond
- Enhanced parental and family leave, pension, life assurance, and other excellent benefits
- A values-driven culture where your leadership and technical input will be genuinely valued
Next steps – please apply to this Private Client Tax Senior Manager role and we will aim to reply to all suitable applicants within 48 hours. Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.
We are an accountancy and finance recruitment agency acting as an Employment Agency.
Referrals are welcome – you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.
Private Client Senior Manager employer: Fletcher George Recruitment Ltd
Contact Detail:
Fletcher George Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Manager
✨Tip Number 1
Network with professionals in the Private Client Tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Stay updated on the latest tax regulations and trends affecting High-Net-Worth Individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and leading teams. Highlight specific examples where you've successfully navigated complex tax issues or mentored junior staff, as these are key aspects of the role.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailor your conversations to reflect how your leadership style and technical skills align with their mission, showing that you're a great fit for their team.
We think you need these skills to ace Private Client Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Private Client Tax, particularly with High-Net-Worth Individuals. Emphasise your qualifications (CTA, ACA, ACCA) and any relevant leadership roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to manage client relationships and lead advisory projects.
Highlight Technical Expertise: In your application, clearly outline your technical understanding of personal tax planning, IHT planning, and compliance oversight. Use examples from your past work to illustrate your expertise.
Showcase Leadership Skills: Discuss your experience in mentoring junior colleagues and leading teams. Highlight how you have contributed to the growth and development of your previous teams, as this is crucial for the role.
How to prepare for a job interview at Fletcher George Recruitment Ltd
✨Showcase Your Technical Expertise
As a Private Client Senior Manager, you'll need to demonstrate a strong understanding of personal tax planning, especially for high-net-worth individuals. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, such as IHT planning or CGT advice.
✨Build Rapport with Interviewers
Given the importance of client relationships in this role, it's crucial to show your interpersonal skills during the interview. Engage with your interviewers, ask insightful questions, and share relevant experiences that highlight your ability to build lasting relationships with clients.
✨Demonstrate Leadership Skills
As a senior leader, you will be expected to mentor junior colleagues and contribute to team development. Prepare examples of how you've led teams or projects in the past, focusing on your approach to mentoring and fostering a collaborative environment.
✨Align with Company Values
Research the company's culture and values before the interview. Be ready to discuss how your personal values align with theirs, particularly regarding inclusivity and support for team success. This will show that you're not just a fit for the role, but also for the company as a whole.
