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: Taxation
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 pathways for career progression, alongside competitive salaries and comprehensive benefits. With a strong emphasis on mentoring and professional development, this role is perfect for those seeking meaningful and rewarding employment in a dynamic environment.
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. Share specific examples of how you've successfully managed portfolios or mentored junior staff to showcase your skills.
✨Be Ready for the Interview
Prepare for interviews by researching the firm and understanding their client base. Think about how your experience aligns with their needs and be ready to discuss how you can contribute to their growth. 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 noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
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 receive your application and ensures you’re considered for this fantastic opportunity with StudySmarter!
How to prepare for a job interview at Taxation
✨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 of examples where you've successfully managed client relationships or mentored junior staff. Show them you can connect with clients and colleagues alike.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Prepare by reviewing common scenarios you might face as a Private Client Tax Manager. Being able to articulate your thought process will demonstrate your expertise and problem-solving skills.
✨Show Your Leadership Skills
This role involves mentoring junior team members, so be ready to discuss your leadership style. Share specific examples of how you've supported others in their development and contributed to team growth. This will highlight your collaborative nature and commitment to the team's success.
