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Date Added: Tue 03/03/2026

?? Private Client Tax Manager Guildford, Surrey ??

Guildford, UK
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Company: CLARK WOOD - ACCOUNTANCY PRACTICE & TAX RECRUITMENT

Job Type: Permanent, FullTime

Salary: Salary negotiable

�? Private Client Tax Manager | Guildford, Surrey �???�? 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.For further information, please contact David Elliot at Clark Wood:?? ?? ?? | ?? If this role isn’t quite right, still get in touch — we’re recruiting across the tax market and would be happy to discuss alternative opportunities.�? Referral bonus: Refer a friend or colleague and receive a minimum of £500 in vouchers if we assist them in securing a permanent role.? Make your next move a rewarding one — there’s no better time than now.This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.#CWDE
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