Private Client Tax Manager
Listed on 2025-12-17
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Finance & Banking
Tax Advisor, Tax Manager
Prewtty 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.
Therole
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
- 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
- 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.
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