Private Client Tax Assistant Manager

Private Client Tax Assistant Manager – Guildford

This Private Client Tax Assistant Manager role in Guildford involves providing tailored tax advice and compliance services to a range of private clients.

• Provide tax compliance and advisory services to a portfolio of private clients, including high‑net‑worth individuals and trusts.
• Review tax returns prepared by junior team members, ensuring accuracy and adherence to current legislation.
• Offer proactive tax planning advice to clients to help them achieve their financial goals.
• Collaborate with other departments to ensure a seamless service for clients across the professional services spectrum.
• Assist in identifying opportunities to grow the firm’s tax client base within Guildford and surrounding areas.
• Support the training and development of junior staff, sharing knowledge and expertise.
• Maintain up‑to‑date knowledge of relevant tax legislation and industry developments.
• Ensure all work is completed within deadlines and complies with internal quality standards.

• A recognised professional tax or accountancy qualification (CTA, ACA, ACCA).
• Strong technical knowledge of private client tax matters, including compliance and advisory work.
• Experience managing a diverse portfolio of private clients within the professional services industry.
• Excellent communication skills, with the ability to explain complex tax matters clearly to clients.
• Proven ability to manage multiple tasks and meet deadlines effectively.

• A competitive salary range of £45,000 to £55,000 per annum, based on experience.
• Generous holiday allowance, ensuring a good work‑life balance.
• Opportunities for career progression within a professional services firm.
• Access to ongoing training and development programmes to enhance your skills.
• A supportive and collaborative working environment in Guildford.

Entry level

Full‑time

Finance and Sales

Accounting