Private Client Tax Manager Hybrid

Private Client Tax Manager | Guildford, Surrey

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.

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.

• 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