Private Client Tax Manager Hybrid
Listed on 2026-06-14
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Finance & Banking
Tax Manager, Tax Advisor, Accounting & Finance
Location Guildford, England
Sector Accountancy (Qualified)
Benefits Competitive Salary
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 roleAs 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.
Responsibilities- Deliver high‑quality tax planning and advisory work across income tax, CGT, IHT, trusts, and estate planning
- Act as the primary point of contact for clients, building long‑term trusted relationships
- Review self‑assessment and trust tax returns, ensuring technical accuracy and quality
- Stay ahead of UK tax legislation and ensure best‑practice risk management
- Mentor and develop junior team members in a supportive environment
- Assist 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
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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