Hybrid Private Client Tax Manager — Elite Clientele & Growth

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.

• 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 your 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 and flexible working.
• Clear progression toward Senior Manager and beyond.
• Prestigious and complex client base.
• 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.

Visa sponsorship is not available for this position.