Personal Tax Manager / Senior Manager

Location: Guildford (Hybrid working available)Salary: £55,000 – £85,000 (DOE)Type: Full-time, PermanentOverview
About the FirmWe are a well-established and forward-thinking accountancy and advisory firm with a strong presence in Guildford and Surrey. Our client portfolio ranges from high-net-worth individuals and entrepreneurs to international clients and family-run businesses. We pride ourselves on building long-term, trusted relationships and delivering a blend of compliance and bespoke advisory services that add real value.Our culture is collaborative, down-to-earth, and supportive. We’re proud to offer an environment where individuals can thrive professionally while maintaining a healthy work-life balance. With continued growth across our private client and owner-managed business teams, we’re now looking to expand our personal tax leadership.The RoleWe are seeking a Personal Tax Manager to lead and develop a diverse portfolio of personal tax clients. This is a key role within our private client team and offers a blend of compliance review, team supervision, and advisory work. You’ll have the autonomy to shape client relationships, drive efficiencies, and contribute to business development.This position is ideal for a technically strong tax professional who enjoys mentoring others, engaging with clients, and getting involved in complex tax planning projects.Key Responsibilities
Manage a portfolio of personal tax clients, including HNWIs, business owners, sole traders, landlords, and trusts.Review complex tax returns prepared by junior staff and provide technical guidance.Provide tax planning and advisory services, including:Residence and domicile issuesCapital gains tax and IHT planningPension tapering, share schemes (SEIS/EMI), and profit extraction strategiesTrust and estate mattersBe a key point of contact for clients, building strong and lasting relationships.Supervise and mentor junior members of the tax team.Liaise with internal teams across accounts, corporate tax, and wealth management.Support with the training and development of junior team members.Contribute to process improvements and help drive team efficiency.Assist partners with business development and proposal preparation as needed.What We’re Looking For
CTA and/or ATT qualified, or ACA/ACCA with significant tax experience.5+ years of experience in personal tax, ideally within a UK accountancy firm.Strong technical knowledge of UK personal tax legislation and compliance.Experience in delivering tax advice to HNWIs and business owners.Excellent interpersonal and client communication skills.Confident team leader and mentor with an organised, proactive approach.Commercially minded with a desire to contribute to firm-wide growth.What’s on Offer
Competitive salary package (£55,000 – £85,000 depending on experience)Hybrid working model (typically 2–3 days in Guildford office)25+ days holiday plus bank holidaysAnnual bonus schemeOngoing CPD and support for further qualifications if neededStrong career progression path to Senior Manager and beyondInclusive, team-oriented working cultureFor further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 ..... full job details .....