Personal Tax Manager / Senior Manager

Clark Wood

  • Guildford, Surrey
  • £55,000-85,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Location: Guildford (Hybrid working available)Salary: £55,000 - £85,000 (DOE)Type: Full-time, Permanent​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:
oResidence and domicile issuesoCapital gains tax and IHT planningoPension tapering, share schemes (SEIS/EMI), and profit extraction strategiesoTrust and estate matters
  • Be 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 holidays
  • Annual bonus scheme
  • Ongoing CPD and support for further qualifications if needed
  • Strong career progression path to Senior Manager and beyond
  • Inclusive, team-oriented working culture
​For further information on this role please contact David Elliot at Clark Wood - / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463​#CW0625​​

Clark Wood