Full job descriptionPrivate Client Tax Assistant Manager
Location: Guildford, Surrey
Workplace: Hybrid
Salary: £55,500 – £62,000
A respected and growing UK advisory and accountancy group is seeking a Private Client Tax Assistant Manager to join its Guildford office. This is a key, client-facing role where you’ll manage your own portfolio, oversee compliance and ad-hoc advisory work, and mentor junior colleagues — all within a supportive, collaborative environment that values clear communication and practical, people-centred advice.
About the firm
This organisation is a leading national multi-disciplinary advisory, tax and audit group with a strong presence across London and the regions, supported by an international network. The firm is known for its modern flexibility, inclusive culture and commitment to helping both clients and colleagues achieve their ambitions.
The group is recognised for:
*A culture grounded in respect, collaboration and active listening
*Strong growth across private client services
*High-quality, practical advice delivered with clarity and care
*Consistent investment in learning and career development
The role
You will actively manage the delivery of private client services across a varied portfolio, combining routine compliance with one-off advisory assignments. You’ll act as the primary point of contact for clients, support meetings, and translate technical matters into clear, actionable guidance for non-experts.
Key responsibilities include:
*Managing a mixed private client portfolio spanning earned and investment income
*Acting as primary client contact and building long-term relationships
*Mentoring junior team members and reviewing their work
*Working with partnerships and high-net-worth individuals
*Advising on a wide range of capital gains tax issues
*Delivering technical advisory work across the portfolio
*Handling one-off advisory and compliance assignments
*Assisting at client meetings and preparing clear follow-ups
*Proposing and raising fees; monitoring WIP and workflow
About you
You’re a technically strong private client tax professional with a proactive, commercial mindset and excellent communication skills.
We’re looking for someone with:
*ATT and/or CTA qualification
*Solid experience across UK personal/private client taxation
*Strong track record in Self-Assessment, computations, report writing and ad-hoc advisory work
*Experience with incorporations, EIS/VCT/SEIS, IHT planning and trusts
*Good working knowledge of international tax principles, residence/domicile and double tax relief
*Experience handling HMRC enquiries, settlements and penalties
*Proven ability to advise HNWIs, non-doms, non-residents, OMBs and property owners
*Commercial acumen: agreeing fees, spotting opportunities, contributing to BD
*Strong delivery, people management and communication skills; able to manage multiple matters