Job Title: Assistant Manager – Private Client Tax (CTA Qualified)
Location: Guildford, Surrey (Hybrid: 2–3 Days WFH)
Job Type: Full-Time, Permanent
Salary: Competitive, DOE
Reference: 5164
About the Role:
An exciting opportunity has opened for a CTA-qualified Assistant Manager to join a leading private client tax team based in Guildford. Specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients—including UK resident non-domiciles—this firm is renowned for delivering complex tax advisory and compliance services in a high-quality, supportive environment.
You will play a key client-facing role, delivering personal tax planning, managing sophisticated compliance tasks, and providing bespoke advice to international entrepreneurs, families, and business owners.
Key Responsibilities:
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Act as a trusted adviser to HNW and UHNW individuals, including UK res non-doms
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Deliver tailored personal tax planning and advisory services
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Manage complex tax compliance work
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Support client meetings and develop long-term relationships
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Collaborate closely with senior team members and partners
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Contribute to the team’s strategic growth and mentoring of junior staff
About You:
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CTA qualified (essential)
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Strong technical knowledge of UK income tax, capital gains tax, and inheritance tax
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Proven experience advising entrepreneurial HNW individuals, families, and UK res non-doms
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Excellent communication and interpersonal skills
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Experience working in a high-quality tax advisory environment (Big 4, Top 10, or niche boutique preferred)
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Eager to develop a long-term career in private client advisory
What’s on Offer:
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Competitive salary based on experience
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Clear progression pathway to Manager level
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Friendly, professional, and sociable team environment
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Hybrid working model – up to 2–3 days WFH
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Access to a high-calibre client base and varied tax projects
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Continued professional development and support
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