Private Client Tax Assistant Manager – Godalming, Surrey
Godalming, Surrey
Hybrid Working
Competitive Salary + Benefits
We are recruiting a Private Client Tax Assistant Manager for a highly regarded and growing accountancy and advisory firm based in Godalming, Surrey. This is an excellent opportunity for an experienced private client tax professional to take the next step in their career within a supportive and client-focused environment, managing a varied portfolio while developing both technical and leadership skills.
The role offers a strong blend of compliance, advisory, and client relationship management work, making it ideal for someone looking to broaden their exposure across complex private client tax matters.
The Role
As a Private Client Tax Assistant Manager, you will support the delivery of the firm’s private client offering, managing a varied portfolio of clients while overseeing compliance and advisory work prepared by junior team members.
The portfolio will include a broad range of clients such as high net worth individuals, owner-managed businesses, partnerships, property owners, and non-UK domiciled and non-resident clients.
You will be responsible for managing routine tax compliance matters alongside supporting advisory projects covering areas such as capital gains tax, inheritance tax planning, trusts, incorporations, EIS/VCT/SEIS investments, and international tax matters.
The role will involve acting as a key point of contact for clients, building strong professional relationships while providing practical and commercially focused tax advice.
Alongside client responsibilities, you will review the work of junior team members, providing coaching, support, and technical guidance to assist in their development.
You will also assist with client meetings, ad-hoc advisory assignments, HMRC enquiries, billing, WIP management, and identifying opportunities to provide additional value-added services to clients.
This is an excellent opportunity for an ambitious private client tax professional looking to develop their advisory exposure and progress within a growing and collaborative firm.
About You
You will have previous experience gained within a UK accountancy practice or private client tax environment, with strong technical knowledge across UK personal and private client taxation.
ATT and/or CTA qualification, or progression towards qualification, is essential.
You will have experience across Self-Assessment, tax computations, report writing, and advisory work, alongside exposure to private client matters including capital gains tax, trusts, inheritance tax planning, and international tax principles.
Experience dealing with HMRC enquiries and client correspondence would be advantageous.
You will possess excellent communication and interpersonal skills, with the ability to explain technical matters clearly to clients and colleagues alike.
Strong organisational skills, attention to detail, and the ability to manage multiple assignments effectively are essential.
What’s on Offer
Hybrid and flexible working
Exposure to complex and varied private client tax work
Strong focus on professional development and progression
Supportive and collaborative team culture
Client-facing advisory exposure
Leadership and mentoring opportunities
Competitive salary and benefits package
Location
Godalming, Surrey
Easily commutable from Guildford, Farnham, Woking, Haslemere, Cranleigh and surrounding areas
Apply
For a confidential discussion or to apply, please contact Jack Wood on jack@oscar-wood.co.uk or 07817 796391.