Job Description
Job Title: Senior Private Client Tax Manager
Location: Milton Keynes (Hybrid 3 days office / 2 days home)
Salary:per annum DOE
Permanent / Full-Time
Overview
We are working in partnership an independent and expanding accountancy practice based in Milton Keynes specialising in accountancy and taxation services for small and medium-sized businesses. Known for their personal approach and strong client relationships the firm is continuing to grow and is now seeking a Senior Private Client Tax Manager to join the team with genuine progression to Director level.
This is a senior advisory-led role offering autonomy technical challenge and the opportunity to help shape the future private client tax offering within a supportive and flexible environment.
Key Responsibilities
Client Advisory & Relationship Management
- Act as a trusted advisor to a diverse private client portfolio including HNWIs
- Build maintain and grow long-term client relationships
- Deliver high-quality compliance and advisory services
Technical Advisory & Project Leadership
- Lead on complex private client tax matters
- Advise on the implementation benefits drawbacks and ongoing compliance of discretionary and specialist trusts
- Provide expert Inheritance Tax planning including the use of Family Investment Companies
- Advise on Capital Gains Tax matters to achieve optimal client outcomes
- Demonstrate strong knowledge of non-resident tax compliance and planning
- Support business owners with exit strategies and succession planning
Team & Practice Development
- Mentor and support junior members of the tax team
- Maintain technical excellence and stay up to date with tax legislation and best practice
- Contribute to the ongoing development of the firms private client tax offering
The Ideal Candidate
Essential
- CTA qualified (ACA / ACCA also desirable)
- Proven experience as a Tax Manager or Senior Tax Manager within practice
- Strong technical expertise in:
- Discretionary and specialist trusts
- Inheritance Tax planning
- Capital Gains Tax
- Advising high-net-worth individuals
Key Skills & Attributes
- Strong analytical and problem-solving skills
- Excellent project management capability
- Ability to communicate complex tax issues clearly and confidently
- Commercially minded with a proactive approach
- Highly organised and able to manage multiple assignments
Whats on Offer
- salary DOE
- Hybrid working (3 days office / 2 days home)
- Flexitime scheme
- Enhanced company pension
- Private medical insurance
- Health Assured Programme
- Enhanced maternity leave & sick pay
- Bonus scheme
- Free on-site parking
- Clear and genuine progression to Director level
- Supportive collaborative culture where contribution is valued
Required Experience:
Manager
Job DescriptionJob Title: Senior Private Client Tax ManagerLocation: Milton Keynes (Hybrid 3 days office / 2 days home)Salary:per annum DOEPermanent / Full-TimeOverviewWe are working in partnership an independent and expanding accountancy practice based in Milton Keynes specialising in accountancy ...
Job Description
Job Title: Senior Private Client Tax Manager
Location: Milton Keynes (Hybrid 3 days office / 2 days home)
Salary:per annum DOE
Permanent / Full-Time
Overview
We are working in partnership an independent and expanding accountancy practice based in Milton Keynes specialising in accountancy and taxation services for small and medium-sized businesses. Known for their personal approach and strong client relationships the firm is continuing to grow and is now seeking a Senior Private Client Tax Manager to join the team with genuine progression to Director level.
This is a senior advisory-led role offering autonomy technical challenge and the opportunity to help shape the future private client tax offering within a supportive and flexible environment.
Key Responsibilities
Client Advisory & Relationship Management
- Act as a trusted advisor to a diverse private client portfolio including HNWIs
- Build maintain and grow long-term client relationships
- Deliver high-quality compliance and advisory services
Technical Advisory & Project Leadership
- Lead on complex private client tax matters
- Advise on the implementation benefits drawbacks and ongoing compliance of discretionary and specialist trusts
- Provide expert Inheritance Tax planning including the use of Family Investment Companies
- Advise on Capital Gains Tax matters to achieve optimal client outcomes
- Demonstrate strong knowledge of non-resident tax compliance and planning
- Support business owners with exit strategies and succession planning
Team & Practice Development
- Mentor and support junior members of the tax team
- Maintain technical excellence and stay up to date with tax legislation and best practice
- Contribute to the ongoing development of the firms private client tax offering
The Ideal Candidate
Essential
- CTA qualified (ACA / ACCA also desirable)
- Proven experience as a Tax Manager or Senior Tax Manager within practice
- Strong technical expertise in:
- Discretionary and specialist trusts
- Inheritance Tax planning
- Capital Gains Tax
- Advising high-net-worth individuals
Key Skills & Attributes
- Strong analytical and problem-solving skills
- Excellent project management capability
- Ability to communicate complex tax issues clearly and confidently
- Commercially minded with a proactive approach
- Highly organised and able to manage multiple assignments
Whats on Offer
- salary DOE
- Hybrid working (3 days office / 2 days home)
- Flexitime scheme
- Enhanced company pension
- Private medical insurance
- Health Assured Programme
- Enhanced maternity leave & sick pay
- Bonus scheme
- Free on-site parking
- Clear and genuine progression to Director level
- Supportive collaborative culture where contribution is valued
Required Experience:
Manager
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