Senior Private Client Tax Manager

Job Title:

Senior Private Client Tax Manager

Location:

Milton Keynes (Hybrid – 3 days office / 2 days home)

Salary: £55,000 – £65,000 per annum DOE

Permanent / Full-Time

We are working in partnership with Connolly Accountants, 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.

• 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

• 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

• 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 firm’s private client tax offering

• 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

• 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

• £55,000 – £65,000 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