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 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 firm’s 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 What’s on Offer £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