Private Tax Client Manager

Exciting job opportunity working for an independent, expanding accountancy practice based in Milton Keynes, specialising in accountancy and taxation services for small and medium businesses. Seeking a Senior Private Client Tax Manager to join their team, with the potential for future progression to Director level.
This is a fantastic opportunity for an experienced tax professional to lead on private client tax compliance and advisory services for the practice. They will take ownership of a diverse and technically challenging portfolio and play a key role in delivering high-level tax advisory and compliance services, with a focus on inheritance tax, trusts and succession planning. An understanding of other key taxes will be expected to provide well rounded advice.

They will also help shape the future of our tax offering and enjoy real opportunities for career advancement in a supportive, flexible environment.
Maintain and grow strong client relationships by acting as trusted advisor; the foundation for all effective advisory and compliance work. Experience working with HNWI's. Provide expert Inheritance Tax planning, including the use of Family Investment Companies. Advise on Capital Gains Tax matters, ensuring clients receive optimal outcomes.

Team and Practice Development. CTA qualification is essential; ACA/ACCA or equivalent also desirable.

Implementing, advising on, and managing the ongoing compliance of Discretionary Trusts and other specialist trusts, including assessing benefits and drawbacks. Inheritance Tax planning, including the use of Family Investment Companies. Capital Gains Tax matters, ensuring clients receive optimal outcomes. Hybrid working: 3 days in the office, 2 days from home. Flexitime scheme and a supportive, dynamic work environment. Enhanced company pension, free parking, and private medical insurance.

Health Assured Programme, sick pay, and enhanced maternity leave. Bonus scheme and real opportunities for progression to Director level.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #