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