We are currently recruiting for Client Tax Manager to join a company based in Milton Keynes. This is a full time, and can offer hybrid working. This is a fantastic opportunity for an experienced tax professional to lead on private client tax compliance and advisory services, focusing on inheritance tax, trusts and succession planning.
Key Responsibilities:
*Maintain and grow strong client relationships by acting as trusted advisor; the foundation for all effective advisory and compliance work.
*Actively guide the team to deliver expert advice and project leadership that represents the main value delivered to clients.
*Advise on the implementation, benefits, drawbacks, and ongoing compliance of Discretionary Trusts and other specialist Trusts.
*Demonstrate a strong understanding of non-resident tax compliance and planning.
*Experience working with HNWI’s.
*Develop and deliver exit strategies and succession planning for business owners.
*Provide expert Inheritance Tax planning, including the use of Family Investment Companies.
*Advise on Capital Gains Tax matters, ensuring clients receive optimal outcomes.
*Support the team and maintain technical excellence, essential for long-term success and service quality.
*Mentor and support junior team members.
*Stay up to date with changes in tax legislation and best practice.
Essential Qualifications:
*CTA qualification is essential; ACA/ACCA or equivalent also desirable.
*Proven experience as a Tax Manager or Senior Tax Manager in a practice environment.
*Knowledge of implementing, advising on, and managing the ongoing compliance of Discretionary Trusts and other specialist trusts, including assessing benefits and drawbacks.
*Knowledge of Inheritance Tax planning, including the use of Family Investment Companies.
*Experience with Capital Gains Tax matters, ensuring clients receive optimal outcomes.
Core Skills & Attributes:
*Excellent analytical, problem-solving, and project management skills.
*Ability to communicate complex tax issues clearly to clients and colleagues.
*Experience managing client relationships and delivering exceptional service.
*Proactive, detail-orientated, and able to manage multiple assignments simultaneously.
*Strong commercial mindset.
Benefits:
*Salary commensurate with experience.
*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.
*A collaborative culture where your contribution is valued and your career can flourish.