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