Personal Tax Manager / Private Client Tax Manager | 55-65K per annum
The Opportunity
We are a well-established and growing accountancy practice based in Stony Stratford, Milton Keynes, looking to appoint an experienced Personal Tax Manager to lead and develop a growing private client tax portfolio. This role is ideal for a technically strong tax professional with hands-on experience across Inheritance Tax, trusts, estates, and private client advisory, who is looking for autonomy, progression, and long-term career development.
This is a full-time position offering flexible working hours and hybrid working within a supportive and collaborative team environment.
Key Responsibilities
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Managing a portfolio of private clients, including HNWIs, trusts, and estates
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Preparation and review of personal tax returns
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Advising on Inheritance Tax planning, trusts, and estate planning matters
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Supporting and advising clients on capital gains tax and other personal tax issues
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Acting as a key point of contact for clients, building long-term relationships
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Reviewing work prepared by junior team members and providing technical guidance
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Liaising with HMRC on behalf of clients
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Supporting partners with advisory and planning work
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Keeping up to date with changes in UK tax legislation and best practice
Skills & Experience Required
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Proven experience working within personal / private client tax in an accountancy practice
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Strong technical knowledge of Inheritance Tax, trusts, estates, and CGT
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Experience managing a client portfolio independently
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Ability to provide advisory support beyond compliance
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ATT qualified and/or ACCA / ACA qualified (essential)
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Strong communication skills with a confident, client-facing approach
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Ability to mentor and support junior staff
What’s on Offer
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Salary: £55,000 – £65,000, depending on experience
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Hybrid working model
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Flexible working hours (core hours 10am–3pm)
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Company pension
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Bonus scheme
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Free on-site parking
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Supportive and collaborative team culture
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Clear progression opportunities within the firm
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Ongoing professional development