A dynamic and expanding accountancy practice in Milton Keynes is seeking a Senior Private Client Tax Manager to lead its high-value private client tax function. This pivotal role offers genuine progression to Director level, with exposure to complex advisory work across trusts, succession planning, and high-net-worth individuals.
Key Requirements
* CTA qualified (ACA/ACCA or equivalent highly desirable)
* Proven experience in a senior private client tax role within an accountancy practice
* Strong technical expertise in;
* Inheritance tax planning, Discretionary trusts and Succession strategies
* Demonstrated leadership in managing complex advisory projects
* Excellent client relationship and service delivery skills
* Commercial acumen with ability to grow and retain HNW client portfolios
Core Responsibilities
* Lead inheritance tax planning, including Family Investment Companies
* Manage discretionary trust structures and ensure ongoing compliance
* Advise on business sales, acquisitions, and corporate reorganisations
* Develop Employee Ownership Trust strategies and bespoke succession plans
* Deliver exit strategies for business owners and family-run enterprises
* Mentor junior tax professionals and maintain technical excellence across the team
What's on Offer
* Working Model: Hybrid - 3 days office (Milton Keynes), 2 days work from home
* Progression: Clear progression
* Flexibility: Flexitime
* Development: Bonus scheme and ongoing technical training
About the Firm
A well-established independent practice with a strong reputation for technical excellence and personal client service. Specialising in SME and HNW advisory, they are expanding their private client offering and seeking a strategic leader to drive growth in the Milton Keynes market.
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