At a Glance
- Tasks: Advise high-net-worth clients on complex tax matters and build lasting relationships.
- Company: Expanding accountancy practice in Milton Keynes with a personal touch.
- Benefits: Competitive salary, hybrid working, enhanced pension, and private medical insurance.
- Why this job: Shape the future of private client tax in a supportive and flexible environment.
- Qualifications: CTA qualified with experience in tax management and advisory roles.
- Other info: Genuine progression to Director level in a collaborative culture.
The predicted salary is between 55000 - 65000 £ per year.
We are working in partnership with 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
- 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
- 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
- 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
- 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
- £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
Senior Private Client Tax Manager in Thame employer: ACS Staffing Solutions
Contact Detail:
ACS Staffing Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Manager in Thame
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also a great cultural match for their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and eager to join our team!
We think you need these skills to ace Senior Private Client Tax Manager in Thame
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Private Client Tax Manager role. Highlight your experience with high-net-worth individuals and your expertise in areas like Inheritance Tax and Capital Gains Tax. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your past successes in client advisory roles and how you can contribute to our growing practice. We love a good story!
Showcase Your Technical Skills: In this role, technical expertise is key. Make sure to highlight your qualifications, like being CTA qualified, and any relevant experience you've had with discretionary trusts or tax compliance. We need to know you can handle the complexities of private client tax!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you're genuinely interested in joining our supportive and collaborative culture!
How to prepare for a job interview at ACS Staffing Solutions
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of discretionary and specialist trusts, Inheritance Tax planning, and Capital Gains Tax. Be ready to discuss how you've applied this expertise in previous roles, as the interviewers will want to see that you can confidently navigate complex tax matters.
✨Showcase Your Client Relationship Skills
Since this role involves acting as a trusted advisor to high-net-worth individuals, prepare examples of how you've built and maintained strong client relationships. Think about specific situations where your advisory skills made a significant impact on a client's financial situation.
✨Demonstrate Leadership Potential
As this position offers genuine progression to Director level, highlight any experience you have in mentoring or leading teams. Discuss how you've contributed to team development and how you plan to support junior members in their growth within the firm.
✨Be Organised and Proactive
With multiple assignments to manage, show that you're highly organised and can prioritise effectively. Prepare to discuss your project management strategies and how you stay updated with tax legislation and best practices to ensure compliance and optimal outcomes for clients.