At a Glance
- Tasks: Lead high-value private client tax functions and manage complex advisory projects.
- Company: Dynamic accountancy practice in Milton Keynes with a strong reputation.
- Benefits: Hybrid working, clear progression to Director level, and ongoing training.
- Other info: Mentor junior professionals and enjoy flexitime in a supportive environment.
- Why this job: Make a real impact on high-net-worth clients and drive growth in a thriving firm.
- Qualifications: CTA qualified with proven experience in senior private client tax roles.
The predicted salary is between 60000 - 80000 € per year.
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.
Senior Private Client Tax Manager in Milton Keynes employer: Insite Group
Join a well-established independent accountancy practice in Milton Keynes, renowned for its technical excellence and personal client service. As a Senior Private Client Tax Manager, you will benefit from a hybrid working model, clear progression opportunities to Director level, and a supportive work culture that values mentorship and professional development. With a focus on high-net-worth clients and complex advisory work, this role offers a rewarding environment where your expertise can truly make an impact.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Manager in Milton Keynes
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups to connect with professionals in the accountancy field. You never know who might have the inside scoop on job openings or can refer you directly to hiring managers.
✨Tip Number 2
Showcase your expertise! Create a personal website or LinkedIn profile that highlights your achievements in private client tax management. Share articles or insights related to inheritance tax planning and succession strategies to position yourself as a thought leader.
✨Tip Number 3
Prepare for interviews by practising common questions specific to senior tax roles. Be ready to discuss your experience with discretionary trusts and complex advisory projects. We recommend role-playing with a friend to boost your confidence!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Don’t forget to follow up after applying to express your enthusiasm!
We think you need these skills to ace Senior Private Client Tax Manager in Milton Keynes
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the key requirements from the job description. Highlight your CTA qualifications and any relevant experience in private client tax roles. We want to see how your skills align with our needs!
Showcase Your Expertise:When writing your cover letter, emphasise your technical expertise in areas like inheritance tax planning and discretionary trusts. We’re looking for someone who can lead complex advisory projects, so don’t hold back on showcasing your knowledge!
Demonstrate Leadership Skills:Since this role involves mentoring junior professionals, share examples of your leadership experience. We love to see how you’ve managed teams or projects in the past, so let us know how you’ve made an impact!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out on the chance to join our dynamic team!
How to prepare for a job interview at Insite Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around inheritance tax planning and discretionary trusts. Be ready to discuss specific cases or strategies you've implemented in the past, as this will show your expertise and confidence in handling complex advisory work.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior professionals, be prepared to share examples of how you've led teams or projects in the past. Highlight any successful outcomes from your leadership, and demonstrate your ability to inspire and develop others in a high-pressure environment.
✨Client Relationship Focus
This position requires excellent client relationship skills, so think about times when you've successfully built or maintained relationships with high-net-worth clients. Be ready to discuss your approach to client service and how you ensure their needs are met while also growing the portfolio.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's growth plans and how they envision the Senior Private Client Tax Manager contributing to that. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
